Common Financial Documents Sent with OpenText's Fax Server, RightFax

OpenText's Fax Server, RightFax  Securely Delivers Financial Documents


Common financial documents suited for RightFax Fax Server are as follows:

  • Account summaries
  • Acknowledgments
  • Bid specifications 
  • Branch summary reports 
  • Change orders
  • Confirmations 
  • Credit applications  
  • Derivatives
  • Expediting notices 
  • Financial reports and statements
  • Fund transfers  
  • General correspondence
  • Invoices
  • Loan approvals and denials
  • Mortgage documents
  • Purchase order acknowledgments and changes
  • Purchase orders
  • Rate sheets
  • Regulatory disclosures and information
  • Requests for quotes
  • Return items-overdrawn accounts, bad checks   
  • Securities reports 
  • Titles
  • Transfer of funds
  • Wire transfers


These documents are often used to complete business transactions and are critical to running the business. They are often generated from sophisticated back-office systems.  Manually processing these documents using mail or fax machines is labor-, paper-, and equipment-intensive. It is also costly and may cause unnecessary and unacceptable time delays. These documents are generally time-sensitive and often confidential. They also have laws and regulations regarding their usage and legality. Untimely or unsecured delivery can result in financial loss, legal action, or missed opportunities for the financial services institution or the recipient.

OpenText's Fax Server, RightFax serves more organizations in the financial industry than any other vendor, securely and reliably delivering millions of senstive and legal documents annually. 

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