Fax Multiple Documents at Once

Whether you use PracticeQ's built-in faxing or our integration with SRFax, you can now fax multiple documents or files from the same client at once.

Fax Multiple File Attachments

In order to fax multiple files from a client a once, follow the steps below.

  1. Click Lists → Clients and open the client's profile.
  2. Select the Files tab.
  3. Click the arrow button.
  4. Select the files you want to fax.
  5. Click Bulk Actions → Fax.

Fax Multiple Documents

In order to fax multiple documents, such as intake forms and notes, follow the steps below.

  1. Click Lists → Clients and open the client's profile.
  2. Click on the three dots icon and select Fax Documents.
  3. Select which documents you want to fax and click Continue.

  4. Enter the recipient information and click Send Fax.

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