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Quickstart

Amplify supports online faxing, calling, electronic signatures, OCR-based data extraction, and integrations with external systems.
No. You can send faxes, make calls, and collect signatures without writing code. APIs and webhooks are optional for advanced use cases.
Yes. Amplify is commonly used in healthcare and supports integrations with EMR and EHR systems.
OCR converts faxed or scanned documents into searchable text, reducing manual data entry and processing time.
Yes. You can begin with faxing and enable calling, eSign, or integrations as your needs evolve.

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Sign Up

You may be prompted to add payment details to start the free trial. This ensures continuous service after the trial ends, but you won’t be charged until the trial period is over.
Yes — many users can register using single sign-on (OAuth) via supported providers like Google or Microsoft if available in the app or web flow.
Yes. Amplify offers a free trial so you can test sending faxes, making calls, and using eSign features before committing to a paid plan. :contentReference[oaicite:3]index=3
You don’t need a fax number to start an account, but to send or receive faxes, you’ll need to choose or port one after signing up.
Check spam, ensure your email settings allow messages from Amplify, and retry sending the verification code. If issues persist, contact support.

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Number Porting

Most major fax and telecom providers are supported. If your provider is uncommon or international, eligibility will be confirmed during the porting review.
No, as long as you keep your current service active until the port completes. Amplify will notify you once the transfer is finished.
Rejections usually occur due to incorrect billing details or account mismatches. You’ll be notified with next steps so you can correct and resubmit.
Amplify does not typically charge for porting in. However, your current provider may apply a port-out or termination fee.
Yes. You can start using Amplify immediately with a temporary or newly assigned fax number while your port request is in progress.

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Contacts

Contact permissions depend on your workspace role. Most users can create and edit contacts they have access to.
Yes. Contacts can be made accessible to others in your workspace so teams can collaborate using the same contact records.
From a contact, you can place calls, start chats, send faxes, request signatures, and schedule meetings.
Yes. Amplify supports custom fields so you can store additional information relevant to your workflows.
Deleting a contact permanently removes it from your workspace. This action cannot be undone.
Contact fields store data for individual people or organizations, while contact group fields store shared information at the group level.
Yes. You can set the contact type to Both so the field appears for individuals and organizations.
Yes. Custom properties can be limited to specific contact groups to reduce clutter and improve data accuracy.
Custom property management is typically limited to admins or users with appropriate workspace permissions.
The field and all stored values are permanently removed and cannot be recovered.

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Numbers

You can manage call/SMS numbers and fax numbers from the Numbers section. Each number type has its own settings and capabilities, which are configured on their respective pages.
No. A number can only be active as one type at a time. However, a fax number can be converted into a call/SMS number if your needs change.
Blocking a number prevents it from contacting you. Calls, messages, and faxes from blocked numbers are automatically rejected and will not appear in your inbox.
Yes. You can remove a number from the blocked list at any time, and inbound communication from that number will resume immediately.
Purchasing new numbers or porting existing numbers into Amplify is handled on a separate page with detailed requirements and steps.

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Number Porting in and out

Most major fax and telecom providers are supported. If your provider is uncommon or international, eligibility will be confirmed during the porting review.
No, as long as you keep your current service active until the port completes. Amplify will notify you once the transfer is finished.
Rejections usually occur due to incorrect billing details or account mismatches. You’ll be notified with next steps so you can correct and resubmit.
Amplify does not typically charge for porting in. However, your current provider may apply a port-out or termination fee.
Yes. You can start using Amplify immediately with a temporary or newly assigned fax number while your port request is in progress.
No. Port-out does not require support assistance. Everything is handled automatically after confirmation.
Once the transfer is complete, the number is automatically removed from Amplify and can no longer be used.
If no response is received by the end of the business day, the port-out request is automatically approved.

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Folders

Folders can store faxes, uploaded documents, and files generated by workflows or automations.
No. Folders can contain documents from across Amplify, including fax, e-sign, forms, and Connect workflows.
Yes. Folders can connect to Google Drive, Dropbox, Box, OneDrive, SharePoint, and SFTP.
Yes. You can trigger automations when files are added, updated, or delivered within a folder.
Access depends on your team permissions and workspace settings. Administrators can control visibility and actions.

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Faxing

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Configure Fax Number

Yes. Fax numbers can be shared with multiple team members, each with controlled access and permissions.
No. Forwarding sends a copy while keeping the original fax available in Amplify for tracking and auditing.
Absolutely. Labels, forwarding rules, and team access can be updated at any time.
Yes. Fax numbers can trigger automations for routing, assignment, and workflow actions.

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Sending Documents

Yes. Amplify supports HIPAA-compliant faxing, secure document sharing, encrypted messaging, and detailed audit logs across fax, eSign, and Connect.
Absolutely. Amplify provides real-time delivery updates, confirmations, and activity logs so teams can see when documents are sent, viewed, or completed.
Yes. Shared inboxes, team workspaces, role-based access, and centralized storage make it easy for teams to collaborate securely across fax, eSign, and Connect.

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Fax Scheduling

Yes. You can schedule a fax for any future date and time using the Schedule option while composing a fax.
Yes. Scheduled faxes can be edited or canceled until the moment they begin sending.
The fax is sent automatically from Amplify servers, so your device does not need to be online.
No. Recurring schedules are supported only for broadcast faxes, not for single-recipient faxes.

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Broadcast Fax

A broadcast fax lets you send the same fax document to multiple recipients at the same time instead of sending individual faxes one by one.
Yes. Amplify allows you to schedule broadcast faxes to be sent at a future date and time.
Yes. Recurring scheduling is available for broadcast faxes, making it easy to send repeat communications on a set schedule.
Yes. Scheduled broadcast faxes can be canceled or rescheduled as long as they have not yet been sent.
You can track delivery status from the Broadcast Fax or Sent sections in your Amplify dashboard.

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Email to Fax

Access depends on your Email-to-Fax settings. You can restrict usage to account users only or allow anyone from verified domains.
Yes. All attached files are included as fax pages, as long as they stay within the size limit.
No. Both are optional and are used only for the fax cover page if provided.
Emails sent from unauthorized addresses or domains are rejected and will not be faxed.

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Webfax

No. Anyone can send a fax using your WebFax link without creating an account or signing in.
Yes. You can choose whether faxing is free for visitors or if the sender pays when submitting a fax.
Yes. WebFax uses the same secure infrastructure as Amplify, including encryption and compliance-ready handling for sensitive information.
Absolutely. Incoming WebFax documents appear in shared inboxes, allowing teams to view and manage them based on assigned permissions.

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Smart Templates

Template creation depends on your account permissions. Typically, admins and authorized users can create and manage templates.
Yes. Templates can be updated at any time, and changes apply the next time the template is used.
No. Smart Templates are optional and are designed to speed up and standardize common workflows.
Yes. You can add signature fields to templates for documents that require signing before sending.

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E-Sign

You can upload PDF, Word, JPG, and PNG files. Multiple files can be combined into a single document.
Yes. Documents can be saved and reused as templates.
Yes. You can add multiple recipients and optionally set a signing order.
Yes! But you will need to resend the updated document for e-sign.
Yes. Every completed document includes a downloadable audit trail.
Template access depends on your account permissions. Administrators can control who can create, edit, or use templates.
Yes. Templates can be edited at any time. Updates apply to future uses, not documents already sent.
No. Templates store roles and structure only. Recipient details are added when the template is used.
Yes. The Templates list shows sent and completed counts to help track usage.

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Forms

Yes. Forms are reusable and designed to collect multiple responses using the same link.
No. Anyone with the form link can submit a response.
Yes. You can restrict forms to one response per user or set a maximum number of responses.
Yes. Forms support signature and initial fields.
Once expired, the form can no longer accept new responses.

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Connect

No. Meetings in Amplify can be started instantly without scheduling. We are working on expanding our existing capabilities and soon you will be able to schedule meetings too!
Yes. Anyone with the meeting link can join, even if they’re not an Amplify user.
No. Meetings are not recorded by default.
Yes. Amplify allows you to place outbound calls directly from the app without using a separate phone or tool.
Missed calls are logged automatically and appear under the Missed filter so you can follow up later.
Yes. All incoming and outgoing calls are logged in your call history with timestamps and duration.
Blocking a number prevents future messages from that sender. Existing messages remain visible unless you clear the chat.
Yes. You can send documents, screenshots, and images directly within message conversations.

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AI

OCR turns images into searchable text.
No. Just select options and run the process.
Yes. You can limit OCR to selected pages.
They help extract specific information from documents.
Yes. OCR and extraction can be run in bulk.
No. AI Chat understands simple, natural language prompts such as asking for a summary or key details.
No. AI Chat only reads and analyzes content. Documents are never modified unless you explicitly approve AI-generated content in e-Sign.
Yes. AI Chat works across Fax and e-Sign, with features tailored to each module’s workflow.

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Automations

Access depends on your account role and enabled Amplify features. Administrators can control who can create, edit, or activate automations.
Multiple automations can be active simultaneously. Automations are evaluated and executed in the order they are listed.
No. Each automation supports a single trigger. If you need to respond to different events, create separate automations.
Reordering defines priority. Automations at the top are evaluated first, which helps prevent overlaps or unintended actions.
When enabled, it stops any lower-priority automations from running after the current one executes.
No. Credits are used only when an active automation is executed.
Yes. Many healthcare teams use automations to consistently route and organize documents, helping reduce manual effort while supporting structured processes.

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Roles and Permissions

Amplify includes three default roles: Admin , Manager , and Member . Each role comes with a predefined set of permissions designed for common organizational needs.
Yes. You can create custom roles and assign specific permissions based on your organization’s workflow and access requirements.
Yes. Default role permissions can be adjusted to better match your internal access policies and compliance needs.
Yes. Many permissions allow scoping by fax number, document type, or template.
Activity visibility depends on role permissions, but system audit logs remain intact.
Yes. AI tools must be explicitly enabled at the role level.

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Security and Compliance

Amplify uses AES-256 encryption at rest, TLS encryption in transit, secure AWS infrastructure, Cloudflare protection, and role-based access controls.
Yes. Amplify is SOC 2 Type II compliant, with independently audited controls covering security, availability, and confidentiality.
Yes. Amplify supports HIPAA-ready workflows, GDPR-aligned practices, SOC 2 compliance, audit trails, and secure access controls commonly required by regulated organizations.
Amplify provides HIPAA-aligned features, but compliance depends on having a signed BAA and using the platform according to your internal policies.
Yes, if used responsibly. Your organization must ensure patient awareness, limit data to the minimum necessary, and document safeguards internally.
HIPAA compliance is shared. Amplify provides technical safeguards, while your organization controls configuration, access, and usage.
SOC 2 Type II confirms that Amplify’s security controls are not only designed correctly but also operate effectively over time, helping protect customer data across fax, e-sign, forms, and Connect.
No. SOC 2 reflects Amplify’s internal security practices and does not require customers to configure or enable anything in their account.
No. SOC 2 reports contain sensitive security information and are shared only upon request under appropriate confidentiality terms.
No. SOC 2 and HIPAA address different requirements. SOC 2 focuses on security controls, while HI

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Programs and Partnerships

Service providers, SaaS vendors, resellers, healthcare solution providers, and communication platforms can apply to become partners.
No. While fax is core, Amplify also supports document workflows, e-sign, and team communication use cases.
Yes. White-label options are available for partners who want to maintain full brand ownership.
Yes. Amplify is designed to support compliance-focused industries such as healthcare, legal, and finance.
Yes. The White Label Fax solution offers complete branding control, including your domain, logo, product name, email notifications, and user interface. Your customers interact only with your brand— Amplify remains fully behind the scenes.
Yes. White Label Fax is designed for industries with strict compliance needs. It meets HIPAA and GLBA standards and protects all fax transmissions with enterprise-grade encryption, secure storage, and advanced access controls.
No. Amplify handles all fax infrastructure for you. You can launch quickly using our cloud-based platform and API without investing in hardware, servers, or ongoing maintenance.
Anyone with an audience interested in business communication, productivity, or compliance-focused tools can apply.
You earn a commission when a user clicks your referral link and signs up for Amplify.
Yes. Affiliates can earn up to 20% recurring commission on referred customers.
Payments are processed monthly, with real-time tracking available through the affiliate platform.