Fax Coversheets | Updox Help Center

Where do I find fax coversheets?

There are two ways to get there:

From Fax: In the left-hand menu, click Fax, then click the Coversheets tab.
From Admin (admins only): In the left-hand menu, click Inbox, then Admin, then Fax Coversheets.

Updox gives every practice a Default coversheet so you can start faxing right away.

The Default coversheet can't be edited or deleted.
The only change you can make is to set it as your primary coversheet.
If you don't create any custom coversheets, the Default coversheet is used for all outgoing faxes.

Go to the Coversheets tab.
Click + New Fax Coversheet.
Give the coversheet a name. Each coversheet in your practice must have a different name.
Write your message. Use the formatting toolbar to style it and the variables list to add information that fills in automatically. See "What coversheet variables can I use?" below.
To make this your main coversheet, check Primary Coversheet.
Click Save.

Variables fill in automatically from your Updox information when you send the fax. For example, [currentdate] fills in today's date.

Variable	What it fills in
[currentdate]	Today's date
[fromName]	The sending user's full name as it appears in Updox
[fromFax]	Your practice fax number from Admin settings
[fromTel]	Your practice's main phone number from Admin settings
[fromLocation]	Your location name instead of the Updox account name. Only for accounts with multiple locations.
[toName]	The recipient's name as it appears in your Updox Address Book
[toFax]	The recipient's fax number from your Updox Address Book
[doctorName]	Only for accounts connected to an integrated EMR. A dropdown to pick the doctor appears when you send the fax.

The primary coversheet is used for all outgoing faxes, unless you choose a different coversheet when you send the fax.

Open the coversheet you want to use, check Primary Coversheet, and click Save.

Open the coversheet, make your changes, and click Save. The Updox Default coversheet can't be edited.

Duplicating saves time when you want a new coversheet that's only slightly different from one you already have.

Click Delete on the coversheet. You can do this whether or not the coversheet is open in edit mode.

You can't delete:

The Updox Default coversheet
The primary coversheet. To delete it, first make a different coversheet primary.

When you send a fax, pick the coversheet from the coversheet dropdown.

Choosing a coversheet here only affects that fax. It doesn't change your primary coversheet.