This article applies to agencies 



The Fax feature allows you to send or receive documents associated with a case.

There are two types of fax tabs inbound and outbound.


Outbound:  This shows details on the fax documents that were sent from Recovery Connect. 


Below you will see that there is a list of filters as well that are available to you.

 


Inbound: This tab gives you details on the received fax documents, which is similar to the outbound view discussed above. The inbound tab also has filters as well that are available to you. 



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Results will be displayed below in a list that includes the outcome of the fax sent. 


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  1. View: You have the ability to view the document. This will open on another page. 
  2. Attach case: This allows you to attach the faxed document to a specific case.
    • You must select a document type
    • Add case # as seen below when linking a Fax to a case.
    • To complete, click on the Attach button.

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 3. Delete: This will delete the fax from the list and will not be retrieved.


Below is an example of an opened document that was received as fax.

You also have the ability to download and print the fax as well.


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