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How do you merge fax? |
  
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How do you merge fax? |
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The term 'merge fax' refers to re-using an existing fax for a new message. 'Fax', short for 'facsimile', is a method of transmitting documents. The word 'telefax', short for 'telefacsimile' meaning 'to make a copy at a distance', can also be used.
To send a fax using the existing template to a contact, follow these steps.
Step 1: Select Merge fax
Click the Contact tab located on the ribbon.
Select Merge fax in the Communications group.
Step 2: Select the template
This dialog box shows all available fax templates that can be re-used.
To proceed, select the desired template.
Step 3: Type your message
Based on the template you select, the new 'Fax' form opens, displaying all the text available in its template. You can either re-use this text as is, or edit it.
Tabs for fax
The 'Fax' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:
| • | general information - lists details similar to an ordinary fax message |
| • | advanced - contains BCC and campaigns associated with the message |
| • | attachments - documents can be attached to this message. |
An HTML tab is available in the lower panel which, depending upon the nature of the fax, can be used for formatting.
Also in the lower panel, a preview tab is available in order to view the message.
Note:
The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.
More actions for fax
Controls on the ribbon allow you to carry out the following actions on the selected fax:
Step 3: Send your fax
Click the send button to send your fax.