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Setting up a fax cover page

Last updated on May 4, 2022
A fax cover page typically includes the sender’s and recipient’s names, and sometimes a short note. You can attach a cover page to faxes that you send with RingCentral.

Where do you want to set up your fax cover page?
Desktop & web
Mobile
Admin Portal
Email
Phone app
  1. Open the RingCentral app on your desktop or web browser.
  2. Select Fax from the left navigation bar.
Note: Depending on how you’ve customized your tabs, you may need to select Fax from the More menu.
  1. Click New fax in the upper right corner.
Click New fax
  1. Enter the recipient’s phone number in the To field.
  2. Select a Cover page style.
Note: If you’ve used a cover page but don’t want to include one this time, select None.
  1. If you’d like, add a Cover page note.
  2. Attach the files you want to fax, then send your fax.
  1. Open the RingCentral mobile app.
  2. Tap Fax in the bottom menu bar.
Note: Depending on how you’ve customized your tabs, you may need to tap More first.
Tap Fax
  1. Tap the plus icon in the upper right corner.
Tap the plus icon
  1. Enter the recipient’s name or phone number in the To field.
  2. Tap Cover page and choose a style.
Note: If you’ve used a cover page but don’t want to include one this time, select None.
Tap Cover page and choose a style
  1. If you’d like, add a Cover page note.
Add a Cover page note
  1. Tap Save.
  2. Attach the files you want to fax, then send your fax.

Setting up your own cover page

  1. Go to the Admin Portal and sign in. If you’re an admin, click Admin Portal > My Extension in the top right.
Go to My extensions
  1. Select Settings in the top menu. 
  2. Go to Outbound Calls/Faxes > Fax Settings.
Go to Fax settings
  1. Enter the company name and full address.
  2. Under Phone Number, click Edit and select the number you want to display on the cover page as your main phone number. Once selected, click Done.
Note: If you select your company’s main number, your extension number will also be included on the cover page.
Select number
Select number
  1. Under Fax Number, click Edit and select the number you want to display on the cover page as your fax number. Once selected, click Done.
  2. Under Cover Page, click Select and pick a design under Default Cover Page. Once selected, click Done.
Cover Page Info
  1. Click Save.

Setting up someone else’s cover page

If you’re a Super Admin, you can set up a cover page for someone else in your company. 
  1. Go to the Admin Portal and sign in. 
  2. Click Users in the top menu.
  3. In Users with Extensions, select a user from the list.
  4. Go to Outbound Calls/Faxes > Fax Settings.
Go to Fax settings
  1. Enter the company name and full address.
  2. Under Phone Number, click Edit and select the number you want to display on the cover page as the sender’s main phone number. Once selected, click Done.
Note: If you select your company’s main number, the sender’s extension number will also be included on the cover page.
Click Edit
Select Number
  1. Under Fax Number, click Edit and select the number you want to display on the cover page as the sender’s fax number. Once selected, click Done.
Select cover page
  1. Under Cover Page, click Select and pick a design under Default Cover Page. Once selected, click Done.
  2. Click Save.

Setting up your own cover page

  1. Go to the Admin Portal and sign in. If you’re an admin, click Admin Portal > My Extension in the top right.
Go to My extensions
  1. Select Settings in the top menu. 
  2. Go to Outbound Calls/Faxes > Fax Settings.
Go to Fax settings
  1. Scroll down to Faxes Sent via Email.
Faxes Sent via Email
  1. Under Cover Page Note, choose how you would like to display your note.
    • Use Subject Line: The email’s subject line will become the cover page note. 
    • Use Email Body: The email’s body will become the cover page note.
    • Omit cover page if note is blank: If a fax is sent without a cover page note, a cover page won't be used. 
  2. Enter the email addresses that can send faxes for this user and click Add
  3. Click Save

Setting up someone else’s cover page

  1. Go to the Admin Portal and sign in. 
  2. Click Users in the top menu.
  3. In Users with Extensions, select a user from the list.
  4. Go to Outbound Calls/Faxes > Fax Settings.
Go to Fax settings
  1. Scroll down to Faxes Sent via Email.
Faxes Sent via Email
  1. Under Cover Page Note, choose how you would like to display your note.
    • Use Subject Line: The email’s subject line will become the cover page note. 
    • Use Email Body: The email’s body will become the cover page note. 
    • Omit cover page if note is blank: If a fax is sent without a cover page note, a cover page won't be used. 
  2. Enter the email addresses that can send faxes for this user and click Add
  3. Click Save
The RingCentral Phone app lets you choose a standard cover page as your default, or you can create your own. Select a standard cover page from the dropdown menu, or add a custom cover page by following the popup window instructions to create a template with the fields you want to use. 

Using a standard cover page

  1. Open the RingCentral Phone app.
  2. Select Compose fax from the bottom menu bar.
Select Compose Fax icon
  1. Enter the recipient’s name or number.
  2. Select a Cover Page style. To preview, click the View icon.
Note: If you don’t want to include a cover page, select None.
Select Cover page style
  1. Click the checkmark to confirm your selection.
  2. If you’d like, add a Note.
  3. Attach the files you want to fax, then send your fax.

Creating a custom cover page

  1. Open the RingCentral Phone app.
  2. Select Compose fax from the bottom menu bar.
Select Compose Fax icon
  1. Go to the Cover Page style selections dropdown menu, and click the plus icon next to Custom Cover Page.
Click Custom Cover page
  1. Name your custom cover page, and follow the instructions in the popup to create a DOCX file template with your custom fields.
Name your custom cover page
  1. To add the template you’ve created, select Attach file and click Save
Note: Once added, the template appears under Custom Cover Page.
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