Captaris Captaris FaxPress, Supplementary Manual

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Admin Guide > Using FaxMerge with Microsoft Word/Office 97
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Using FaxMerge with Microsoft Word/Office 97
If you know how to use Word’s MailMerge, using FaxMerge is easy. If you don’t already
know how to Mail Merge, use the Word wizard to learn how. The steps involved in using
FaxMerge are:
1. Creating a data source that includes recipient information (i.e., fax numbers).
2. Using MailMerge to create a Main document.
3. Attaching a data source to your MailMerge document.
4. Inserting the fields into the Main document.
5. Faxing merged documents.
Creating a Main Document
MS-Word uses the term Main document to describe what can be called a template. This is
the document that is merged with a database or file to create multiple, personalized
documents or faxes.
Note: Merged documents are faxed without a cover page. To include a cover
page, set up the first page of the document to be the cover page.
To create a Main document, use the Mail Merge function in Word.
1. Open Word and select Tools > Mail Merge to open the Mail Merge Helper .
2. In the Mail Merge Helper window, click Create.