How to "Send" (Fax Out) from Tracker

This guide provides step-by-step instructions on how to send a fax from Tracker, making it a valuable resource for anyone who needs to send faxes electronically. This document covers "Sending" instructions for both with a Favorites Tab setup and then one without Favorites using the Contact Tab in the Sending pop up.

Chris Pentland
13 steps
2 minutes

Sending-(Faxing) Outbound with Favorites setup

Select the transaction you want to "Send" out

Tip! If you have the Quick button "Send" setup, you can just skip Steps 2 and 3 and just select the Quick Button "Send"

Click "Actions"

Select "Send" from the drop-down list.

In the "Send" Pop up, fill out the cover sheet (To, From, Subject). If you don't need the coversheet, then slide the Attach Coversheet ball to the left by clicking on it.

Click Favorites tab

Click the box next to your contact you want to send to.

Click "Send" to start the faxing out process.

Click "Close" to return back to Tracker.

Sending (Faxing) without Favorites setup

Do the above Steps 1-4

After filling out the Coversheet, select the "Contacts" tab.

In the "Additional destinations" type in the 10 digit number you want to send to.

Click "Send" at the bottom of the pop up.

Click "Close" to return back to Tracker.

How to "Send" (Fax Out) from Tracker

Chris Pentland
13 steps
2 minutes

Sending-(Faxing) Outbound with Favorites setup

Select the transaction you want to "Send" out

Tip! If you have the Quick button "Send" setup, you can just skip Steps 2 and 3 and just select the Quick Button "Send"

Click "Actions"

Select "Send" from the drop-down list.

In the "Send" Pop up, fill out the cover sheet (To, From, Subject). If you don't need the coversheet, then slide the Attach Coversheet ball to the left by clicking on it.

Click Favorites tab

Click the box next to your contact you want to send to.

Click "Send" to start the faxing out process.

Click "Close" to return back to Tracker.

Sending (Faxing) without Favorites setup

Do the above Steps 1-4

After filling out the Coversheet, select the "Contacts" tab.

In the "Additional destinations" type in the 10 digit number you want to send to.

Click "Send" at the bottom of the pop up.

Click "Close" to return back to Tracker.