sipgate team & trunking Help

Creating Fax Templates

Under New Fax  --> Manage Templates you'll be able to find and edit your custom fax templates. 

 

Creating Fax Templates:

  • Under Manage Templates click Create template 
  • Under Layout the fields to be included (e.g. Sender, Recipient, Subject, etc.) can be chosen.

To change a field's positioning, click the field and hold down the mouse button to drag the field to the desire location.

The size of a field can be changed by clicking on the green square in the corner of fields and holding down the mouse button.

  • Click Upload  under Background to upload a PDF file to use as a background. 
  • After you've set up your fax template click Save  and enter a template name in the pop-up window.
  • Your templates will be listed under the Manage templates tab.
  • To edit template simply click on the template.
  • To delete a template tick the box in the corner of the template to be deleted and click Delete Selected Template.

 

Using Fax Templates:

  • To add a template to a fax, in the Send fax menu under Letters click 'change'.
  • In the pop-up window click on the template you wish to use.
  • The selected template layout will be added to your fax.

 

 

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