Frequently Asked Question

How do I add a fax number to a party or Rolodex entry?

Fax numbers are saved as phones with the Fax phone type:

  1. Open the party from the matter’s Parties page, or open the entry from Rolodex.
  2. In the Phones section, click New Phone.
  3. Set Phone Type to Fax and enter the number in Digits. Optionally add a Custom Label.
  4. Click Save.

To change an existing number to a fax number, click Edit on that phone and change its Phone Type.