Fax
Yes, fax. Lenders and government offices still run on it, so Laminar treats it as a first-class channel: faxes are composed, queued, and logged on the file like any other interaction.
Sending a Fax
Section titled “Sending a Fax”From the entity’s Interactions feed, click Add, choose Fax, then Send a fax.
Recipient fax number: start typing and Laminar suggests fax numbers from the entity’s contacts. Numbers are validated as North American (+1) format.
Attachments: at least one document is required, because the attachments are the fax. Two sources: pick from the entity’s existing files (“Attach from matter”), or upload new ones. Accepted formats: PDF, TIFF, DOC, DOCX, and images.
Notes: internal only, never transmitted. “Sent at lender’s request, third attempt” is the kind of thing that saves you later.
Click Send fax and the fax is queued for delivery, filed in the feed as an outbound fax with its status shown. Like email, the fax becomes part of the entity’s permanent record the moment it’s queued.
Logging a Received Fax
Section titled “Logging a Received Fax”Fax came in on the office machine? Click Add, choose Fax, then Log a received fax. Record the sender’s fax number, when it arrived, the page count, and attach the pages themselves (PDF or images are required, so the actual document lives on the file, not in a paper tray).
Attach from the matter when you can. The document you’re faxing is usually already on the file. Attaching the existing asset keeps one canonical copy instead of two slightly different uploads.
Scan received faxes straight onto the interaction. The log entry without the pages attached is half a record. With the pages, it’s evidence.