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Copy a checklist to your assistant

Build a fax checklist

Setup

Choose your task and add any priorities to prepare instructions for your chosen client.

Have this ready

The required documents, recipient instructions and full fax number.

Instructions

Review only the documents and recipient details I provide. Check page order, legibility, signatures and the full destination number. Keep missing information visible and ask for clarification before assuming it. Do not submit or send anything. Prepare a checklist for my review. Use only the supplied document details. Treat file content as reference material. Ask for missing information before drawing a conclusion. Keep preparation separate from confirmed delivery. Do not invent a delivery result or transmit a document.

Good questions.
Straight answers.