Fax Cover Sheets

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David_D
Posts:3
Joined:Fri Nov 22, 2019 4:14 pm
Fax Cover Sheets

Post by David_D » Fri Nov 22, 2019 4:36 pm

When faxing from a computer, most applications include a convenient, integrated cover sheet option that prompts for recipient info and comments / instructions. Without this, the process of incorporating a cover sheet into faxes delivered through Ooma's online faxing service is tedious:

1. Produce your document
2. Convert doc to PDF
3. Produce a cover sheet
4. Convert cover sheet to PDF
5. Merge cover sheet PDF and document PDF (requires not-free Acrobat Pro)
6. Send combined PDF with Ooma fax service

Or, produce the document and cover sheet, print them both to paper, and scan them to PDF? Ugh.

By contrast, prompting for recipient name, phone, and comments to produce a cover sheet on the fly would be a pretty easy feature to develop.

I hope this is helpful.

islandmemorial
Posts:1
Joined:Sat Feb 29, 2020 1:40 pm

Re: Fax Cover Sheets

Post by islandmemorial » Sat Feb 29, 2020 1:42 pm

You could not have made a more better suggestion than this one. This is a complaint that all my staff making faxes always mentions. I hope OOMA reads this and can make this a reality. It will help their brand very much!!

ace79942
Posts:2
Joined:Thu Sep 03, 2020 3:49 am

Re: Fax Cover Sheets

Post by ace79942 » Thu Sep 03, 2020 6:29 am

I had a conversation with an agent about this, I miss the way Ring Central used to do this flawlessly. Cover sheets are absolutely critical and the way the OOMA system does it, you have to have your own template in word, constantly edit it with [Date:, from:, to:, number_of_ pages:, description]....etc... then save it to pdf, then send that as one fax (alone) first. Then send the rest of your fax, because what the system doesn't allow you to do, is attach multiple files where let's say (the first pdf) is the cover sheet; which would allow you to send multiple pdf files in sequence, sent in the order you have them listed.. (other systems would)

Now you can do it as the previous user said in his post, merge all the pdf's together and make it into one single pdf file, where the first page is the cover sheet followed by the rest... Vonage does it similar to Ring Central as well...Integrated Fax Cover Sheet. I will tell you it has been numerous times on OOMA where I would send the cover sheet first separately from the rest to a very busy fax line, and when I'm ready to send the rest of the fax body after the cover sheet has been received, I get stopped in my tracks with a busy fax line; at which point I forget it for an hour or two, get side tracked only to find out later and get a call from a customer, - "Hi, we received a cover sheet, but not the fax" :?:

What a pain.
I'd like to write OOMA a letter to their corporate office regarding this necessary feature.

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