Faxing Multiple Documents at Once

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

Faxing Multiple File Attachments

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

1. Navigate to the client profile.
2. Open the "Files" tab.
3. Click on the selection button (see image below):

   

4. Select the files you want to fax.
5. Click on "Bulk Actions > Fax".

   

Faxing Multiple Documents

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

1. Navigate to the client profile.
2. Click on the 3 dots icon (top right of screen) and then on "Fax Documents".

   

3. Select which documents you want to fax and click on "Continue".

   

4. Enter the recipient information and click on "Send Fax".