Overview

The Fax action sends documents via fax transmission to specified recipients. It can fax existing files from the Origami system automatically. The action integrates with fax service providers to deliver documents electronically while maintaining the traditional fax workflow that many industries and organizations still require.

How It Works

When executed, the Fax action retrieves the specified documents, converts them to fax-compatible format, and transmits them to the provided fax number(s). The system tracks delivery status and maintains records of sent faxes for audit and compliance purposes. Recipients receive the documents through their traditional fax machines or fax-to-email services, requiring no special software or system access.

Common Use Cases

Insurance Industry:

• Sending policy documents, certificates of insurance, and endorsements to agents or insureds
• Transmitting claim forms, settlement documents, and legal notices to claimants or attorneys
• Delivering loss runs and regulatory reports to state agencies or reinsurers

Healthcare & Legal:

• Transmitting sensitive documents that require HIPAA or confidentiality compliance
• Sending contracts, agreements, and legal documents to parties who prefer fax delivery
• Delivering time-sensitive documents where email may not be monitored immediately

General Business:

• Sending purchase orders, invoices, and contracts to vendors who require fax delivery
• Transmitting signed documents and forms to external parties
• Delivering compliance reports and regulatory filings to government agencies

Key Benefits

The Fax actionType is particularly valuable for organizations that need to maintain traditional document delivery methods for compliance, legal, or client preference reasons, while still benefiting from automated workflow and audit tracking capabilities within the Origami system.