> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Monitor, triage, and manage all fax activity across your organization

The **Fax Dashboard** gives healthcare teams a real-time view of all fax activity in Amplify. From referrals and lab results to authorizations and records, every fax is visible in one place—reducing missed documents and improving accountability.

Each fax appears as a single row with its delivery status, document details, and ownership information, making it easy to take action without opening multiple screens.

<Note>
  You can use Dashboard's List View or Kanban View based on your preference.
</Note>

***

## What you can do from the dashboard

From the Fax Dashboard, you can quickly manage, review, and take action on fax documents.

### Find and organize faxes

* Search for faxes by **number, document name, or sender**
  <Tip>
    You can use <u>Amplify AI</u> to help you search more efficiently
  </Tip>
* Filter faxes by **status, direction, user, label, or time**
* Identify **failed, unassigned, or action-required** faxes at a glance
* Assign inbound faxes to the **right team member**
* Add **internal notes** for context or follow-up
* Open, preview, or download fax documents
  <Note>
    The Fax Dashboard shows individual fax documents and their statuses.
    To view all inbound faxes as ongoing conversations, use the **Inbox.**
  </Note>

#### Advanced Search

<Tip>
  Use Advanced Search to quickly locate fax records using multiple filters and AI-powered search options.

  * **Search by sender or receiver** — Find faxes using sender and recipient information
  * **Document text search** — Locate faxes based on text inside documents using OCR-enabled search
  * **AI field search** — Search extracted data such as patient names, invoice numbers, or custom AI fields
  * **Combine multiple filters** — Narrow results using direction, status, time range, and additional criteria
  * **Add custom AI fields** — Include multiple AI-based search conditions for more precise results
  * **Instant search results** — View matching fax records immediately after running the search
</Tip>

### Take action on a fax record

Each fax row includes actions to help you respond, organize, or share documents:

* **Request confirmation** — Ask the recipient to acknowledge receipt of the fax
* **Forward as secure document** — Share the fax securely with another user or system
* **Forward as new fax** — Resend the document as a new outbound fax
* **Label as** — Apply labels to categorize and automate routing
* **Add note** — Attach internal notes for collaboration
* **Move to folder** — Organize the fax into a specific folder
* **Download fax** — Export the fax in PDF, TIFF, image, text, or JSON format
* **Print** — Print the fax for physical records or review
* **Edit & annotate** — Highlight, comment, or mark up the document
* **Generate transmission receipt** — Download proof of delivery for records or compliance
* **Delete** — Permanently remove the fax from your workspace
  <Tip>
    Repetitive actions—such as labeling, assigning, or exporting faxes—can be automated to streamline high-volume workflows. Learn more about <u>Amplify Automations.</u>
  </Tip>

***

## How the dashboard is organized

The dashboard is designed for fast scanning and triage:

* **Filters** help narrow down large fax volumes
* **Columns** surface the most important metadata at a glance
* **Status indicators** highlight what needs attention first

For deeper details, see:

* [Fax dashboard filters](https://ifax.mintlify.app/core-concepts/fax/fax-dashboard/dashboard-filters)
* [Fax dashboard columns](https://ifax.mintlify.app/core-concepts/fax/fax-dashboard/dashboard-columns)

***

## Designed for healthcare workflows

The Fax Dashboard supports healthcare-specific needs by:

* Providing clear delivery confirmation for compliance
* Highlighting failed transmissions for quick follow-up
* Enabling assignment to prevent duplicate work
* Maintaining a complete audit trail of fax activity

This ensures critical patient documents are handled accurately and on time.

<Note>
  Every fax action—including delivery status, retries, and assignment—is logged to support audits, internal reviews, and healthcare compliance.
</Note>

***

## FAQs

<AccordionGroup>
  <Accordion title="Does the dashboard show both inbound and outbound faxes?">
    Yes. The dashboard displays all inbound and outbound fax activity, which can be filtered by direction.
  </Accordion>

  <Accordion title="How often is the dashboard updated?">
    Fax statuses update in near real time as delivery attempts complete or retry.
  </Accordion>

  <Accordion title="Who can access the Fax Dashboard?">
    Access depends on workspace permissions. Most healthcare teams allow members to view and manage shared fax activity.
  </Accordion>
</AccordionGroup>