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User Guide > Sending Faxes from GoldMine
2.
Choose a document/form to merge. Any template may be used from any user in
the Forms of User combo box as long as the Documents option is selected.
3.
Specify record selection from the following options:
This Contact —will fax to the currently active contact record,
All Contacts— will fax to the currently active filtered list or group of contacts
Forward to Last— will fax to all contacts starting from the current active
record, taking all filters and groups into account.
Primary— will only fax to the primary contact of the record and selecting
Additional— will fax to the additional contacts of the same record.
If both Primary and Additional are selected, then faxes will be generated for the
Primary and Additional contacts.
4.
Click on FAX at the bottom of the screen.
The FaxPress/GoldMine connection software will automatically launch MS-Word, merge in-
formation into the document and then send the document to all the contacts specified. Af-
ter the fax has been submitted to the FaxPress, a message appears notifying the user that
the fax has been sent successfully.
Entries will be added to each contacts history list indicating that the fax has been sent and
the name of the merged document.
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