Creating and sending cover pages

ACT! Premium Web 2005 Server

Creating and sending cover pages

ACT! helps you create a cover page quickly by retrieving the recipient name, fax, and phone information from the contact record.

If your fax software has a cover page option, turn it off to prevent sending an additional cover page. For more information, see your fax product documentation.

To create and fax a cover page

  1. Display a contact record.

  2. From the Write menu, click Fax Cover Page.

ACT! merges the current contact name, phone, and fax number into the fax cover page template.

  1. Change the cover page heading as needed, and then type any additional content.

  2. From the File menu, click Print.

The Print dialog box opens.

  1. In the printer Name box, select the name of your fax software, and then click OK.

Your fax software may or may not display additional dialog boxes to complete the fax process. For further information, refer to your fax software documentation.  

After sending the fax, ACT! displays the Create History dialog box.

  1. If you want to record the fax transmission in the contact's history, select Yes, record history.

  • If you want to include a reference note, type it in the Regarding box.

  • If you want to save the fax document in the contact history, select Attach document to history.

  1. Click OK.