Adding follow-up notes in Online Fax

Users can add follow-up notes to faxes, with sharing permissions that vary based on whether the fax is shared between users or sent individually.

Note: Users who are granted permissions can delete notes.

Requirements for adding notes in Online Fax

Limitations for adding notes in Online Fax

Adding notes in Online Fax has the following limitations:

Table of Contents

How to add follow-up notes to faxes

Windows | macOS | Linux

Add notes in the Inbox, Follow up, or Outbox tabs

  1. Access Online Fax in the Zoom desktop app.
  2. Click one of these tabs:
    • Inbox
    • Follow up
    • Outbox
  3. To the right of the fax to which you want to add a note, click Add .
    A pop-up window will appear.
  4. In the window, add a note for the fax, then click the send button .
    Note: Notes added here will be visible to all users for shared faxes.
    Your note will appear in the pop-up window.
  5. (Optional) In the top-right corner of the pop-up window, click the ellipsis , then click Delete to remove the note.
  6. When you're finished viewing the note, close the window.

Add notes from the fax details page

  1. Access Online Fax in the Zoom desktop app.
  2. Click one of these tabs:
    • Inbox
    • Follow up
    • Outbox
  3. Click the fax you want to view.
  4. With the fax fully open, use the Add notes action above the fax body.
    A pop-up window will appear.
  5. In the window, add a note for the fax, then click the send button .
    Note: Notes added here will be visible to all users for shared faxes.
    Your note will appear in the pop-up window.
  6. (Optional) In the top-right corner of the pop-up window, click the ellipsis , then click Delete to remove the note.
  7. When you're finished viewing the note, close the window.
Android | iOS

Add notes in the Inbox, Follow up, or Outbox tabs

  1. Access Online Fax in the Zoom mobile app.
  2. Access one of these tabs:
    • Inbox
    • Follow up
    • Outbox
  3. Long-press the fax to which you want to add a note, then tap Add a note .
    The Note pop-up page will appear.
  4. In the Note page, add a note for the fax, then tap Save.
    Note: Notes added here will be visible to all users for shared faxes.
    Your note will appear in the pop-up page.
  5. (Optional) In the top-right corner of the pop-up page, tap the ellipsis , then tap Delete to remove the note.
  6. When you're finished viewing the note, tap Close to close the window.

Add notes from the fax details page

  1. Access Online Fax in the Zoom desktop app.
  2. Access one of these tabs:
    • Inbox
    • Follow up
    • Outbox
  3. Tap the fax you want to view.
  4. With the fax fully open, use the Add a note action next to the contact information.
    Note: If you don't see this action, tap the ellipsis , then tap Add a note .
    The Note pop-up page will appear.
  5. In the Note page, add a note for the fax, then tap Save.
    Note: Notes added here will be visible to all users for shared faxes.
    Your note will appear in the pop-up page.
  6. (Optional) In the top-right corner of the pop-up page, tap the ellipsis , then tap Delete to remove the note.
  7. When you're finished viewing the note, tap Close to close the window.

How to view notes

Windows | macOS | Linux

View notes from the Inbox, Follow up, or Outbox tabs

  1. Add a follow-up note to a fax.
  2. To the right of the fax to which you added a note, click View .
    A pop-up window will appear, displaying the note.
  3. (Optional) In the top-right corner of the pop-up window, click the ellipsis , then click Delete to remove the note.
  4. When you're finished viewing the note, close the window.

View notes from the fax details page

  1. Add a follow-up note to a fax.
  2. Click the fax to which you added a note.
  3. With the fax fully open, use the View Notes action above the fax body.
    A pop-up window will appear, displaying the note.
  4. (Optional) In the top-right corner of the pop-up window, click the ellipsis , then click Delete to remove the note.
  5. When you're finished viewing the note, close the window.
Android | iOS

View notes from the Inbox, Follow up, or Outbox tabs

  1. Add a follow-up note to a fax.
  2. Long-press the fax to which you added a note, then tap View note .
    A pop-up page will appear, displaying the note.
  3. (Optional) In the top-right corner of the pop-up page, tap the ellipsis , then tap Delete to remove the note.
  4. When you're finished viewing the note, tap Close to close the window.

View notes from the fax details page

  1. Add a follow-up note to a fax.
  2. Tap the fax to which you added a note.
  3. With the fax fully open, use the View note action next to the contact information.
    Note: If you don't see this action, tap the ellipsis , then tap View note .
    A pop-up page will appear, displaying the note.
  4. (Optional) In the top-right corner of the pop-up page, tap the ellipsis , then tap Delete to remove the note.
  5. When you're finished viewing the note, tap Close to close the window.