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Fax Form

New Member
Posts: 3
Country: USA

Fax Form

I have a Fax Cover sheet form that I want to automate in ACT.  It needs the following information:

 

Contact

Company

Phone

Fax

My Name (from my record)

Today's date.

 

Current form is .dot Word doc template. I can set this fax sheet template to a merge document template if necessary, but need to know how to create this and how to call it from the menu with current company open (viewed) propogating the fields like when I generate a letter.

 

OMR

 

Platinum Elite Contributor
Posts: 14,394
Country: Australia

Re: Fax Form

New Member
Posts: 3
Country: USA

Re: Fax Form

Got the form modified but now Word is giving me a "missing OLE" message.

 

OMR

Platinum Elite Contributor
Posts: 14,394
Country: Australia

Re: Fax Form