> 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 *** ## 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.welkinhealth.com/designer/communication/fax-templates.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.