WinFax Macro for Word 2000/XP/2002/2003

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

WinFax Macro Setup

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

Send using the