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WestFax Orchestrate™
Every document, under your control.
Orchestrate is the enterprise document workflow platform from WestFax — one place where teams work cases together, admins decide exactly who sees what, and AI routes every inbound document to the folder it belongs in.
A WestFax Enterprise platform, built on the Cloud Fax Toolkit — self-hosted on your network, HIPAA compliant, with a signed BAA.
The platform
Built around five commitments
Everything in Orchestrate serves one of five jobs — and each one is a section of this page.
01 · Team collaboration
Teams work the same documents, together
A document in Orchestrate isn’t a file in someone’s inbox — it’s a case your whole team can see, pick up, and move forward.
Shared folders and queues
My Folder, All Folders, sub-folders, and favorites — with read and work status visible to the whole team, so nothing gets picked up twice or missed entirely.
Comments and linking
Add comments, link contacts, and connect related messages so the full case history travels with the document.
Notifications and reminders
Direct reminders plus folder notifications for inbound and outbound results keep work moving.
02 · Permissions & admin
Full control, integrated with Active Directory
Provision people the way your IT already works, then grant exactly the access each role needs — right down to the folder.
Active Directory / SSO
Link Orchestrate groups to your AD groups. Windows SSO — no extra passwords.
Application + entity permissions
Separate what a user can do from what they can see, additive across groups.
Groups, users, and folder admins
Delegate folder administration without handing over the whole system.
Granular, not role-locked
Permissions are stored individually and combined. No rigid, one-size buckets.
PHI permission separation
Control who can view protected health information independently of other access.
Context-aware help
A built-in wiki that adapts to the page the admin is on.
03 · Workflow & AI
Build any workflow, let AI do the sorting
Folders can model locations, departments, document types, or workflow stages — and AI metadata, powered by the WestFax Comprehend engine, routes each inbound document for you.
How a document finds its home
A fax comes in on the number assigned to a folder — the document’s first home is already decided by the line it arrived on.
AI metadata classifies the content — document type, patient, sender — using the WestFax Comprehend engine.
Filing rules move the document to the right folder and workflow stage — by location, department, document type, or any structure you’ve modeled.
Notify the team, auto-print, save, or email — and the document arrives already linked, visible, and ready to work.
04 · Enterprise scale
Thousands of users, without breaking a sweat
If your organization runs on an aging on-premises fax server platform, Orchestrate is the system it should have grown into — every filing, sharing, and admin capability your teams depend on, with the scale and availability an enterprise requires.
Thousands of users
Provision entire departments through Active Directory sync. Orchestrate is built to run org-wide, not team-wide.
High availability
Multi-node deployment with high availability — backed by the WestFax network’s 99.999% uptime SLA.
Built on the Cloud Fax Toolkit
The proven WestFax integration layer for enterprise routing, printing, and directory sync — hardened over years in production.
05 · HIPAA compliance
Compliance held on your own network
Because Orchestrate is self-hosted, protected health information never leaves your control — and WestFax signs an industry-standard Business Associate Agreement.
Self-hosted and private
PHI stays on your network. No multi-tenant exposure.
Full message history
Every message and admin event is logged for a complete audit trail.
PHI access separation
Protected health information is gated by its own dedicated permissions.
BAA-backed
A signed agreement meeting HHS health-information privacy standards.
Security & Compliance
Compliant by Design
You’re trusting us with PHI that can decide someone’s care. We hold the certifications that prove we’ve earned it — and we’ll sign the paperwork to back it.
R2 Certified
Compliant · BAA available
Type II Audited
Compliant
- PIPEDA
- CJIS
- GLBA
- FERPA
- TX‑RAMP
Every fax is protected with end-to-end encryption, strict role-based access controls, and complete audit trails — backed by a Business Associate Agreement.
Explore complianceEnterprise contact
Let’s scope your deployment.
Tell us about your teams, your document volumes, and the systems your workflows need to reach. We’ll walk through Orchestrate live and design a deployment that fits your environment.
FAQ
Frequently Asked Questions
Orchestrate is WestFax’s enterprise document workflow platform — a centralized place where teams manage and collaborate on documents. It gives organizations full control over how documents move between departments, users, and workflows: shared folders and queues, comments and case history, granular permissions, and AI-driven routing, all on infrastructure you host yourself. It’s built on top of the WestFax Cloud Fax Toolkit.
They’re separate portals under one WestFax account. The Fax Console is the secure web portal included with every account — it’s where your faxes live. The Comprehend portal is a lighter enterprise portal for cloud-first teams that don’t need the Cloud Fax Toolkit. Orchestrate is the fully featured, highly configurable enterprise portal for complex deployments — built on the Cloud Fax Toolkit, with Comprehend scoped in as its AI layer.
Yes — that’s exactly what it was designed to do. Teams moving off aging on-premises fax server platforms keep everything they depend on — shared folders, filing and routing rules, printing, granular administration, and complete audit history — and gain what those platforms never had: real-time collaboration, AI document routing, and the WestFax cloud fax network behind it all.
Orchestrate groups link to your Active Directory groups, so provisioning works the way your IT already does — add a person to an AD group and they have the right access in Orchestrate, with Windows SSO and no extra passwords. Permissions are additive across groups and stored individually, separating what a user can do from what they can see, right down to folder-level administration.
Yes. Orchestrate is self-hosted, so protected health information never leaves your network, and access to PHI is gated by its own dedicated permissions. Every message and admin event is logged for a complete audit trail, and WestFax signs an industry-standard Business Associate Agreement. WestFax is also HITRUST R2 certified and SOC 2 Type II audited.
Orchestrate is a WestFax Enterprise platform — and any account can upgrade to Enterprise, whatever your fax volume. Every deployment is scoped to your architecture: your folder structures, Active Directory, workflows, and volumes. Tell us about your environment through the enterprise contact form above, and we’ll design your deployment together.