> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/designer/communication/fax-templates.md).

# Fax Templates

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## Security Policies

New fax-related security policies are available in Designer. Assign them to the appropriate roles as needed:

* **Read** — Viewing faxes
* **Create** — Creating and sending faxes
* **Update** — Editing faxes and assigning faxes to patients
* **Delete** — Deleting faxes

***

## Fax Templates

A **Fax Templates** section has been added to Designer. Templates are optional but allow care team members to select pre-built document templates when composing a fax, without having to upload a file each time.

The setup process is the same as for assessment templates. The file must be a **Word document (.docx format)**. Within the document, you can use variables related to the patient and the user, as well as those created in the Variable Builder.


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