How to Create Fax Cover Sheet Template and Fill Out It

The fax cover sheet should inform people who will read the fax some essential information. But do you know which kind of information should be written on it if you are going to send a fax to others? How to fill out a fax cover sheet if you get a template in PDF format? This post will solve those problems for you.

With the development of the internet, more and more people get accustomed to send documents by email and gradually give up some old-fashioned means of communication, including telegram, fax, etc. That is why many of you might not know some important matters you need to pay attention to.

Take fax as an example. Do you know what is a fax cover sheet and how to create an appropriate cover by yourself? Thanks to the convenience brought by the internet, you can find a template when it's really necessary to transfer an important paper document. But another problem comes along, i.e., how to fill out the cover sheet as most of the templates downloaded from the internet are in PDF format. Don't worry. All those troubles will be solved in this post.

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What is a Fax Cover Sheet?

If you plan to send a file to someone in another company, it's important to attach a cover sheet, especially when the fax recipient has to share a fax machine with his/her colleagues. This paper can help identify the sender and recipient of the document, and it can enable the recipient to classify and save the documents more conveniently. On the other hand, even if the recipient doesn't have to share the fax machine with others, the information on the fax cover will help find a specific file from a pile of files.

As mentioned above, the names of the fax sender and recipient are indispensable parts of the fax cover. Besides that, some other content should also be included in it, such as the address, phone number, fax number, date and time of fax transition, number of pages of the faxed document, and a short message.

Create a Basic Fax Cover Sheet Template Using Word

There are various kinds of fax covers to meet all types of demands, and they can be used on different occasions. For instance, you can use the confidential cover to transfer some secret messages, and in transferring the professional papers, you can use the professional cover sheet. However, most of the time, we only need a basic template for sending some ordinary documents. 

Instead of wasting time finding and downloading a basic fax template online, you can create one by yourself. The only tool you need is Microsoft Word. To make a Word fax cover sheet, you only need to create a blank  Word document, insert the text box into it, and then add some spaces to fill in the information mentioned above.

Steps to Create Fax Cover Sheet with Word:

Step 1. Launch Microsoft Word, create a new blank document, and input the text of large font size.

Step 2. Under the "Insert" tab, you can find the "Text Box" option, click on it and select "Simple Text Box" from the drop-down menu.

Step 3. Insert two text boxes at a suitable and symmetrical position. Then, input the necessary items into the box and add underlines.    

Step 4. Print out this cover sheet and fill it out. Now, you can send a fax to others using this cover sheet as the attachment.

Download PDF Cover Sheet Template and Fill Out It

Although it's not difficult to create a basic cover sheet, sometimes you may need to download a specialized template for some uncommon purposes. However, the templates provided by different platforms are of different qualities. More specifically, some templates are designed as a PDF file with the fillable field, and you can directly fill out the form without using other tools. On the contrary, some other PDF templates are not editable. 

What could you do to edit the inactive PDF and fill out the PDF cover sheet?  First of all, a great PDF editor is something that you cannot miss. If you are a Windows user who wants to find the most suitable PDF editing software, EaseUS PDF Editor is exactly what you are looking for. This user-friendly PDF editor can help you solve your problems with two methods, the first method is adding fillable fields to the PDF, and the second method is inserting text into the PDF. 

Before following those steps, click this button and download this PDF editor to your PC. If you need to print this sheet out, EaseUS PDF Editor can even help you print multiple pages on one PDF. Don't hesitate to download and try it now.

Steps to Fill Out PDF Cover Sheet by Inserting Text:

Step 1. First, launch EaseUS PDF Editor and click on Open to import the PDF document you want to edit.

Step 2. Once opened, choose the Edit option on the top toolbar. To edit the text in your PDF, just select the text in your file, and you can adjust the font, font color, position, character spacing, line spacing, and more. If needed, you can underline, strikethrough, and bold the text.

Step 3. Besides, you are able to copy, paste, and delete the text you selected by right-clicking your mouse when you have chosen the text.

Step 3. To export your edited PDF, just click File > Save.

In addition to this method, you can also make use of the tutorials in the following post.

Conclusion

This post is a thorough and detailed introduction to the fax cover sheet, and it not only offers you a lot of relative information about the cover sheet but it also teaches you how to create it by yourself. For those who prefer to download form templates from the internet, the tutorial on filling out an inactive PDF is practical. In case that you get troubled by the non-editable PDF, download EaseUS PDF Editor, which will help solve your problem.

Fax Cover Sheet FAQs

1. Can I make my own fax cover sheet?

Of course, yes. You can make your own fax cover sheet with some software. You can find lots of fax templates online, and what you need to do is to open it in Word for the web to make it yours.

2. Do faxes need a cover sheet?

Yes. If you are going to send a fax, a cover sheet is necessary, because the cover sheet makes the who, what, and why of your fax crystal clear to the receiver.

3. What is a fax cover sheet called?

A fax cover sheet, also called a fax cover page or fax cover letter is a sheet that succeeds in the actual fax message. Essentially, it is a document that contains details about the sender, recipient, date, and subject, among other related details.