Client Communiqué: Fax Transmittal Wizard

The Fax Transmittals Wizard is used for quickly filling out and printing fax cover sheets.

The following fax transmittal templates are available:

  • Block
  • Business
  • Contemporary
  • Elegant
  • Professional

Printing on these templates is a five step process, as described below.

  • Step #1: Select Fax Transmittal - This step will allow you to choose the template to use for the fax transmittal sheet.
     
  • Step #2: From and To Options - This step will allow you to enter who is sending the fax and select how many recipients will be receiving the fax.
     
  • Step #3: Recipient and Header Options -This step will allow you to enter the postcard contents.  If the single recipient option was select on the second page of the wizard, you will be prompted to enter the contact name, phone number, and fax number of the fax recipient. Otherwise, if the multiple recipient option was selected, you must select the recipients by checking the appropriate contacts on the lookup screen that is accessed by clicking the lookup button.
     
  • Step #4: Fax Notes/Comments - In the editbox, enter an unlimited amount of text notes or comments to be printed on the fax transmittal.
     
  • Step #5: Fax Transmittal Print Options - The final step in the Postcard Message Wizard is to preview, print, or save the postcard message. The following fields and buttons are contained on this page:
Step #1cc_fax1.gif (16742 bytes) Step #2cc_fax2.gif (13680 bytes) Step #3: Singlecc_fax3.gif (10426 bytes)
 
Step #3: Multiplecc_fax4.gif (15361 bytes) Step #4cc_fax5.gif

Step #5cc_fax6.gif (8348)

(Click Image to Enlarge)




If you wish to ask specific questions or request additional information, e-mail us at info@proware-cpa.com.

                                                                                                                                       

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