Faxing Your Default Fax Sheet

When you use the Fax capability, GoldMine opens the application used to create the template such as Microsoft Word, then displays the template with information merged from the contact’s record. You can also fax correspondence using a default fax template.

To Fax Correspondence with a Default Fax Template

1.

Select Go To > Document Templates.

The Document Management Center opens.

2.

Open any contact record and then select Actions > Write fax to contact.