Select Page

How to Send a Fax via FaxUtil

By: Advantage Technologies

How to Send a Fax via FaxUtil

Host: Brianna Bell | Video Duration: 02:23


Text Transcript

To begin, let’s start in Faxutil.

To send a fax, click the new fax button from the ribbon. This will display the Fax Information dialog box.

Notice the fields that are in BOLD, these are required fields.

Populate the required fields, plus any of the other fields that you want to show up on the fax coversheet such as phone number, Company name, Address, or alternate fax number. If you would like to add notes to your cover sheet, simply click the cover sheet notes Tab and enter in the space provided. 

Next step is to add your document as an attachment to the fax via the Attachment tab. Here you will be able to attach files one of 3 ways.

First, you can click on the paper clip icon, to attach a file from your computer in a supported format, such as Word, Excel, or PowerPoint.

Second, you can click on the Library Docs tab. These will be documents that are stored on your RightFax server such as contracts or standardized forms.

Lastly, if you have a scanner available to your workstation, you can use the scanner tab to attach a physical document.

Now, let’s take a look at the more options tab of the fax information dialog box. The most common task performed on this page is to change the cover sheet file that will be sent along with your fax.  

Once all these steps have been completed, you can click the send button to send your fax. 

Back in FaxUtil, you can track the progress and status of your fax. Faxes that have a Red Status, indicate that the fax has failed. Faxes with a Yellow status indicate that the fax has been tried, but did not complete and will retry, or that the fax needs attention. Faxes with a green status, indicates that your fax has been successfully sent.

We Create Fully Connected Fax Workflows So You Can Focus On Your Business

Our RightFax experts can help you integrate RightFax with most of the leading EMR software applications, which allows for a faster workflow process and more seamless patient servicing.

Get Started
Fax Workflow
Healthcare Services
RightFax Upgrade
Professional Services
RightFax Demo
RightFax Quote

We're Here to Help!

Let us know if there is anything that we can do for you, either directly by phone or using our contact form below. We will work diligently to get back to you as soon as possible (usually within one business day).

Mailing Address

Advantage Technologies
575 Lexington Ave
Suite 12-110
New York, NY 10022

Call Us


Subscribe Our Newsletter

Join our email list to stay up-to-date on industry news and product updates.

© Copyright 2024 - Advantage Technologies, Inc. - All Rights Reserved