Create a fax cover sheet from anywhere a fax number appears – instantly! The Fax Cover Sheet Generator will allow for the creation of a cover sheet, which can be modified, printed, and sent to email or fax.
This feature is accessible from the Main Client (shown below), the Client Contact, and Job Order forms.
The Fax Number field and the Fax Cover ‘activator
To access the Fax Cover Sheet Generator, click on the Fax! field label, and the following window will appear:
Select the desired cover sheet format.
Choose which Return Address to use, then select the desired Fax Template. Once these selections are made, determine whether this selection should be the default (check the box), and choose OK to continue.
The Fax Cover Sheet will be shown in Word, and from here, make any changes desired to the form. Notice that the Client information is already defaulted, as is your company name, address, and phone numbers. Once the form is complete, Print, Send To, or Fax from Word.
Preview of the fax cover sheet.