Faxing from Report Finder

This guide provides a comprehensive workflow for efficiently faxing multiple reports from the Report Finder, streamlining the process for clients. It highlights the ability to filter and select reports easily, ensuring that users can send faxes quickly and effectively. Additionally, it offers important details on managing fax confirmation and settings, making it essential for anyone looking to optimize their faxing operations. By following this guide, users can enhance their productivity and ensure accurate communication with clients.

Noteable Support
20 steps

Mynoteable

Faxing multiple reports for a client from the Report Finder area. Note: This workflow **will allow you to fax multiple reports at once**. If you need to fax one report for a client, you can fax directly from the Client Area.

Click "Report Finder"

Set your filters at the top for the appropriate date range you wish to pull reports for.

Under the Clients filter, search and select the client you are looking to fax multiple reports for.

Under the Reports filter select any/all reports that you would like to fax together for this client.

Once all filters are set appropriately select the Search button.

All Reports that you filtered for will show in a list view.

Click "View All" under apply action **Note: You can also select more granularly with the checkboxes if there is a subset of the reports that pulled up that you would like to fax and choose "View Selected" instead of "View All".**

All reports in the list, or all selected will pull into one scrollable document. Select the Fax option at the top to Fax these out together.

Review the Fax Cover Sheet entering any additional details that should be provided then select the Send Fax option at the top of the page.

Where to find Fax Confirmation.

Once items are faxed either from the client chart or the report finder area you will have the status of the fax show under the Faxed column in that client's chart under the report tab. Click the link (if it is marked as Success) to view more fax confirmation details

To download the **full Fax Confirmation Page along with pages that were sent out** select the paper icon. This will download the fax confirmation to your computer so you can open and review.

For a **Fax Confirmation Summary**, select the Print Icon.

A Fax Confirmation will also always be noted under the client's Uploaded Files tab as well to review as needed.

If you aren't seeing the Fax option under finalized reports in Noteable you may need to check the Report's Fax Settings. An Administrator on your team can do so by following the steps below.

Click "Administration"

Click into the Program you need to review report faxing settings under.

Under the Report Templates tab ALL Reports that are currently able to be faxed will have a green checkmark in the respective "Faxable" column. **Note: Case Notes are the only items that do not have the option to be Faxed.**

If you notice the report you are trying to fax has a Red "X' under the Faxable column you'll need to edit the settings of that report by select the checkbox.

Once selected click on the edit pencil that appears.

Switch the "Enable E-Faxing" toggle to "Yes"

Click "Done" to save these changes

If the "Enable E-Faxing" is not showing for reports it means that you currently do not have the E-Faxing subscription turned on for your site. Reach out to your Partner Advocate or [success@mynoteable.com](mailto:support@mynoteable.com) to enable this subscription. Note: E-Faxing is an additional $25.00/month added to your monthly invoice.

Faxing from Report Finder

Noteable Support
20 steps

Mynoteable

Faxing from Report Finder

Click "Report Finder"

Set your filters at the top for the appropriate date range you wish to pull reports for.

Under the Clients filter, search and select the client you are looking to fax multiple reports for.

Under the Reports filter select any/all reports that you would like to fax together for this client.

Once all filters are set appropriately select the Search button.

All Reports that you filtered for will show in a list view.

All reports in the list, or all selected will pull into one scrollable document. Select the Fax option at the top to Fax these out together.

Review the Fax Cover Sheet entering any additional details that should be provided then select the Send Fax option at the top of the page.

Where to find Fax Confirmation.

To download the **full Fax Confirmation Page along with pages that were sent out** select the paper icon. This will download the fax confirmation to your computer so you can open and review.

For a **Fax Confirmation Summary**, select the Print Icon.

A Fax Confirmation will also always be noted under the client's Uploaded Files tab as well to review as needed.

If you aren't seeing the Fax option under finalized reports in Noteable you may need to check the Report's Fax Settings. An Administrator on your team can do so by following the steps below.

Click "Administration"

Click into the Program you need to review report faxing settings under.

If you notice the report you are trying to fax has a Red "X' under the Faxable column you'll need to edit the settings of that report by select the checkbox.

Once selected click on the edit pencil that appears.

Switch the "Enable E-Faxing" toggle to "Yes"

Click "Done" to save these changes