Check how documents are protected
Sensitive documents should be transmitted over encrypted connections and handled by providers that limit access to what is needed to operate the service.
Review the privacy policy before sending documents that contain personal, financial, medical, or legal information.
Understand storage and deletion
Some services keep sent documents, receipts, or delivery records for account history. Others delete files after a defined period.
Choose a workflow that gives you the records you need without keeping sensitive documents longer than necessary.
Know the limits
Fax delivery still depends on telecom networks, the recipient fax number, and the recipient device or service. A sent status is not always the same as a human confirming the document was reviewed.
For regulated use, such as sending protected health information on behalf of a covered entity, confirm whether the service is designed for that compliance requirement before using it.
