Upland InterFAX Features

Ability to edit documents directly in the platform.

Receive faxes directly in the email account

Store and organize documents in a centralized system

Securely stores data to prevent data loss or breaches

Digitally sign online documents

Chose between a local, international or toll-free number to send faxes from.

Integrate your existing fax number with the software.

Send a fax from the platform, a mobile app, or an email account.

Ability to send an unlmited amount of faxes from your account.

Ability to store and manage your addess book within the platform.

Recieve notifications of new faxes on any platform.

Helps control, track and monitor printing processes

Create, save, and store files

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage, store and organize emails within the system or via third-party apps

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Send and receive emails by electronic fax

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Integrates with Active Directory

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Search for specific words or phrases within a document or database

Compliant with HIPAA, which sets standards for sensitive patient data protection

A record of all activities within the system, including user access, changes made, etc.

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Define levels of authorization for access to specific files or systems

Send/receive faxes through fax over IP connection

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Send messages via SMS

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Control system access and/or deliverability for applications and email addresses

Track the status over time for a request, process, asset, or transaction

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Convert data into a code for security

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Use AI to generate content in the form of text, images, videos, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

Create, edit, preview, and send faxes electronically

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Computer-based system that allows users to send and receive voice messages

Tickets are automatically assigned to specific agents based on predefined rules

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Identify the number and contact information of a caller before answering the phone

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track and document all activities across devices, networks, and other systems

Observe and track the demand, usage, progress or quality of a system, product, or user

Centralized database of stakeholders and their contact information such as names, address, phone number etc.