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Fax Cover Creation

 The Fax Template is used to produce fax covers:

  • Recipients Tab
    Select either a hard or an updating date
    Access the firm's Address Book or your Outlook Contacts for addressee information or enter the recipient's information in the appropriate fields
    Select Single Sheet if all recipients' names should appear on one fax cover sheet.
    Select Individual Sheets if you want one fax cover sheet per recipient

fax wizard

  • Cover Page Info
    Select the sender's name
    Enter Case Name, number of pages and comments here

Fax wizard

  • Office Location Tab
    If your firm has multiple offices, this tab will appear.  Select the office to which you are assigned and the correct address and phone information will appear in the header of the fax cover sheet.

Fax wizard
 



Business Pak...

What's Included:

Business Templates

Standard Macros

Address Book Reports