O-5-600 Send Fax via Zoom

🎯 PURPOSE

Outlines the process for a back office user to send a fax using the Zoom application.

🔄 PROCESS

1. Open the Zoom Workplace desktop app and sign in.

2. Click the Phone tab on the left sidebar:

   

3. Under Phone, select the Fax tab:

   

4. Click the + New fax (or +) button to create a new fax:

   

5. In the To field, enter the recipient's fax number:

   

   1. This can be a contact name or just a fax number.
   2. What shows on the cover sheet depends on what you enter:
      • If you select a saved contact: their name appears in the To field.
      • If you enter only a fax number: only the number appears (no name)

6. (Optional) Select the From number from the dropdown — this can be your personal Zoom Phone line, a shared line group, auto receptionist, or call queue (if you have access):

   

7. Add a cover page if desired (customizable in most cases).

   

8. Attach your document(s):

   • Click Upload, drag and drop, or use Zoom's file picker for cloud storage (e.g., Google Drive, Dropbox):

     

9. (Optional) Add a subject or note in the body. Do not include PHI.

   

10. Click Send:

    

📅 Effective: 10.21.2026  | 🛠️ Revised: N/A |  ✅ Approved: JS