How to Send/Fax Out a Transaction from Tracker
This document will show you how to send/fax out a document from Tracker.
Chris Pentland
9 steps
43 seconds
1
From Tracker, select the transaction you want to send by clicking on it.
2
Select "Actions"
3
Choose "Send"
4
In the pop up, fill out the coversheet to, from, and subject. You can fill in more notes in the notes section if you choose to add more details.
5
6
Select the "Favorites" tab if you have a fax destination setup and click on the number or if not, select "Contacts" tab to add hoc type in the fax destination number in the "Additional Destinations" in Step 8.
7
Click "Chrome Legacy Window"
8
9
Once you have either selected the number from "Favorites" or typed in the number in "Contacts", select blue "Send" at the bottom of that pop up and the fax will start. You can then choose "Close" to complete and go back to the main page in Tracker. Step
How to Send/Fax Out a Transaction from Tracker
This document will show you how to send/fax out a document from Tracker.
Chris Pentland
9 steps
43 seconds
1
From Tracker, select the transaction you want to send by clicking on it.
2
Select "Actions"
3
Choose "Send"
4
In the pop up, fill out the coversheet to, from, and subject. You can fill in more notes in the notes section if you choose to add more details.
5
6
Select the "Favorites" tab if you have a fax destination setup and click on the number or if not, select "Contacts" tab to add hoc type in the fax destination number in the "Additional Destinations" in Step 8.
7
Click "Chrome Legacy Window"
8
9
Once you have either selected the number from "Favorites" or typed in the number in "Contacts", select blue "Send" at the bottom of that pop up and the fax will start. You can then choose "Close" to complete and go back to the main page in Tracker. Step
