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Creating a cover sheet

 


 

Before creating your own cover sheet, it is important to give some thought into what you wish your cover sheet to look like.  If you have a company logo, and would like to display this on your cover sheet, you will need a copy of this either in graphical form or on paper if you possess a scanner.

 

Personalized cover sheets can help your business identity. Allowing you to increase awareness of your corporate branding without incurring any extra costs.  

 

Note: cover sheet creation can only be done by users that have Administrator status.

 

cover sheet Creation is done in two stages. This allows you to add both background data such as images, lines and words that you do not intend to change on a fax to fax basis and also foreground data such as fax addresses, names and dates that will differ for each fax.  

 

Create the cover sheet background file

 

1.Open Word.

2.Add your corporate logos, and design the layout for the background of your cover sheet.

3.Print your document to the Zetafax Printer.

 

The Zetafax Client will open and the Fax Wizard will be displayed:

 

faxwizard

 

4.Choose the cover sheet, letterhead or attachment file option.

5.Select the cover sheet background - optional checkbox.

6.Provide a name for your cover sheet within the File name text box.

7.Add a description in the Description text box.

8.Select the OK button to save the background of your cover sheet.

 

Default coversheet

 

9.Select Yes to add variable fields to your fax form.

 

Create the cover sheet foreground file

 

1.Open the cover sheet editor program.

2.Open the cover sheet you wish to modify, or select New to create a blank cover sheet or use one of the standard cover sheet templates.

 

Add a text field

Adding a text field allows you to add information to your cover sheet that is going to remain the same between faxes.

 

1.Click on the Insert Text button:

2.Choose where on you fax you would like this information to appear, and click the left button on your mouse.

3.Type the text you want to add.

 

Add a merge field

Adding a merge field to your cover sheet allows you to add fields that will personalize your cover sheet.

 

1.Click on the Insert Field button:

 

The Field menu will be displayed:

 

Coversheet field

 

2.Select the field you would like to add to the cover sheet.

3.Choose where on you fax you would like this information to appear, and click the left button on your mouse.

 

Your field is now added to your cover sheet.

 

Insert a line

One or more lines can be added to your cover sheet to separate sections.

 

1.Click on the Insert Line button:

2.Draw your line by holding down the left button on your mouse and moving the mouse till you get a line of the desired size.

 

Your line is now added to your cover sheet.

 

Insert a box

Boxes can be added to your cover sheet to allow information such as any notes you may wish to be add to be separated from the rest of the information on the cover sheet.

 

1.Click on the Insert Box button:

2.Draw your box by holding down the left button on your mouse and moving the mouse till you get a box of the desired size.

 

Your box is now added to your cover sheet.

 

Editing your cover sheet

 

Having added fields to your cover sheet, these can be edited using the cover sheet Editor at anytime.

 

Having loaded the cover sheet you wish to edit into the cover sheet Editor you can:

 

Edit text

Any text fields added to your cover sheet can be changed by selecting them with you left mouse button.  This will move your cursor to the field and allow you to add, delete or change text as required.

 

Format text

By clicking the right button of your mouse over any text or fax field, you will be given options to edit the formatting of that text.  You can:

 

Change the font.

Edit the text or change the fax field.

Justify the text or fax field.

Delete the item.

 

If you choose to change the font, the following menu will be displayed:

 

coversheet format text

 

This allows you to change the appearance of your selected text.

 

Move fields

All fields can be moved by selecting them with you left mouse button and either dragging them or using the arrow keys on your keyboard.

 

Change line thickness

For both lines and boxes that have been added you can change the thickness of lines by clicking the right button of your mouse on the object and selecting the Properties option.  This will provide you with a Properties menu for that item, allowing you to change the line thickness.  In addition, you can add a shadow to any boxes you might have added.

 

Saving your cover sheet

Having created a cover sheet you are happy with, simply select the Save As option from the File menu and provide a name and description of your cover sheet.  You can now use your cover sheet the next time that you send a fax.