Confirm the document and destination
Open the approved document in Files or Print and use its available fax action. Confirm the workspace, client, document, and complete page set before sending.
Review the recipient's fax number independently. Enter the recipient name and subject, and decide whether to include a cover page. Keep the cover note limited to what the recipient needs.
If the dialog requires an acknowledgment for sensitive information, review the actual document and destination before confirming it.
Send once
Review the final values, choose the send control, and wait for the visible result. If a transmission is already pending, inspect it instead of creating another.
Closing the dialog does not establish cancellation. An uncertain response does not establish that nothing was sent.
Inspect Fax activity
Open the Fax area in Phone. Use the direction filters and search to find the transmission by client, document, recipient, or number. Confirm the time and direction before opening it.
Review the status and page counts. Use Refresh fax status to check an in-progress result and Open document to inspect the associated document.
Interpret the status
- Queued, Submitted, and Sending describe progress; they do not confirm delivery.
- Delivered records a successful transmission result, not that a person read it.
- Received identifies an incoming fax.
- Failed and Cancelled require inspection before any new attempt.
- Needs verification means the outcome is uncertain.
After a failure, check the destination, page count, and latest status before retrying. If delivery is uncertain, investigate the existing transmission first to avoid duplicates.
Protect received and downloaded documents
Confirm the correct client association and who may access the document. Store and share it through the authorized Files workflow. A downloaded copy remains sensitive outside Workganic.
If fax activity cannot load, retry or contact Support with the time and visible status, without copying client documents into the support message.