Equisys technical notes

Technical guidance, explanations and fixes for our products

HOWTO: Automate faxing from GoldMine® 6.0

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ZTN1253

ID: ZTN1253

This Zetafax technical note applies to:

  • Zetafax 8
  • GoldMine Business Contact Manager 6.0

For Zetafax version 9 or higher please refer to ZTN1426-HOWTO Use the Zetafax Goldmine Add-on

Summary

GoldMine offers support for automated faxing from a number of applications as standard. This support is now extended to include Zetafax. This is achieved through a link to Microsoft Word. It allows GoldMine users to fax documents directly from the application, using document templates.

This document will explain the following:

  • How to install GoldMine® PLUS for Microsoft Word
  • How to send a fax coversheet from within GoldMine
  • How to send a fax to multiple recipients from within GoldMine

More information

How to install GoldMine® PLUS for Windows 

  1. Download the GoldMine PLUS for Word link. Refer to the GoldMine Business Contact Manager 6.0 "What's New" manual; Chapter 1 - "Installing Links to Document Applications" for instructions.
  2. Once the Word link has been downloaded and installed refer to the GoldMine Business Contact Manager 6.0 "What's New" manual; Chapter 8 - "Communications" for instructions as to how to configure the Word link.
  3. When presented with the GoldMine Link Preferences Select the Zetafax as the 'Fax Method' (As below) then click 'Save Preferences' to continue the installation.

How to send a fax coversheet from within GoldMine

  1. Open a contact from the Contacts List
  2. Select Contact | Write | FAX to Contact (as below). This will launch the default coversheet within Word.

  1. Edit the document using Microsoft Word to personalise your message.
  2. Select 'File | Send To | GoldMine Contact via Zetafax.
  3. GoldMine will submit the Fax Coversheet along with all the addressing information (Fax number, Contact name and Organization name) to Zetafax. The Zetafax server will automatically send the Fax and report that it has done so by placing information in the GoldMine History tab relevant to the Contact to whom the fax was sent.

Sending a fax to multiple recipients from within GoldMine

  1. Open a Contact from the Contacts list
  2. Select Contact | Write | Mail Merge (as below).

  1. You will be presented with the MailMerge Properties dialogue box (see below). Select both the Document Type and Template that you wish to send.

  1. Click on the 'Recipient' tab. Select the contacts to which the document is to be sent. Choose 'FAX' from the Delivery options.

  1. Click 'OK'. The documents will be merged and submitted to the Zetafax server. The Zetafax server will automatically send the Faxes and report that it has done so by placing information in the GoldMine History tab relevant to the Contacts to whom the fax was sent.

References

Please refer to the Zetafax Software Guide for configuration instructions for the Zetafax client and server

Last updated: 17 October 2005 (DH/SV)

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