This article will walk you through the steps of organizing faxes and assigning them to your team members on the Team plan.
You will need to login into your account and go into My Practice > Documents.
From the Team Member dropdown list on the left-hand side, you can select the team member that you would like to sort the faxes for.
Now click on Faxes> Received Faxes folder.
Within the Received Faxes folder, hover on the file and click on the Copy to... option. You can then select the folder you'd like to move this file to.
Once the fax has been moved to the desired client’s document folder, you can navigate there by selecting your client’s name underneath My Documents.
You can click on the Edit icon next to the document and edit details like the document name, description, and select the clients that you would like to share this file with if desired.
