How to Send a Transaction and/or Documents by Fax


Step 1:

Click on the SEND FAX button in the zipVault® tab.


Step 2:

Enter the fax number you wish to send the transaction/documents to, along with any additional comments. You can also pull a fax number from a saved contact by clicking on the Address Book icon. You can also choose whether to get a delivery confirmation or whether you wish to attach a fax coversheet.


Step 3:

Choose the forms/documents you wish to send in the fax, and then click on the Send button.


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