Other Related Topics...Creating Cover Pages with Microsoft Word
Custom corporate and personal cover pages can be created in Word or WordPad by:
| 1. | Using the Generic, Urgent and Confidential .doc templates provided in the FaxPress Cover Page Templates folder and then customizing the existing text and format. Castelle recommends this procedure to ensure compatibility with the FaxPress server software. |
| 2. | Installing and using the Castelle Cover Page Macro to bring up a blank .doc file in Microsoft Word, and then adding text and the FaxPress keyword fields. |
Castelle strongly recommends that you use one of the .doc template files provided in the Cover Page Templates folder as a basis for your custom cover page template. This is the more convenient, efficient option of the two mentioned above, and is the one covered in the next section.
Customizing a Cover Page Template
To use one of the existing Word-based Cover Page Templates to create a new custom cover page, follow these steps:
| 1. | Log into FaxPress (Start>Settings>FaxPress>FaxPress) and expand your Mailbox’s Personal Foldersbranch. Log in as supervisor if you intend to create a cover page template for all FaxPress users on your local network. |
| 2. | Select the Cover Page Templates folder. |
| 3. | Open one of the .doc files provided. |
| 4. | The .doc file contains both boldface text that can be modified, and bracketed fax parameters that may be copied or removed, but which you CANNOT MODIFY. If you alter the text or spaces between the brackets, the field will not be recognized by the FaxPress software. |
| 5. | Here is a cover page created from the existing Generic.doc file. The boldface text font has been changed, and a company name and logo graphic have been added. Note that the keyword fields have not been altered, and all 16 message lines are left in place. |
| 6. | Rename and save your custom cover page template to the Cover Page Templates folder. |
To make the new cover page template available for general use you must be logged in as supervisor, and you must now publish it as either a Corporate or Optional cover page, by adding it to the Castelle system directory on the FaxPress master file server.
Publishing a Default Corporate Cover Page
To make the new customized cover page template available as the default Corporate cover page for all users, the existing Coverpg.doc in the FaxPress system directory must be renamed, and replaced with the new customized cover page template. This procedure can only be carried out by a supervisor user who is logged into the FaxPress server with access rights to all folders on the C:\ drive.
Follow these steps to publish a new Corporate cover page:
| 1. | Browse to the FaxPress system directory on the Master File Server. The FaxPress installation default directory is: |
C:\CASTELLE\FaxPress_Server_Name\System
| 2. | Rename the existing Coverpg.doc file to something else (e.g., Coverpg_sav.doc). |
| 3. | Copy the custom cover page template you'd like to make available to all users as their Corporate cover page into the FaxPress system directory and rename it Coverpg.doc. |
Any file named Coverpg.doc and saved to the FaxPress system directory will automatically become the corporate cover page.
| 4. | Your new customized cover page template, renamed Coverpg.doc and saved to the FaxPress system directory, will now be available to all users as their default Corporate cover page. |
Publishing Optional Cover Pages
All Personal cover pages created and published from the supervisor account on the FaxPress server automatically become optional cover pages available to all users. These cover pages are provided in addition to the default Corporate cover page, but they will not replace it.
To make a new, customized cover page template available as an Optional cover page for users, follow these steps:
| 1. | Log into FaxPress (Start>Settings>FaxPress>FaxPress) as supervisor and expand your Mailbox branch. |
| 2. | Select your Cover Pages folder (Note: not the Cover Page Templates folder in your Personal Folders) on the left, and then, in the blank space of the right panel, right-click and select Add, as shown below. |
| 3. | Browse to the Cover Page Templates folder, and select the file name of a custom cover page template. The name must be 8 characters long or less. |
| 4. | Click OK in the Cover Page OK message box that appears. |
| 5. | Right-click on the new cover page, and select Publish. |
| 6. | In the Publish Cover Page window, select the users to publish the cover pages to, and click OK. Note that you can also choose a department, and the cover page will be published to that department and no other users in your organization. |
| 7. | The new cover page will now appear as a Cover Page option in the Send Fax interface. Users may have up to eight personal cover page options. |
Cover Pages for International Character Support
Cover pages created in WordPad can support the use of international (non-English) characters once the appropriate font type is applied.
Although the text of the bracketed fax keywords must not be modified, a font type that supports your language characters must be applied to the bracketed fax keywords.
To support Spanish characters, for example, first select the entire bracketed fax keyword field, including the angle brackets, and then specify a font type that supports Spanish for the keyword field. Arial Unicode MS is one example of a multilingual font type that supports a wide variety of language characters. Again, only the font type of the keyword text should be changed. The keywords inside the angle brackets must stay in English and must also immediately follow the first angle bracket. To create space to accommodate additional characters before the keyword field, use your spacebar to move the opening angle bracket further to the right. DO NOT replace or delete any of the existing spaces between the brackets.
Shown below is an example of a Spanish custom fax cover page created from the Coverpage.doc file. The boldfaced text appearing outside the angle brackets has been changed from English to Spanish, graphics have been added, and the font type Arial Unicode MS has been applied to the fax keywords and their angle brackets.
Creating a Corporate Cover Page Template from a Blank Word Document
You can create a custom template using Microsoft Word, and have complete control over the location of the fields, the text describing the fields, and any graphic elements you want to add to the template. However, certain restrictions apply to this procedure.
You CANNOT create a cover page template for use with the FaxPress server software without installing and using the Castelle Cover Page Macro. The server software requires that each cover page template contain the correct keyword fields. These fields are ONLY available when using the Castelle Cover Page Macro in Microsoft Word. Also, you can change, reformat, or re-order the text you add to the template, but you CANNOT MODIFY any text or spaces between the brackets of the keyword fields. If you alter the text or spaces between the brackets, the field will not be recognized by the FaxPress software.
Take the following steps to create your own custom cover page template, starting with a blank Microsoft Word document.
| 1. | After installing the FaxPress 9.x software, choose the command, Start>Programs>FaxPress>Install Cover Page Macro. |
| 2. | After installing the Cover Page Macro, open Microsoft Word, and open a new, blank document. Note that there is a new menu in the menu bar, for the FaxPress CoverPage commands, as shown below. This menu lets you add keyword fields, which are required by the FaxPress server software. |
| 3. | Type in the opening text that you want for your cover page, such as the company name. |
| 4. | Type in the name of the first field you want to add, such as the To field. |
It is best to type in the text of all the fields you want in the default font and font size, and then add all of the keyword fields to your cover page template, before making format changes. Also, it is best to add all of the field names and keyword fields before you add graphics to the template.
| 5. | Select the FaxPress CoverPage>To>To1 command to add the keyword field to your template, as shown below. To1 is the keyword field for the name of the first recipient, To2 the second, and so on. |
| 6. | The field, in brackets, appears on your template. Press Enter, then enter the name of the next field, such as the Fax Number of the recipient. |
| 7. | Select the FaxPress CoverPage>Recipient>Fax No command to add the keyword field to your template, as shown below. |
| 8. | In a similar way, add the names of the fields and the keyword fields for other elements you want to add to your cover page template, such as the From field and the Fax No field in the From submenu, and the Subject field in the Miscellaneous submenu. The results are shown below. |
Keep in mind that you can change, reformat, or re-order the text you add to the template, but you CANNOT MODIFY any text or spaces between the brackets of the keyword fields. If you alter the text or spaces between the brackets, the field will not be recognized by the FaxPress software.
| 9. | To add the lines of the cover page message to your template, first enter the name of the field, then press Enter so that the first line of the message will be on a new line of the template, as shown below. |
| 10. | Choose the Message>Msg 1 command from the FaxPress CoverPage menu, as shown. You can then press Enter and choose the Message>Msg 2 command to add the field for the second line of the message. |
| 11. | Continue this process until you have entered all 16 message lines. DO NOT OMIT ANY OF THE 16 LINES, AND DO NOT ADD 17 LINES. The FaxPress server software requires 16 lines for the cover page message, and if you add more than 16 lines, the message will be included as an attachment on a new page. |
| 12. | When you’ve added all the fields you want on your cover page template, you can change the format of the descriptive text, and add graphics as needed. Just make sure you don’t change any of the text or spaces within the brackets of the keyword fields. Here’s example of a formatted cover page. |
| 13. | When you are satisfied with your cover page template, save it with a name 8 characters or fewer, to the folder: C:\Program Files\Castelle\FaxPress\Personal Folders\Cover Page Templates |
Creating a Personal Cover Page From a Blank Microsoft Word Document
You can use Microsoft Word to create a simple, customized cover page for your own faxes.
However, certain restrictions apply to this procedure.
You CANNOT create a cover page template for use with the FaxPress server software without using the Castelle Cover Page Macro. The server software requires that each cover page template contain the correct keyword fields. These fields are ONLY available when using the Castelle Cover Page Macro in Microsoft Word. Also, you can change, reformat, or re-order the text you add to the template, but you CANNOT MODIFY any text or spaces between the brackets of the keyword fields. If you alter the text or spaces between the brackets, the field will not be recognized by the FaxPress software.
Take the following steps to create your own custom cover page template, starting with a blank Microsoft Word document.
| 1. | After installing the FaxPress 9.x software, choose the command, Start>Programs>FaxPress>Install Cover Page Macro. |
| 2. | After installing the Cover Page Macro, open Microsoft Word, and open a new, blank document. Note that there is a new menu in the menu bar, for the FaxPress CoverPage commands, as shown below. |
| 3. | Type in the opening text that you want for your cover page, such as your name. |
| 4. | Type in the name of the first field you want to add, such as the To field. |
It is best to type in the text for all the fields you want in the default font and font size, and add all of the keyword fields to your cover page template, before making format changes. Also, it is best to add all of the field names and keyword fields before you add graphics to the template.
| 5. | Select the FaxPress CoverPage>To>To1 command to add the keyword field to your template, as shown below. |
| 6. | The field, in brackets, appears on your template. Press Enter, then enter the name of the next field, such as the Fax Number of the recipient. |
| 7. | Select the FaxPress CoverPage>Recipient>Fax No command to add the keyword field to your template, as shown below. |
| 8. | In a similar way, add the names of the fields and the keyword fields for other elements you want to add to your cover page template, such as the From field and the Fax No field in the From submenu, and the Subject field in the Miscellaneous submenu. The results are shown below. |
Keep in mind that you can change, reformat, or re-order the text you add to the template, but you CANNOT MODIFY any text or spaces between the brackets of the keyword fields.If you alter the text or spaces between the brackets, the field will not be recognized by the FaxPress software.
| 9. | To add the lines of the cover page message to your template, first enter the name of the field, then press Enter so that the first line of the message will be on a new line of the template, as shown below. |
| 10. | Choose the Message>Msg 1 command from the FaxPress CoverPage menu, as shown. You can then press Enter and choose the Message>Msg 2 command to add the field for the second line of the message. |
| 11. | Continue this process until you have entered all 16 message lines. DO NOT OMIT ANY OF THE 16 LINES, AND DO NOT ADD 17 LINES. The FaxPress server software requires 16 lines for the cover page message, and if you add more than 16 lines, the message will be included as an attachment of a new page. |
| 12. | When you have added all the fields you want on your cover page template, you can change the format of the descriptive text. Just make sure you do not change any of the text or spaces within the brackets of the keyword fields. An example of a formatted cover page is shown below. |
| 13. | When you are satisfied with your cover page template, save it with a unique name 8 characters long or less, to the folder: |
C: Program Files\Castelle\FaxPress\Personal Folders\Cover Page Templates
To add this cover page to the list you can choose from when you are creating a fax, start the FaxPress software, and in the FaxPress screen expand your mailbox and select the Cover Pages folder. Right-click in the blank space of the list for this folder and select Add, as shown below.
An Open dialog box appears. Browse to:
C: Program Files\Castelle\FaxPress\Personal Folders\Cover Page Templates
and select the name of the cover template you have created, as shown below.
Click Open. A confirmation box appears. Click OK.
The cover page will now appear in your list of available cover pages in the Compose Fax Screen. You can select it and fill in the fields you specified, then send the fax..
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FaxPress WebHelp
Last Updated: 9/12/2007
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