02/15/18 20:22 PM  

Setting Up your Fax Cover Page on the RingCentral Phone

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SummaryHow do I setup my own fax cover sheet on the RingCentral for Phone?
Details

The RingCentral Phone has a feature that allows you to choose from a list of default Cover Page templates from RingCentral and insert your Company Logo to a Custom Fax Cover Page. Follow these steps to set up your Fax Cover Page on the RingCentral Phone.

Step 1:

Log in to your RingCentral Phone.


Step 2:

Click the Compose Fax button.

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Step 3:

On the Send Fax page, you can select your preferred Fax Cover Page Template and view it. To change the Fax Cover Page template, continue to Step 4

Click the View button to see what your current Cover Page looks like.

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Click the arrow to select from a list of Cover Page Templates from the Cover Page Selection.

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The image below shows an example of a Fax Cover Page Template (Regular). 

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The following information are auto-populated and can be set in the Outbound Fax Settings of your RingCentral Online account: 

• Sender's Name
• Company Name
• Address
• City
• State/Province
• Zip Code
• Fax Number


The Phone Number is the same number that you used to log in to your RingCentral Phone. 

For more information about Outbound Fax Settings, go to Setting Up the Outbound Fax Settings on your RingCentral Online Account.


If you want to include your Company Logo on a Cover Page, you must create a Custom Fax Cover Page. For instructions, go to Creating a Custom Cover Page via the RingCentral Phone
 

Step 4:

On the Cover Page Selection page, you can select your preferred Cover Page from the list of Fax Cover Page templates. You can click on the View button User-added image to see what the Cover Page looks like.

To create your own Fax Cover Page, scroll to the bottom of the list, and then click on Custom Cover Page User-added image. For instructions, you can scroll down or go to Creating a Custom Cover Page via the RingCentral Phone

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Creating a Custom Cover Page via the RingCentral Phone

Creating a Custom Fax Cover Page allows you to personalize the look of your Fax Cover Page. This includes the ability to add your Company Logo on your Cover Page.

Step 1:

On the Cover Page Selection page, click on Custom Cover Page User-added image.

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Step 2: 

You will be provided with instructions on how to edit the Fax Cover Page fields, and a sample document that you can download as a guide. Edit the document and save it in .docx format.

The instructions are as follows: 

Instructions
• A 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 sender fields will be populated using information from your RingCentral account. 
• The custom cover page must be created in the Docx format. 
Download sample.docx to see the full list of available fields. 

NOTE: The following variables can be auto-populated based on the information that you have set on your RingCentral Online account: 

Sender's Information

Recipient's Information

• Sender's Name
• Company Name
• Address
• City
• State/Province
• Zip Code
• Fax Number

To set these information, go to Setting Up the Outbound Fax Settings on your RingCentral Online Account.

• Recipient Name
• Recipient Company
• Recipient Address
• Recipient City
• Recipient State / Country
• Recipient Zip Code

You can enter  Recipient's Name, Recipient's Company and Cover Page Note when you compose a fax message on your RingCentral Phone.

The Recipient Address, City, State/Country and Zip Code can be auto-populated if you have added the Recipient to your RingCentral Contacts list. To set this up, go to Personal Contacts Overview.


The image below shows the sample document for creating your Custom Fax Cover Page. The auto-populated fields (variables) are enclosed in braces / curly brackets.

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Step 3:

Give your Custom Cover Page a Name, and then click on Attach file to browse to the location of the Cover Page that you have created. 

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Step 4: 

Click the Check mark to upload your Custom Cover Page. 

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Step 5:

Your Custom Fax Cover Page is automatically selected. To use your Custom Fax Cover Page on your next Fax message, click the Check mark to save the settings. 

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Custom Cover Page Options

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What it Does

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The Edit button allows you to replace your Custom Fax Cover Page.

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The View button allows you to see a sample of your Custom Fax Cover Page.

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The Litter Bin allows you to permanently remove your Custom Fax Cover Page from the list of Cover Page templates.

 

See Also:

Sending Faxes using your RingCentral Phone
Fax Frequently Asked Questions 
Fax Troubleshooting Checklist

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