Use this quick reference to send paperless faxes from Windows applications using Communication Director DesktopFax.
This guide provides a step-by-step walkthrough of the faxing process and includes a downloadable version. Bookmark this link and download the PDF at end of page for a training tool when onboarding new users or a quick daily reference.
Whether you're new to the platform or just need a refresher, this guide has you covered.
Step 1: Print you document
Open your document and choose 'CDS DesktopFax' from your printer list
Click Print
Step 2: Log in
A browser window will open Communication Director Desktop Fax
Log in
Step 3: Add recipients
Verify you are on the 'Send' tab
Select a phone book
Click the 'arrow with underline' icon to add people or groups you want to fax
Step 4: Check your document
Confirm your document appears in the fax content area and is selected
A checkmark in the 'Include' column indicates it's selected and ready to send
Step 5: Add a cover page
Check the box next to the recipient’s name in the Cover Page column
If the box is already checked and grayed out, a cover page is required.
Choose a cover page from the template menu
If one is already selected and grayed out, that is the template you are required to use.
Add a subject and note if needed
Step 6: Send your fax
Preview your cover page or fax content to make sure everything looks good
Click the 'Send' icon in the bottom right
Sending a fax through DesktopFax is fast, efficient, and eliminates the need for traditional paper-based processes, physical fax machines and MFPs. By following these six steps, you’ll ensure your fax includes all the required information and is ready for successful delivery.
If you are interested in more advanced features and functionalities with DesktopFax, look into configurations for shared phone books, requiring a cover page, and emailed or printed confirmation pages.
Additionally, faxing from a Windows application with DesktopFax is just one of the many workflows available from Communication Director. Faxing directly from MEDITECH or Epic, automated outbound and inbound faxing, MFP integrated faxing, and email deliveries are just some additional options.
For more information, support, or to learn about optimizing your faxing environment, contact us here.
DesktopFax Quick Reference Guide Download
Would you like an easy-to-follow DesktopFax reference guide for your files or to print? Download this one-page version for you or to share with your team .
