Customizing the Fax Cover Page in 8x8 Work for Desktop

Customizing the Fax Cover Page in 8x8 Work for Desktop

Objective

Customize the cover page sent with internet faxes in the 8x8 Work apps, either by:

  • Filling in the standard cover sheet fields
  • Attaching your own document as the cover page

Applies To

  • 8x8 Work
  • Fax

Procedure

Option 1: Default Cover Sheet

  1. In the app's left navigation bar, click the Fax icon.
  2. Click + to create a new fax.
  3. Enter the destination fax number in the To field.
  4. To edit the cover page, click the right-facing arrow next to the Cover field.
  5. Enter a Recipient Name and a Note (if applicable).

A screenshot of a computer AI-generated content may be incorrect.

  1. Click Save.
  2. Add your fax details or attachments as needed.
  3. Click Send (airplane icon).

Option 2: Custom Cover Sheet Document

  1. Create a PDF document that acts as the cover sheet by including all required information (e.g., company logo, practice info and/or privacy statement, etc.) in the desired layout.
  2. In the app's left navigation bar, click the Fax icon.
  3. Click + to create a new fax.
  4. Enter the destination fax number in the To field.
  5. In the Cover field, confirm None appears. This ensures the app default cover sheet will not be sent.
  6. Make sure you leave the Subject field empty. If you add a Subject line, the cover will be automatically changed to Default and it will add the Default Cover Sheet template to the fax you are sending. 

A screenshot of a phone AI-generated content may be incorrect.

  1. Attach the custom cover sheet PDF you created by doing one of the following:
    • To the right of the Attachments field, click the paperclip icon, then select the file to attach.
    • Drag the file from your desktop or file explorer into the Drop file area.
  2. Continue to add fax details or attach any other needed document files.
  3. Click Send (airplane icon).


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