How To Forward A Fax On The App (iOS)

Fax forwarding is now available in the Doximity mobile app. Users can forward a fax as a new fax or email, or use the Share option to access additional forwarding methods, such as text messaging.

NOTE: Forwarding as an Email or through Share Via... is currently only available on iOS.

 

How To Forward A Fax On The App (iOS):

  • To forward a fax from your device, access the Doximity app
  • Tap on the Fax button. This will open your Fax Inbox
  • Faxes can be forwarded from your fax Inbox, Sent, and Archive
  • Tap on the fax you wish to forward. Then tap on Forward at the bottom of the page
  • A pop-up menu will appear, allowing you to choose As FaxAs Email, or Share via... (to forward the fax using additional methods, such as via text)

 

Forwarding As A Fax

  • Tap As Fax and enter the recipient’s fax number or name in the To: field at the top of the page
  • You’ll then be taken to the fax composition screen to complete your fax. 
    • If desired, enter text in the Optional cover page text field above the Cover Sheet.
  • The content of the fax you are forwarding will be included in your fax as a PDF file
  • Below the 'Optional cover page text' section, you will see a preview icon of your forwarded fax PDF file next to your Coversheet and an icon of a box with a blue plus (+) sign
  • Tap the box with the blue plus (+) sign to choose another file from your device and add it as an additional attachment to your fax
  • Tap the PDF file icon to see a full-sized preview of your forwarded fax document

  • While viewing the preview of your forwarded fax, swipe left or right to review all pages of the document
  • To make edits to your document, tap Edit at the bottom of the page to enter editing mode
    • In editing mode, use the menu located toward the middle right-hand side of the screen to:

  • Once you are done editing, tap the blue checkmark in the upper-right corner to Save your changes and return to the file preview screen
    • If you wish to exit editing mode without saving your changes, tap the blue X in the upper left-hand corner
  • To exit the file preview, tap the blue arrow in the upper-left corner to return to the main fax page

NOTE: If you no longer want to include the forwarded fax PDF file, you can delete it in editing mode by tapping Delete at the bottom of the screen and confirming when prompted.

  • When ready, tap on the Arrow icon in the upper-right corner to send your fax

 

Forwarding As An Email

NOTE: If you choose to forward a fax As Email your personal email address will be visible to the recipient! Please ensure you choose to use an email address that you don't mind the recipient seeing. Also, to protect your patients, never send PHI via non-secure email.

  • Tap As Email to launch your iOS email client with the forwarded fax included as a PDF attachment
  • Enter the recipient’s email address in the To: field.
  • The From: field automatically preloads your most frequently used email address.
    • Tap your email address to open a pop-up list of all email accounts you’re signed into within the iOS Mail app
    • Tap the email address you want to send your message from

  • By default, the email subject line displays Doximity Fax. Tap the subject line to edit it if needed
  • Tapping on the body of the message will display your device's keyboard, allowing you to include a message with your forwarded attachment 
  • When ready, tap the blue arrow in the upper-right corner to send your email

 

Forwarding Using 'Share Via...'

NOTE: If you use Share Via... to forward your fax as a text message, your personal phone number will be visible to the recipient!  If you do not wish to disclose your phone number to the recipient, please use Dialer Text to send a no-reply text message to your patient. You can instead save your forwarded fax PDF file to your device and then add that PDF as an attachment in Dialer Text. Also, to protect your patients, never send PHI via text.

  • Tap Share Via… to open the iPhone share menu, where you can choose your preferred method to share your forwarded fax PDF document
  • Available sharing options may vary depending on the apps installed on your device. Common options include Text Message, AirDrop, and Notes. Scrolling down reveals additional options such as Print and Save to Files.
  • Tap on your preferred sharing method and follow the on-screen prompts to send or save your forwarded fax PDF.
  • IMPORTANT: If you use Share Via… to send the fax as a text message, your personal phone number will be visible to the recipient.
  •   If you prefer not to share your personal phone number, use Dialer Text to send a no-reply message instead.
  • To avoid disclosing your number, select Save to Files from the share menu, then attach the saved PDF when sending a message through Dialer Text.

    • For more information on how to add an attachment in Dialer Text please see the "How To Send A Text on the App" and "How To Send A Text on the Desktop" sections of the How To Send A Dialer Text FAQ

 


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