To update an existing document with a new version via fax you will need to use the relay® Fax Coversheet. If you already have a fax coversheet printed for that document you can simply reuse it to fax in the new version. If you do not yet have a fax coversheet for the document you can create one using the steps below:
Step 1:
Open the transaction and click on the Documents tab.
Step 2:
Click on the Detail icon to the right of the document that you wish to update.
Step 3:
On the Document Detail page click on the Fax Coversheet button.
Step 4:
Enter the name of the person who will be using the coversheet. By default, your name will appear here but this can be changed. The other fields can be filled in as well if needed, but they are optional.
Step 5:
Click on Save to create the coversheet.
Step 6:
Click on the Print/View button to open the coversheet (in PDF format) and print it.
Or, click on Send if you wish to e-mail or fax the coversheet to someone else.
Step 7:
Once the fax coversheet is printed, follow the instructions on the coversheet to fax your document to relay®
