This release is all about saving time and adding flexibility — whether you’re automating with Smart Templates, sending at scale, or managing clients as a reseller. Here’s what’s new:

You can now link Smart Templates with your New Fax Defaults. When users create a new fax, the selected Smart Template will automatically populate with relevant data and apply automation rules.

We’ve updated the New Fax attachment menu to make it easier to include Smart Templates when sending a fax.

📌 Receive a patient record from a hospital → auto-extract key fields → populate a Smart Template → send it to an insurance provider.

Get real-time email alerts when your Clients hit important milestones or changes — giving you more visibility and control.

We’ve refreshed our Integrations & Plugins page with a few new additions, and it’s the perfect time to walk through everything you can now connect. Whether you’re managing documents, syncing users, or faxing from EHRs, iFax fits into the tools your team already uses. Here’s a full roundup of what’s available:

Secure and simplify access with and .

Enable Single Sign-On (SSO) via SAML and manage users automatically with SCIM provisioning.

Sync iFax folders and fax PDFs to:

or

Your folder structure and file names stay intact with automatic one-way sync from iFax.

Send faxes directly to your own for secure backups or internal workflows.

Ideal for organizations with strict data controls or legacy systems.

Streamline document workflows by connecting iFax to your EHR.

Supported systems: and

Connect iFax with:

, , , and .

Use Zapier to build automations across thousands of apps.

Use our to fax from any software — including any EHR.

If you can print from it, you can fax from it.

Just install the plugin, click Print from your desktop app, and select the iFax printer from the dropdown.

A pop-up will let you enter the fax details and send, no need to upload or convert files manually.

We’re always adding new integrations based on customer needs. If there’s a tool you use that we don’t support yet, you can request it right from the Integrations page. We’ll take a look. 🫶

This release is all about making your workflows faster, cleaner, and more connected—from reusable smart templates to automated EHR routing and seamless CRM sync. Less clicking, more doing.

Say goodbye to repetitive uploads and inconsistent data. Our new Smart Templates help you move faster with confidence:

• Reuse common forms like intake, referrals, and prior auth

• Pre-fill fields like name, DOB, and MRN

• Set required fields to ensure accuracy

• Compliant signatures with timestamps included

Skip the drag-and-drop routine. Just pick a template, fill, and send.

Our old “Receive by Email” just got a major upgrade. Now, every fax number gets its own email:

• Send to <faxnumber>@ifaxapp.com to fax any attachment

•Have a custom domain set up? It’ll show as <faxnumber>@yourcompany.com

• Attach PDF, DOCX, TIFF—whatever you’ve got

It’s simple, scalable, and works exactly how your team already communicates.

Inbound faxes can now route directly to the correct patient record in the EHR:

• Auto-matches based on name, DOB, and other identifiers

• Works with OCR/NLP or manually converted files

• Just enable “Send to EHR” under Automations

One less manual task for your team—one more win for data accuracy.

Contacts now sync in both directions, no duplicates, no drama:

• Matches via email address

• Automatically skips incomplete records

• Included in all iFax plans

Your CRM and iFax can finally speak the same language.

Now managed under Automations for better control

New columns for assignee names, emails, and labels

Cleaner UI with “Created by Me” and “Shared with Me” views

Quickly sort and manage users by access level

Downlaod faxes as PDF, JPG, TIFF, TXT, or JSON

Auto-retries at 1, 3, and 5 mins if a webhook fails

This release is all about clarity and control—from simplified OKTA setup for secure team access to easier ways to resend and launch broadcast fax campaigns. Fewer steps, better delivery, and more power at your fingertips.

We’re excited to launch official support for OKTA to streamline identity and access management for enterprise teams.

• : Seamlessly log in using your organization’s OKTA credentials

• ): Automatically manage users at scale

You’ll now find OKTA under Integration Settings with a direct link to our SCIM setup guide for easy deployment.

Need to resend a broadcast fax? You now have three flexible options right from the Broadcast Fax interface:

• – Re-attempt delivery to every recipient, regardless of status

• – Target only those marked as cancelled

• – Use the Campaign Detail page to retry failed deliveries with precision

This gives you greater control over retries—no need to start a new campaign just to fill in the gaps.

Launching a new campaign is easier than ever:

1. Select a Broadcast List

2. Upload your document – now with a QR code option for fast upload from mobile devices

Whether you’re at your desk or on the go, high-volume faxing just got a whole lot faster.

This release brings smoother workflows, smarter campaigns, and more control—whether you’re faxing, building with our API, or managing teams. Get ready to work faster with less hassle.

Manage your fax blasts with more structure and control. Each campaign has its own dedicated page, so you can easily rename, track, and archive campaigns, as well as dive into delivery stats and performance insights—all in one spot.

• Easily generate, organize, and manage multiple keys for both sandbox and production environments.

• : Get granular with usage data and logs—filterable by API key.

• Fresh new interface for smoother workflow and better control.

Want in? Just send a request directly to the folder owner from the new “Request Access” view. Folder owners get notified and can grant or deny with a click.

• For standard faxes: See real-time page progress as your fax sends.

• For Campaigns: Watch recipient delivery count update live.

Say goodbye to manual FCL files.

Now, just upload your PDF (named like [+12059313545]-invoice1.pdf) to your SFTP folder. The system reads the fax number and sends it automatically—no manual setup, no hassle.

You asked, we delivered.

Get detailed reporting by fax number, so it’s easier than ever to track usage across multiple lines.

Onboard multiple clients at once! Resellers can now import clients in bulk with our new CSV upload feature, making client management faster and easier.

This is one of our most powerful updates yet. From a full API sandbox to hands-free folder-based faxing, we’re rolling out major upgrades for devs, IT teams, and power users. Whether you’re building on top of iFax or managing at scale, these updates are here to save time, reduce friction, and unlock next-level automation.

You can now safely test and integrate with the iFax API using a full-featured sandbox environment. Simulate real endpoints, use sample data, and validate your integration without touching production or racking up usage.

You can now move multiple users between permission groups in a single step. No more one-by-one updates. Get full control over user roles with a fraction of the clicks.

iFax can now monitor watched folders and send faxes based on file triggers.

This is a game changer for high-volume and backend-driven workflows.

No more resetting filters every time you log in.

Customize your view and make it stick.

You can now attach ZIP files when sending a fax. Great for bundling multiple documents in one go.

When OCR is enabled, downloaded faxes are now fully searchable PDFs.

Instantly find what you need without digging through text manually.

Managing your faxes just got smarter and more efficient. With expanded credit functionality and powerful new automation triggers, iFax is making it easier than ever to streamline your workflow—no extra subscriptions or manual work required. Check out what’s new!

• AI Chat for document-related questions

• OCR and Data Extraction (NLP) for structured data retrieval

• Automations, which no longer require a separate paid subscription

Credits are now deducted from your iFax credit balance based on the specific service used. Whether you’re sending a fax, extracting data with OCR, or running an automation, your credits adjust dynamically to match your activity—giving you more flexibility without the need for separate subscriptions.

Additionally, the Usage Quick View now provides a breakdown of credit usage per service when hovering over the Plan bar. To help track usage, we’ve updated reports to include credit consumption.

• Automatically label new faxes for easier identification

• Move incoming faxes to a designated folder for better organization

• Send an email notification to alert team members of a new fax

• Assign the fax to a specific team member for immediate action

These are just a few ways you can use the new trigger—there’s plenty more you can automate to fit your workflow. Whether it’s organizing, notifying, or assigning tasks, you now have more control over how new faxes are handled, no manual work required.

Users now get 25 pages per month (up from 10) to trial Broadcast and API features without a paid plan! Enjoy more trialling at no cost.

Users can now export their fax history as a .CSV file for record-keeping and reporting.

• Fax ID now available in the User Activity Report

• Instant SharePoint Sync – Clicking the SharePoint integration button now starts syncing immediately with a progress bar showing progress