Create and Manage Fax Contacts

You can manage fax contacts for your entire team from the admin fax console. Users with send permission can also create and edit contacts from the content library; all contacts are shared across the team.

Open admin Fax Contacts

1. In the admin sidebar, click Faxes.
2. Open the Contacts tab.

Direct link: Admin Fax Contacts

Create a fax contact

1. Click New Contact.
2. Complete name, fax number, and optional profile fields (salutation, designation, NPI, company, address).
3. Complete Permission basis (required). See Permission and EBR for Fax Contacts in this category.
4. Click Create.

Edit a fax contact

1. Find the contact and click Edit.
2. Update fields and click Update.

If the fax number changes, permission must be re-attested for the new number.

Unsubscribe or resubscribe

On the contact edit screen, simply hover over the status (e.g., 'Active').

• Unsubscribe — Blocks future sends to this number (same as recipient using the public unsubscribe page).
• Resubscribe — Available when the contact is unsubscribed; restores ability to send after your team confirms it is appropriate.

See Manage Fax Unsubscribe and Resubscribe in this category.

Contacts created by users

Reps can add contacts from Fax Contacts in the content library. Those contacts appear in the admin list. Admins can edit any team contact, including completing missing permission attestation.

Delete a contact

A contact can be deleted only if it has no fax messages. If messages exist, keep the contact for history or unsubscribe instead of deleting.

Search

Use the search box on the contacts list to filter by name, company, or fax number.