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What is a fax merge or mail merge?   November 26th, 2010

About FaxTalk Fax Merge for Microsoft Word

 

FaxTalk Fax Merge for Microsoft Word has two purposes, it allows you to send fax merges and it simplifies faxing from within Microsoft Word.  Looking for Fax Merge for WinFax PRO click here.

Simplify Faxing from Microsoft Word

 

 FaxTalk Fax Merge simplifies faxing from within Microsoft Word. For example, you can fax any open document in Microsoft Word via a fax icon, retrieve a fax number from a document automatically and add it to FaxTalk Send screen via built-in Word styles, automatically switch to the FaxTalk printer driver and switch back to your original printer when you are done. You can also set specific options for sending, such as setting a default resolution when sending faxes or printing a copy of your Microsoft Word document to your local printer every time you fax. However, the primary function and most powerful feature is performing fax merges.

What is a fax merge or mail merge?

 

Included with Microsoft Word is a feature called mail merge. A mail merge allows you to create a form letter that contains personalized information for the recipient. An example would be sending a payment reminders to customers with outstanding accounts, each letter would contain the name and address of the recipient, the payment due amount, and payment due date and any other information you’d like to include. While the main components of the letter will remain the same for everyone, the greeting, address, due date, amount or other information is personalized for the specific recipient. Printing and mailing these letters manually is easy enough, but stuffing envelopes and mailing is time consuming and expensive. This task can be accomplished with ease by faxing instead of mailing using the FaxTalk Fax Merge for Microsoft Word. You can also use the FaxTalk Fax Merge for announcing new products, sending press releases, advertising, marketing & promotions, bulletins, newsletters and more.

A mail merge in Microsoft Word consists of two components, the template (for example, a letter), and a data source (a recipient list that contains names, addresses, phone numbers and any other personalized information.)

The template is the document you want to fax. It contains the body of the message along with placeholders which are replaced with the personalized data that you want to appear in the fax. The placeholders that appear in the document are linked to a data source. The data source is any type of database that can be linked to Microsoft Word. This includes a Microsoft Excel spreadsheet, Outlook contacts, Hotmail Live Contacts, an Access database, dBase, SQL, and any ODBC connected database.

More info on FaxTalk Fax Merge for Microsoft Word

Want to see it in action? We created a video showing an example of a fax merge using FaxTalk Fax Merge with Microsoft Word 2010/2007 here: 

Video of FaxTalk Fax Merge for Microsoft Word 2010/2007

One of the main components of WinFax PRO is its printer driver, the printer driver allows you to fax from other applications. Without this driver, you cannot send faxes from other applications. WinFax PRO is crippled without the installation of the included printer (WinFax) driver, without it, all you can fax are single cover pages that are built into WinFax.

Windows Server 2003

The first problem with installation of WinFax PRO under Windows 2003 is that the printer driver support in the operating system was moved from kernel to user mode. The reason is that the use of kernel mode printer drivers can possibily cause a server to hang, result in a blue screen and require a reboot. This isn’t something you want happening on a server. Because of this possibility, Microsoft decided to block the installation of all kernel mode printer drivers in Windows 2003. During the installation of WinFax PRO, a kernel mode printer driver (also called version 2 printer driver) is added to your list of installed printers. By default, Windows 2003 won’t allow you to add this printer, and during the installation it is either ignored silently or a printer driver related error message is displayed. Fortunately, in Windows 2003 you can bypass this restriction. You can set a group policy in Windows 2003 to allow the installation of kernel mode printers. Once you’ve done this, you should be able to successfully install WinFax PRO under Windows 2003.

Windows Server 2008

 Windows Server 2008 does not support Type 2/Kernel Mode printer drivers. While the installation of WinFax (may) appear to complete under Windows 2008, the installation  will not include these printer drivers.  WinFax PRO is not compatible with this operating system.

 Does Outlook 2003 or 2007 Crash when you exit Outlook? Did this problem start after you installed WinFax PRO 10? If so, check to see if you have “WinFax Logs” linked in Outlook 2003 or 2007. 

Note that Outlook 2007 is not compatible with WinFax PRO – you cannot use Outlook 2007 contacts with WinFax, and the fixes noted below do not resolve phonebook/contact compatibility issues with Outlook 2007 and WinFax PRO

There are three solutions to this problem Read the rest of this entry »


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