05/30/20 05:05 AM  

RingCentral Phone Desktop - Create a Custom Fax Cover Page

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This article contains steps for creating a custom fax cover page using the RingCentral Phone for Desktop. This step allows you to personalize the appearance and add your company logo to the cover page template.

 

How to create a custom Fax Cover Page using the RingCentral Phone for Desktop


1. Log in to the RingCentral Phone.

2. Click the Compose Fax User-added image button at the bottom of the app.

3. Click on arrow next to the Cover Page link. 

User-added image

4. Scroll to the bottom of the list, then click the Plus sign User-added image to add a custom cover page. 

User-added image

5. Enter the name for custom cover page. 

User-added image

6. Click on the sample.docx link to download the fax cover page template and see the full list of available fields. 

User-added image

7. Open the sample doc using MS Word or other doc editor software. Use the sample doc as a template for creating a custom fax cover page, then save it in .docx format. 

User-added image

Instructions

• The fields that can be automatically populated are enclosed in curly brackets. 

• The custom cover page must be created with fields that will be automatically populated by the application. You must format these fields with their respective variables. 

• The recipient fields (Recipient Address, City, State/Country and Zip Code) can be auto-populated if you have added the Recipient's information to your RingCentral Contacts list. To set this up, go to How to add a Personal Contact to your RingCentral account.

• The sender fields will be populated using information from your RingCentral account. To update your Sender information, log in to the RingCentral Online account, then go to Settings > Outbound Calls/Faxes > Fax Settings > Cover Page Info

The following fields are automatically populated by the application. 
 

Sender fields (From)Recipient fields (To)
• Sender Name• Recipient Name
• Sender Company• Recipient Company
• Sender Address• Recipient Street
• Sender City• Recipient City
• Sender State and Zip Code• Recipient State/Country and Zip Code
• Sender Phone• Recipient Phone
• Sender Fax• Recipient Fax


8. Click Attach file import the custom cover page file. 

User-added image

9. Click the Check mark at the upper-right corner of the app to upload your Custom Cover Page. 

User-added image

10. Your custom fax cover page is automatically selected. To use it as the default cover page, click the Check mark at the upper-right corner of the app to save the settings.

User-added image

 

Additional Options

User-added image

The Edit button allows you to replace the custom fax cover page.

User-added image

The View button allows you to see a sample of your custom fax cover page.

User-added image

The Litter Bin allows you to permanently remove the custom fax cover page.

 

RingCentral Phone, fax, cover page, custom, phone, app
RingCentral Phone Desktop - Create a Custom Fax Cover Page
Fax-Create-a-Custom-Fax-Cover-Page-RingCentral-Phone
 
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RC_Knowledge_Article
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Jan Michael Jayme
Jan Michael Jayme
English
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