Receiving an E-Fax & Attaching a Document

Receiving an E-Fax & Attaching a Document

The below tutorials review the prcoess of recieving an e-fax notification through Healthy Roster and how to attach that document to an individuals profile.

E-Fax is an add-on service. If this is somehting you are interested in please reach out to success@healthyroster.com.

Receiving a Fax Step-By-Step Tutorial:
  1. Once logged in scroll down and go to 'Notifications' or click on 'Notifications' along the left-hand navigation.
  2. Click on the Incoming Fax notification.
  3. This will download the file as a pdf to your computer
  4. Once you open the file you have the ability to save it to an athlete's profile from your computer. You can find those instructions listed below.

Attaching a Fax to an Individual's Profile Step-By-Step Tutorial:

  1. Once logged in go to the individual's profile.
  2. Click on the 'Documents' tab.
  3. Click on 'Upload a Document'.
  4. In the 'Document Type' drop-down menu choose 'Other'.
  5. Add any notes if necessary.
  6. Click on 'Select file'
  7. Choose the file in question you want to upload to their profile.
  8. Once uploaded click 'Next'.
  9. From here you can who you would like to make this document visible to. If you select 'custom you will be able to pick and choose who has access to that new document.


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