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fax cover sheet / confidential

Confidential fax cover sheet

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What a confidentiality notice is for

A fax has no lock on it. It comes out of a machine in a corridor. Or it lands in a shared inbox other people can open. The first person to pick it up isn't necessarily the person it was meant for. The confidentiality notice is written for that person.

So it's short. It sits at the foot of the page under a rule. It says: these pages were meant for someone else. Don't pass them on. Call this number. It's instructions. Not a warning label.

What it can't do is undo a wrong number. A notice gives a stranger something to act on. It doesn't create an obligation on someone who never agreed to anything. It doesn't bring pages back. Confirming the number before dialing does more for a confidential document than any wording at the bottom of page one.

Which marking fits

Confidential

The pages shouldn't be passed around. The right choice for contracts or HR paperwork or financial statements. Anything commercially sensitive.

Privileged

A specific legal status attaching to communications with counsel. Use the legal type. Only when the pages are from or to a lawyer.

Health information

Records covered by federal health privacy rules. The HIPAA type carries that wording.

Marking everything privileged when it isn't weakens the marking on the pages where it counts. Pick the one that fits.

Questions

Where does the confidentiality notice go?+
At the foot of the cover sheet. Under a rule. In small type. It's the last thing on the page because it's meant to be found by someone already reading pages they shouldn't have. Not the first thing the intended recipient sees.
Does a confidentiality notice do anything?+
It gives a stranger clear instructions. It gives them a number to call. It doesn't create an obligation on someone who never agreed to anything. It doesn't undo a fax sent to the wrong number. That's why confirming the number matters more than the wording.
How is privileged different from confidential?+
Confidential describes how the pages should be handled. Privileged is a specific legal status that attaches to communications with counsel. Use the legal type if the pages are from or to a lawyer. Use the confidential type otherwise.
Can the wording be changed?+
The notices here are fixed. You can copy the text from this page into a template you keep. A rule may apply to what you send. Have someone who knows it check the wording.

The app makes this page for you.

Send a fax from an iPhone at 50¢ per page. Fill in the same fields. Pick a layout. The cover sheet goes out in front of the document. No subscription. US & Canada.

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