# Fax Summary Page – Detailed User Guide
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-summary-page-detailed-user-guide

The Fax Summary Page provides a comprehensive, split-screen interface for reviewing, managing, and taking action on fax documents. This view opens whenever you select a fax from the **Inbox**, **Sent**, or **Resolved** lists.

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## 1. Layout Overview

The page is divided into three primary panels:

- **Left Panel:** Fax Logs
- **Center Panel:** Fax Document Preview
- **Right Panel:** AI Summary & Metadata

Additionally, an **Action Bar** is displayed at the top, and **Staff Notes & Fax Timeline** appear at the below fax preview.

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## 2. Left Panel: Fax Logs

This panel displays a scrollable list of fax entries. The entries shown depend on the tab from which you opened the summary (Inbox, Sent, or Resolved).

#### Each log entry includes:

- **Timestamp**
- **Sender Name/ID**
- **Primary Reason** (if available)

Clicking any log entry loads its full details in the center and right panels, allowing you to switch between different faxes without returning to the main tab.

#### Contact Management within Fax Logs

- **Sender Number / Receiver Number** is shown with a **“+” icon**.
- Click **“+”** to **save the contact**. You can name the contact; once saved, it will appear in future log entries.
- An **Edit icon** allows you to update saved contact details.

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## 3. Center Panel: Fax Document Preview

This section displays a high-resolution preview of the fax.

#### Key Features

- **Zoom Controls:** Increase or decrease document size.
- **Download Fax:** Download the fax document to your device.
- **Page Navigation:** Scroll through multiple pages seamlessly.

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## 4. Right Panel: AI Summary & Metadata

This panel displays AI-generated content and structured information extracted from the fax.

#### Sections Included

1. **Summary**
    
    
    - A concise overview of the fax content.
2. **Patient Info**
    
    
    - Includes name, age, gender, address, and other extracted demographic details.
3. **Sender Details**
    
    
    - Information on the provider or organization who sent the fax.
4. **Additional Data**
    
    
    - Any other structured fields the system identifies.

Each section can be **expanded or collapsed**, and includes a **Copy icon** for quick text copying.

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## 5. Action Bar (Top Section)

Available options depend on the user’s permissions.

#### Common Actions

- **More Info:** Displays additional metadata.
- **Block:** Block the sender.
- **Mark as Unread:** Update the read status.
- **I’m Working On It:** Indicates the current active user to avoid duplicate efforts among teams.
- **Mark as Resolved:** Marks the fax task as completed.
- **Thumbs Up / Thumbs Down:** Provide feedback on AI summary accuracy.
- **Fax Status:** Shows the fax delivery state (e.g., Received, Delivered).
- **Task Status Dropdown:** Update workflow status (Open, In-Progress, Resolved).
- **Assign To:** Assign the fax to a specific user.

#### Communication Actions

- **Reply Button:** Send a fax reply directly to the sender.
- **Forward Fax:** Forward the fax to another number or saved contact.
- **Resend Fax:** Appears only when a sent fax fails—allows retrying delivery.

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## 6. Staff Notes (Below fax preview)

This area allows users to add internal notes related to the fax.

#### Features

- Add detailed internal notes for team reference.
- Click **Save Note** to store the entry.
- Notes persist for future viewing and auditing.

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## 7. Fax Timeline (Below Notes)

Provides a chronological record of actions taken on the fax, including:

- When the fax was sent, forwarded, or resent
- to whom the fax is forwarded
- Status updates
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/fax-summary-page-detailed-user-guide