
WinFax Macro
for Word 2000/XP/2002/2003
for use with
WinFax PRO or TalkWorks PRO
Revision 1
March 1st, 2006
Table of Contents
Installing the WinFax Macro
for Word
Always show the send screen when using styles
Send using the Photo Quality Printer Driver
Send using the ClearFax Printer Driver
Dialing options (For North American Dialing)
Creating the WinFax (Wfx) Styles
Using the WinFax Word Fax
Merge macro
Create or select
the mail merge database in Microsoft Word 2000/XP/2002/2003
Set up the merge
document in Microsoft Word 2000/XP/2002/2003
Send the merged
document to WinFax/TalkWorks PRO
Uninstalling the WinFax Word
Macro
For Windows 95, 98, Me, NT 4.0, 2000, XP
This
program requires Microsoft Word and WinFax
PRO/TalkWorks PRO. It is not
stand-alone fax software. You will require a version of WinFax PRO or
TalkWorks PRO from the compatible list below to send faxes from Microsoft Word.
This program will add WinFax icons to Microsoft Word, allowing you to fax
directly from Microsoft Word without having to switch the printer driver to
WinFax. You can also customize settings
for your faxing, use styles to automate faxing and send fax merges with ease.
Microsoft
Office and Microsoft Word are registered trademarks of Microsoft Corp. WinFax
PRO, TalkWorks PRO and WinFax Basic Edition, are registered trademarks of
Symantec Corp.
The
WinFax Macro for Word will function with the following versions of Microsoft
Word:
·
Microsoft Word 2000 (English language, all
releases)
·
Microsoft Word XP/2002 (English language, all
releases)
·
Microsoft Word 2003 (English language, all
releases)
Future
versions of Microsoft Word may also be supported, but have not been tested at
the time of release of this document.
Supported
WinFax PRO and TalkWorks PRO versions include:
·
WinFax PRO 8.02, 8.03 (If you are using 8.0
or 8.01, you can update to 8.02 or 8.03 from Symantec by downloading a patch
file)
·
WinFax PRO 9.0 (All revisions, 9.02 or
9.03 recommended)
·
TalkWorks PRO 2.0 / 3.0 (All revisions, 2.02,
2.03 or 3.0 recommended)
·
WinFax PRO 10 (All revisions. Support
the Photo Quality Printer driver. See
note below if using Version 10.02 and Windows XP)
·
WinFax Basic Edition 9,
10 (All
revisions, 9.02, 9.03 or 10.x recommended. Support the Photo Quality Printer
driver)
NOTE: English language releases of WinFax or TalkWorks supported
only. Versions prior to 8.02 are not supported. Versions 9.03 or higher are
recommended.
NOTE: The WinFax Mail Merge feature does not function with WinFax PRO 10.02
with Windows XP. Symantec has corrected this problem with release version 10.03.
If you have WinFax PRO 10.02 installed, it is recommended you update to release
10.03 or later as recommended by Symantec. Contact Symantec
for more details or visit the GetFaxing.com
Web site.
Installing the WinFax Macro for Word
Downloading the software
You
can download the WinFax
Macro for Word by clicking this link, or from many of the leading
third-party download sites such as C.Net’s
Download.com, Simtel and ZDNet.com
Installing the WinFax
Macro for Word
1.
Double-click the wfxmacro.exe
file to start the installation. The
WinFax Macro for Word Installer dialog box will appear, as shown below:
NOTE: Some dialog box options
may not appear exactly the same as displayed in this manual due to
updates/changes to the software.

2.
Click Next
to continue the installation process.
3.
Updated information regarding the WinFax Macro for Word will be
displayed in the next screen. Please read the information carefully and ensure
you meet the minimum requirements to install the application. Click Next to continue
to the License Agreement.
License Agreement

4.
Please read and review the license agreement, you must agree to
the license agreement prior to install of the application. Click “I agree to these terms and conditions”
and then click Next.
Registration Name and
Registration Code
5.
Enter your registration name and registration code as provided to
you at time of purchase. If you have not yet purchased the product and wish to
use the trial version, you can leave these fields empty and continue with the
installation. If you do not enter your
Name and Registration code, the application will be active but some
functionality will be disabled or limited.
You can enter the registration name and code at any time after
installation by clicking Tools, WinFax Macro Setup and Activate.
NOTE: If you have problems
entering your Name or Registration Code, please e-mail technical support at support@getfaxing.com or click the Web
site link on the registration dialog box.

Selecting the Install
files and Installation Directory
6. Select the options you
wish to install. By default, all options
are enabled and are recommended. The
default installation folder is “\Program Files\WinFax Macro”, if you want to
change this directory, click Browse and select a new directory location. Click Install to continue the installation
process.


7.
The installation process is now completed. Please read any
additional information displayed here and then click Finish to close the WinFax Macro for Word Installer.
NOTE: Enable the option “Start Microsoft Word” to start
Microsoft Word after installation. Please see the Security Level information
below regarding Macro Security dialogs that may appear when you start Microsoft
Word.
About Macro Security
Levels in Microsoft Word
Macro
security levels in addition to anti-virus software are a primary defense
against malicious code and viruses that can be executed in Microsoft Office
products. You should use the High macro security level for most situations
because a lower level will increase your vulnerability to malicious attack.
Macros,
whether you purchase, write or record them, can be exceptionally useful and
save you time. Unfortunately, if you use unsigned macros, the High macro
security level will result in your seeing many annoying security warnings. In
fact, unsigned macros are automatically disabled at the High macro security
level.
The
WinFax Macro is digitally signed by GetFaxing.com, but before you can execute
this macro in Word you must first “trust” the macro publisher, “GetFaxing.com”.
In the next section you will find the steps required to trust the WinFax Macro
depending on your security level in Microsoft Word. By default, the security
level in Microsoft Word is set to High (the recommended setting)
If you use High macro
Security level in Microsoft Word (Recommended)
If
you are using High Security level in Word, after you install the WinFax Macro
you will be presented with a warning dialog box. This warning prevents macros
you are not aware of from executing. The following steps will allow you to
confirm to Microsoft Word that the WinFax macro is safe, and allow Word to
execute this specific macro without any further security warning dialog boxes.

1.
The Security Warning dialog appears when you start Microsoft Word.
After ensuring the document contains macros by GetFaxing.com, click the Details…
button.

2.
The Digital Signature Details dialog box appears. This dialog box
displays the signer information. Click on the View Certificate button to continue.

3.
The Certificate dialog box appears. This dialog box contains
information about the certificate, the issuer and other certificate details.
From the General tab, click the Install
Certificate… button.

4.
The Certificate Import Wizard dialog box appears. Click the Next button to proceed with the
installation of the certificate.

5.
Ensure the default option “Automatically
select the certificate store based on the type of certificate” is selected,
and then click the Next button.

6.
Click Finish to
complete the installation. A dialog box will appear confirming that you wish to
install the certificate from GetFaxing.com and will include a “thumbprint” to confirm that this is the
original “GetFaxing.com” macro. Click Ok to confirm the installation.
7.
Now exit Microsoft Word by clicking “Disable Macros” and then
File, Exit.
8.
Start Microsoft Word, and the following Security Warning dialog
box should appear:

9.
Select the option “Always
trust macros from this publisher”
after confirming the dialog box indicates macros by GetFaxing.com. Now click the Enable Macros button.
Each time you start Word
you are no longer warned about the security of the WinFax macro, as it is now
trusted.
If you use Medium Macro
Security level in Microsoft Word
If
you are using Medium Security level in Word, a similar dialog box will appear
requesting you to enable or disable the macro. Confirm the macros are by GetFaxing.com and then click Enable Macro. You will have to repeat this step each
time you start Microsoft Word. If you want to trust this macro and omit this
additional step, you must follow the instructions as described in the section “Using High Security level in Microsoft Word”.
If you use Low Macro
Security level in Microsoft Word (Not Recommended)
If
you are using Low Security level in Word, the macro will automatically start
and no dialog box will appear. Although this a legitimate macro and completely
safe, you may want to set your security to Medium or High so you have control
of what other macros may be executing in Microsoft Office. For more details on
security please see the Microsoft Office documentation.
Congratulations! You
have now successfully installed the WinFax Macro for Word and now you can start
sending faxes directly from Microsoft Word with ease!
You should now see the
WinFax icon in the toolbar, a WinFax option from the File Menu and WinFax Macro
Setup and WinFax Mail Merge from the Tools Menu.
NOTE: If you do not see the
WinFax menu options or the WinFax icon on your Word toolbar, click Tools, Templates and Add-Ins and enable
the “wfword2k.dot” add-in
Using the WinFax Macro for Word
To
fax a document from Word, click the File
menu, and then click the WinFax
option or click the WinFax icon on
the Word toolbar. If WinFax or TalkWorks is not already active, it will be
started and the Send dialog box will appear. You can enter the recipient
details in the Send dialog box and click Send. The document is then transmitted
as a fax via WinFax PRO/TalkWorks PRO.
NOTES:
·
When you click on the
WinFax icon, or the WinFax item from the File menu, the printer driver is set
to WinFax and the document is printed to WinFax. Once completed, the original
printer driver is restored. You do not need to choose the WinFax printer
driver, or switch to your default printer after the fax is completed.
·
You may see the error
message “Compile Error in Hidden module:
wfxMacro” if WinFax PRO or TalkWorks PRO is not
installed, or you have not started WinFax PRO/TalkWorks PRO after initial
installation. See the section: Trouble Shooting the WinFax Macro, for more
information.
·
If you do not see the
WinFax menu options or the WinFax icon on your Word toolbar, click Tools, Templates and Add-Ins and enable
the “wfword2k.dot” add-in
To
setup WinFax macro options, click the Tools
menu, and then click WinFax Macro Setup.
In this setup, you can configure specific options for the macro when faxing
from Microsoft Word.

Send using Fine resolution
Enable
this option to always send faxes using the highest resolution available to
WinFax. Fine (or High) resolution is 200 x 200 dots per inch. If you disable
this option, faxes will be transmitted using Standard (or Low) resolution at
200 x 100 dots per inch. Disable this setting when you want to transmit your
faxes at a higher speed. This option is available to the Print to WinFax and
WinFax Merge macro options.
Always
show the send screen when using styles
You
can use styles to automatically retrieve the name, fax number and other details
from a document via the use of Word styles. This option forces the send dialog
box to appear allowing you to add additional information to the fax. When this
option is disabled, and styles are used, the fax is immediately sent without
any additional user interaction. This option is only applicable when there are
WinFax specific styles defined in your Word document. For more information on defining Word Styles please see the section
using the WinFax “Wfx” Styles.
NOTE: This option is specific to the Print to WinFax macro only. It does not
apply to the WinFax Merge macro.
Send
using the Photo Quality Printer Driver
If
you are using WinFax PRO 10 or WinFax Basic Edition version 10, you can
configure the WinFax macro to use the highest quality output by selecting the Photo Quality Printer Driver.
Click
the Tools menu, and then click WinFax Macro Setup. You can configure
the Photo Quality Printer driver for merges or one-time fax sending from
Word. Click the Print To WinFax tab and check the Photo Quality Printer driver option.
For fax merges, click the WinFax Merge
tab and check the Photo Quality Printer
driver option.
NOTE: This option is available with WinFax PRO 10 and WinFax Basic Edition
version 10 only. This option is not
available for all other versions of WinFax PRO or TalkWorks PRO