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Microsoft SharePoint and Fax

Overview

A SharePoint connection could help operations teams start with the approved version held in a shared library.

Proposed workflow

  1. Find the approved version

    Pick a document from a library you can access.

  2. Complete the packet in Fax

    Add any attachments required by the recipient and review the final PDF.

Use it with Fax today

Download the approved file from SharePoint, then upload it to Fax.

Good to know

Library permissions and organizational sharing rules would govern which files can be selected.

All integrations
  • Google Drive

    Bring selected PDFs, scans and Office files from Drive into a fax draft.

  • Dropbox

    Pick a scanned form or signed PDF from Dropbox and prepare it for fax.

  • Microsoft OneDrive

    Add a saved Microsoft 365 document or PDF from OneDrive to a fax draft.