Collaborate on faxes with Telzio
How to collaborate on faxes with Telzio, such as adding comments, applying tags, and reassigning faxes to other users.
Collaboration tools are available on the Fax page of your Telzio Dashboard. Once you click on an inbound or outbound fax, you'll see the options to comment, assign, reassign, and tag a fax.
Comment on a fax
At the bottom of the fax page, you will notice a Comment section. You can comment on any fax that has been assigned to you. This will allow you and other users with access to that fax to view the comment you have made.
Once the comment has been submitted, it will be displayed on the right of the document with the name and time and date stamp below the comment.
Reassign a fax
Reassigning a fax is used in the most part to be able to assign the fax to a certain user. To reassign a fax to a different user, follow the steps below.
- Click on the fax to open it
- Click Reassign on the right side
- Select the user from the dropdown menu
- Click on Assign
After you reassign the fax, the user will receive an email notification that a fax has been assigned to them. The user can then view the fax and the prior comments and tags added to it. Unless you're an authorized user or administrator, you will no longer be able to access the fax after you reassign it.
Tag a fax
You can apply tags to faxes using the custom tags set by your organization's account administrator.
- Click on the fax you would like to tag
- Click on + Edit Tags on the right side
- Click on the tag to apply it (you can add multiple tags)
- Click on Update Tags
This will update the activity timeline with your name along with the changes you made.
To remove tags:
- Click + Edit Tags
- Unmark the tags that you would like to remove
- Click Update Tags
This will update the activity timeline with the updated tags.