Faxing Correspondence

You can fax correspondence from GoldMine if you install one of these applications:

■ Symantec WinFax PRO 7.01 or later. Check the version of WinFax PRO by selecting the WinFax main menu command Help > About. To use Symantec WinFax PRO, you must have Microsoft Word version 7.0 or later installed with the WinFax PRO printer driver.

■ RightFax. a network faxing system. To use RightFax, you must install a printer driver in Windows named RightFax configured to print to the RightFax server.

■ Zetafax 7.5 or later.

Third-party add-on OmniRush provides an integrated fax support solution. For details, visit http://www.ivanti.com/ or the Z-Firm LLC Web site at www.zfirmllc.com.

To Fax Correspondence from the GoldMine Document Center

1.

Select Go To > Document Templates.

2.

At the Document Management Center, right-click on Fax, Fax Cover Sheet > Fax.

The Mail Merge Properties dialog box opens.

3.

At the Contact Selection area, select the contact or contacts you want the fax to reach by clicking on the appropriate radio button.

○ This Contact. Merges the fax with the primary contact from the active contact record or an additional contact selected from the drop-down list.

○ All contacts linked to (contact name). Merges the fax with the primary and additional contacts for the active contact.

○ All contacts in the following filter or group. Merges the fax with all contact records or with the filtered group or contact group you select from the drop-down list.

4.

If you select All contacts linked to (contact name) or All contacts in the following filter or group, you can also select these options:

○ Primary. Merges the fax with the primary contact.

○ Additional. Merges the fax with the additional contacts.

○ Merge code. Merges the fax based on the code you select in the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

5.

At the Delivery area, at the To box, select Fax, and at the Queue for x days box, select a number of days to delay the printing or sending of the document. This option sets the fax to print at a selected number of days in the future.

6.

Click OK.

When the merge is complete, the results appear in the GoldMine Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. Monitor window.