Receiving an E-Fax & Attaching a Document
Updated
by
Amelia Boyer
Receiving an E-Fax & Attaching a Document
The below tutorials review the process of receiving an e-fax notification through Healthy Roster and how to attach that document to an individual's profile.
E-Fax is an add-on service. If this is something you are interested in please reach out to success@healthyroster.com.
If a fax fails to send the sender will receive will be notified within HR through notifications.
Receiving a Fax Step-By-Step Tutorial:
- Once logged in scroll down and go to 'Notifications' or click on 'Notifications' along the left-hand navigation.
- Click on the Incoming Fax notification.
- This will download the file as a pdf to your computer
- 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:
- Once logged in go to the individual's profile.
- Click on the 'Documents' tab.
- Click on 'Upload a Document'.
- In the 'Document Type' drop-down menu choose 'Other'.
- Add any notes if necessary.
- Click on 'Select file'
- Choose the file in question you want to upload to their profile.
- Once uploaded click 'Next'.
- 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.
