
17
Creating and sending fax batch messages
To send customized CallPilot fax messages to multiple recipients you can use Microsoft
Word Mail Merge, and send your print job to the Nortel Fax Batch printer. You must be
familiar with Microsoft Word Mail Merge functionality to use this feature. Consult your
Microsoft Word documentation. Note that the CallPilot Fax Batch feature is only
available to CallPilot Desktop and Web users who install the Nortel Fax Batch Print
Driver.
To use Mail Merge with CallPilot, you need your main document (the file you want to
send to your recipients) and a data source document that contains recipient information
such as names and fax numbers.
Your CallPilot Desktop Messaging installation includes a sample Microsoft Word data
source named Data.doc and a sample Microsoft Word main document named
Sample.doc. Each of these are examined below to explain the batch fax procedure.
Accessing and modifying the example Data source document
The Data.doc file consists of a Microsoft Word table, organized in columns, with one row
for each recipient. The following column headers exist in the sample: ToFax, ToName,
DelReceipt, DelType, ToCompany, and ToPhone. These column headers can be
modified and deleted and new columns can be added. The column header names
serve as tags, which can be inserted into the main document, to customize the fax for
each recipient, or to direct CallPilot how to handle the fax.
1 Go to \Program Files\Nortel\CallPilot\fax directory and open the Data.doc file.
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