HOWTO: Setting a Zetafax fax coversheet template as default Amicus Attorney fax coversheet

ID: ZTN1204

This Zetafax technical note applies to:

• Zetafax 7.5.1.91

Summary

Zetafax enables you to submit faxes automatically to your Amicus Attorney contacts using embedded addressing commands. To do this you will need to use the Zetafax fax coversheets specifically designed for Amicus Attorney. This document will guide you through:

• Setting a Zetafax fax coversheet template as default Amicus Attorney fax coversheet

More information

Additional Zetafax technical notes are available from the Support pages of the Equisys website at www.equisys.com/support. For further information on designing and printing Amicus Attorney reports, please refer to the documentation accompanying Amicus Attorney or visit http://www.amicusattorney.com/.

Setting a Zetafax fax coversheet template as default Amicus Attorney fax coversheet

1. In the Amicus Office program, go to File> Master Documents and double click on the Fax Covers group in the resulting Master Documents dialog box.

2. Select New Document. This will display the following dialog:

3. Specify a meaningful name in the Master Document Name box and any other information required in this dialog box, then click Advanced.

4. Select the Master Document Type based on the word processing application that you intend to use.
5. In Master Document Location, click Browse to locate the fax coversheet templates provided with Zetafax (see list below). By default these files can be found alongside other Amicus Attorney Master Documents in the 'C:\Program Files\TEAM50\TEMPLATE\DOCUMENT' directory. For maximum flexibility, each file is available in WordPerfect, Word and text format:
   
   ZFWDFAX                                       Fax coversheet - Legal Style
   ZFCOMPNY                                 Zetafax coversheet - Company Style
   ZFLINEAR                                       Zetafax coversheet - Linear Style
6. Leave the other fields blank and click OK to confirm your selections.
7. Back in the Define Master Document dialog box, click Edit Master Document if you wish to customize the selected Zetafax template, then click Done. The selected Zetafax fax coversheet has now been added to the Fax Covers group in the Master Documents window. Click Done to apply the changes.
8. In the Amicus Administrator program go to Configure> Other and select one of the newly added fax templates as your default coversheet. Click OK.
9. Restart your Amicus client for the changes to take effect.

References

For additional information, please see the following technical notes:

ZTN1202-HOWTO Sending faxes from Amicus Attorney

ZTN1203-HOWTO Sending faxes from the Zetafax client to Amicus Attorney contacts

ZTN1208-HOWTO Sending multiple documents as a single fax message to Amicus Attorney contacts.

ZTN1215-HOWTO Install Zetafax Legal Extensions with Amicus Attorney

Last updated: 27 September 2002 (MM/SV)