Is a cover sheet legally required?

No, but it is highly recommended. If you send a fax without one, the recipient might not know who it is for, and it could sit in a communal tray for days.

Should I put sensitive info on the cover sheet?

NEVER. The cover sheet is the most visible part of the document. Keep it generic (e.g., "Medical Records Enclosed") and put the actual sensitive data on the following pages.

Do I need to convert my cover sheet to PDF?

It is recommended. Sending a Word doc directly can sometimes shift fonts or margins on the receiving fax machine. Converting to PDF first "locks" your layout. You can use our free tool at mFax.to/document-converter/ to do this.

Free Fax Cover Sheet Templates & What to Write

What should you write on a fax cover sheet? Here are free, copy-paste templates for business, personal, and medical (HIPAA) faxes.

Frequently Asked Questions

Is a cover sheet legally required?: No, but it is highly recommended. If you send a fax without one, the recipient might not know who it is for, and it could sit in a communal tray for days.
Should I put sensitive info on the cover sheet?: NEVER. The cover sheet is the most visible part of the document. Keep it generic (e.g., "Medical Records Enclosed") and put the actual sensitive data on the following pages.
Do I need to convert my cover sheet to PDF?: It is recommended. Sending a Word doc directly can sometimes shift fonts or margins on the receiving fax machine. Converting to PDF first "locks" your layout. You can use our free tool at mFax.to/document-converter/ to do this.