What is Advanced Fax Routing?
Advanced Fax Routing lets you set up rules that control where incoming faxes go in Updox.
Advanced Fax Routing is included with your Updox subscription at no extra charge.
It's turned on automatically for new customers.
Existing customers can upgrade whenever they're ready.
Who can set up Advanced Fax Routing?
Routing is set up in Admin, so you need Admin access.
How do I upgrade to Advanced Fax Routing?
In the left-hand menu, click Inbox.
Click Admin in the top right, then click Fax Settings.
Click Upgrade Now.
Important: You can't downgrade after you upgrade. Advanced Fax Routing can't currently be removed from your account.
What happens to my existing fax rules when I upgrade?
Updox automatically copies your existing Fax Settings rules into Advanced Fax Routing. You don't need to recreate them, and your faxes keep routing the same way.
After you upgrade:
The routing settings on the Fax Settings page go away.
You add and change rules on the Advanced Fax Routing page instead.
What if I don't upgrade?
Your faxes keep following the standard routing rules in Inbox > Admin > Fax Settings.
Where do I find Advanced Fax Routing?
Once Advanced Fax Routing is on, you can open it two ways:
From Admin: In the left-hand menu, click Inbox, then Admin, then Advanced Fax Routing.
From Fax: In the left-hand menu, click Fax, then click the Routing tab.
How do I add a routing rule?
Click Add New Rule in the top right corner.
Set up the rule in the pop-up window.
Click Create Rule.
The new rule appears on the routing page.
How do I change a routing rule?
Click the rule.
Make your changes in the pop-up window.
Click Update Rule.
How do I delete a routing rule?
Use either of these:
Option 1: Hover over the rule, click the trash can icon next to Notes, and confirm.
Option 2: Click the rule, click Delete in the pop-up window, and confirm.
How do I delete several rules at once?
Check the box next to each rule you want to delete. To pick every rule, check Select All.
Click the red Remove button.
Confirm.