Adding fax contacts/recipients

Your previous fax contacts will save to the “Recipient Organization” dropdown, but it’s easy to create a new contact when generating a referral. To do so, begin the fax generation process. Then:

1. On the Fax Details screen, click on the “Recipient Organization” box and type the name of the contact.
2. Click “Create: [Name of Contact]"
3. Next add a "Recipient Name"
4. Add phone number and any other requested information
5. Check the box to "Create New Contact" if you'd like to save this contact for future use
6. Click “Generate Cover Page” and continue referral process