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About FaxMerge
The FaxPress Enterprise’s FaxMerge feature lets users generate the fax equivalent of form letters. With
FaxMerge, users create a template document with fields for recipient and fax number information. This
template document can then be merged with a data source (e.g., an ASCII file, another Word document, an
Excel spreadsheet or a dBase database.) This allows users to send what appears to be one personalized
document to many recipients.
To become available, the FaxMerge feature must first be installed from the FaxPress Enterprise client.
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Merging Faxes
Installing FaxMerge
To install FaxMerge, follow these steps:
3. In the MailMerge.doc Word document, click the Install FaxPress Mail Merge Link.
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Installing FaxMerge
4. Click OK.
Installation Tip
If you get a runtime 4149 error, or if the VB script shows, follow these steps:
1. Do a search on your current drive for Normal.dot file and write down the path to it.
2. With your Windows Explorer browse to your Program Files>Castelle>FaxPress>Third Party>MS
Office Utilities. Under this path you will find the file named MailMerge.doc. Copy this file to the
location where you found the Normal.dot file.
3. Go through the FaxMerge installation again.
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With Microsoft Word/Office 2000, XP and 2003, the MailMerge wizard will take you through the steps
involved in using FaxMerge. These steps include:
1. Creating a data source that includes recipient information, i.e., names, fax numbers, etc.
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.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
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2. In the FaxPress Server Login dialog box, choose a FaxPress Enterprise Server to log in to, enter a
User Name and Password, and click Login.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
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4. Make sure the Letters radio button is selected and click Next: Starting document button.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
5. Next, select the Use the current document radio button and then click Next: Select recipients.
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6. Leave the Use an existing list radio button selected and click Browse to open the Select Data
Source window. Open the data source you created in Creating a Data Source on page 18-6 and
click Next.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
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8. The Mail Merge Recipients window allows you to select recipients for your merged document. Use
the Select All button and click OK, or specify individual recipients. .[
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
9. Next, make sure the name of your data source file appears as the existing list from which the recipi-
ents will be drawn.
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10. Next, to insert the merge fields, click on the icon to the left of the Insert Word Fields button. The
name of this icon is Insert Merge Fields. The icon’s description will appear after you move your
mouse over the icon.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
11. In the Insert Merge Field dialog box, make sure the Database Fields radio button is selected.
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12. The fields that appear in the Insert Merge Fields dialog box correspond to the fields in your Excel
data source file. Select the fields from your data source that you’d like to add to your Word docu-
ment, and click Insert.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
13. After you’ve finished inserting the fields, Close the Insert Merge Fields dialog box and in the Step 3
of 6 section, click Next: Write your letter.
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14. Write the text and edit your document. Merged documents are faxed without a cover page. To include
a cover page, edit the first page of the document to be the cover page.
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
15. Once you’ve finished editing your document, click on MS Word Tools>FaxPress Mail Merge.
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17. After the document is saved, the FaxPress Fields Map will appear as shown below. Map the Fields
you want
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Using FaxMerge with Microsoft Word/Office 2000, XP and 2003
18. Map the Fields you want and click the Map>> button to have fields on the right part of the dialog
box.. Once you done with the mapping click the OK button to start the merge procedure.
19. When FaxMerge finishes its process the document and mutiple recipients will be forwarded to the
FaxPress. Click OK. You have completed the FaxPress Merge process.
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