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Using message templates as a Quick Message for incoming faxes and documents
Using message templates as a Quick Message for incoming faxes and documents
Updated over a week ago

After you've created message templates and set quick actions, you can quickly message incoming faxes or documents to a user. This provides a quick way of managing your inbox items and assigning tasks.

Steps

1. From the main menu, click Inbox.

2. Click the fax or document where you want to use a message template.

3. Click Quick Message and select a quick action message template.

📌 Note: The quick action displays the name of the recipient.

The New Message window appears with the recipient selected and document attached.

4. Enter your message details, such as: additional recipients, attachments, or marking the message as urgent, and then click Submit.

A green Message sent notification appears indicating your message sent sucessfully.

Updated April 9, 2024

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