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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
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Sending-(Faxing) Outbound with Favorites setup
Sending (Faxing) without Favorites setup
Sending-(Faxing) Outbound with Favorites setup
1
Select the transaction you want to "Send" out
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Tip! If you have the Quick button "Send" setup, you can just skip Steps 2 and 3 and just select the Quick Button "Send"
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2
Click "Actions"
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3
Select "Send" from the drop-down list.
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4
In the "Send" Pop up, fill out the cover sheet (To, From, Subject)
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5
Click Favorites tab
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6
Click the box next to your contact you want to send to.
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7
Click "Send" to start the faxing out process.
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8
Click "Close" to return back to Tracker.
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Sending (Faxing) without Favorites setup
9
Do the above Steps 1-4
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10
After filling out the Coversheet, select the "Contacts" tab.
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11
In the "Additional destinations" type in the 10 digit number you want to send to.
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12
Click "Send" at the bottom of the pop up.
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13
Click "Close" to return back to Tracker.
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