IBM Aptiva A40, C66
(250-0451,8)        Creating and Sending Faxes        Faxback Doc. # 33127

Use the following steps to create and send your fax.  For detailed
information on any step, see the referenced topics.

1.  Review fax settings, if necessary

    If you need to review any fax settings, for example the banner
    information, paper size, or transmission options, check them before you
    choose the Create Quick Note or Create New Fax button.  See "A Summary
    of Fax Settings".

2.  Write the Quick Note or prepare the fax document

    Quick Notes:  A Quick Note is a single page fax.  It consists of a
                  cover sheet with a note on it.  You write the note in
                  the Fax Center's internal editor and can have the Fax
                  Center place it on any one of the cover sheet choices.

    See "To Create a Quick Note" (Faxback Doc. # 33128)

    Standard fax documents

    You can fax any document on your computer, as long as you can open the
    document in a Windows application that supports printing.

    See "To Prepare the Fax Document".

3.  Enter fax recipients, and continue to the Create New Fax or Create a
    Quick Note window

    After you prepare your Quick Note or fax document, the Fax Center
    automatically opens the Choose Recipients dialog box for you.  Using
    buttons in this dialog box, you can address a fax to:

    An individual

    A selected Group of recipients - If you often fax information to a
    particular set of people, you can group those individuals under a
    common group name.  When you address a fax to that Group name, the
    Fax Center will send a copy of the fax to each member in the group.

    A list of as many individuals and groups as you want.

    Individuals selected from Address Book and Speed Dial lists.

    After you enter recipients, and click on the Select button in the
    Choose Recipients dialog box, the Fax Center returns to the Create New
    Fax or Create a Quick Note window.  This window displays a summary of
    fax cover sheet, address, and scheduling information, and provides
    buttons with which you can enter or change fax specifications.  (This
    window also includes options for revising the Choose recipients dialog
    box, in case you want to change the address information.)

    See "To Choose Recipients" on page 58 and "The Create New Fax/Quick
    Note Window" (Faxback Doc. # 33128) for more information.

4.  Choose a cover sheet

    The Fax Center gives you a choice of preformatted cover sheets.  You
    can preview and choose cover sheets using the Cover Sheet button in
    the Create New Fax window.

    The cover sheet is required for a quick note, and optional for
    standard fax documents.  See "To Choose a Cover Sheet".

5.  Optionally preview, mark up or edit the fax document

    The "Create..." window includes a Preview/Markup button that you can
    use to preview and annotate your fax before sending it.  The Markup
    tools let you superimpose simple graphics and text lines on top of the
    fax image, in the same way that you might make notes on a printed copy
    of a fax by hand.

    If you are preparing a standard fax, both Preview and Markup buttons
    are available.  If you are preparing a Quick Note, only Preview buttons
    are available.

    To preview or annotate a fax, click on the Preview/Markup button.  To
    use the buttons in the window, for a standard fax see "To Preview or
    Mark Up a Fax" on page 66, for a Quick Note, see "To Preview a Quick
    Note".

6.  Send the fax immediately or schedule it for later transmission

    See "To Schedule the Fax for Transmission".

To Create a Quick Note

A Quick Note is a single-page fax.  It consists of a preformatted cover
sheet with a note on it.

Click on Create Quick Note in the Fax Center's main window to bring up the
Fax Center's internal editor and write your Quick Note.

Using the Built-in Editor

The Fax Center's main window to bring up the Fax Center's internal editor
and write your Quick Note.

Using the Built-in Editor

The Fax Center's internal editor provides a fixed area of three by four
inches in which you can enter text.  These dimensions match the area that
is available for your quick note on cover sheets.  The editor enters text
in 10 point, Arial font.

The editor supports standard keystrokes for performing edit tasks.

To                       Complete action

Copy text                Select (highlight) the text, then press CTRL-C

Delete text              Either use the DEL key to erase one character at
                         a time, or select a block of text, then press
                         CTRL-X

Paste text               Press CTRL-V to paste the text that you copied
                         with CTRL-C, or cut with CTRL-X

When you finish using the editor, click on:

    Save to accept the text.  The Fax Center saves the text you have
    entered and opens the Choose Recipients dialog box.

    Cancel to cancel the current fax.  The editor closes, and the Fax
    Center's main window reappears.

To Prepare a Fax Document

From the Aptiva Fax Center

In the Aptiva Fax Center's main window:

1.  Click on Create Fax.  The Fax Center opens the word processor that is
    currently assigned as the "custom editor" under Fax settings.

2.  In the word processor, you can either open an existing document, or
    create a new one.

    Important - If you create a new document, and want to keep a copy of
    it in your word processor's standard document format for later editing,
    save the document before continuing with the next step.  Similarly, if
    you make changes to an existing document, be sure to save them before
    you continue with the next step.

3.  When you are done, choose your word processor's Print command.  In the
    application's Print dialog box, make sure that the "printer" choice is
    the Aptiva fax printer driver.  Then accept the dialog box (usually by
    clicking an OK button).

    The Aptiva Fax Center prepares the fax file then opens the Choose
    Recipients dialog box.  See "To Choose Recipients".

    Note - When you prepare to send a fax, the Fax Center converts the
    file from its original document format into a graphical format called
    TIFF.  The fax is like a "snapshot" of your original text.  In other
    words, you are viewing an image of the original information, but it is
    no longer in an editable format.

Starting from any Windows application that supports printing

1.  In your application, either open an existing document or create a new
    one.

    Important - If you create a new document, and want to keep a copy of
    it in your application's standard document format for later editing,
    save the document before continuing with the next.  Also, if you make
    changes to an existing document, be sure to save them before you
    continue with the next step.

2.  When you are done, choose your word processor's Print command.  In the
    application's Print dialog box, make sure that the "printer" choice is
    the Aptiva fax printer driver.  Then accept the dialog box (usually by
    clicking an OK button).

    The Aptiva Fax Center converts the file into TIFF format, then opens
    the Create New Fax screen.

To Choose Recipients

Use the Choose Recipients dialog box to address your fax.  You can:

    Enter the name, address and fax number.

    Choose a Group, or members from a Group - a group is a set of
    individuals that you have placed under a common name, and provides a
    convenient way to address a fax to many people at once.  For example,
    if you want to distribute faxes to a marketing staff on a regular
    basis, you could place all individuals on the staff under the group
    name, "marketing"; then simply choose "marketing" to send the fax to
    the entire group.  Each time you send a fax you can also review the
    members of a particular group, and either exclude or add individuals
    for the particular fax.

    Choose recipients from the Address Book

    Choose recipients from the Speed Dial list

To enter information manually

In the Choose Recipients dialog box:

1.  Click on Individual.

2.  Enter values for First Name, Last Name, Company and Fax number.  (Fax
    number and either First Name or Last Name are required.  The other
    values are optional.  This information will appear on the cover sheet.)

3.  After you enter the required information, the Save button becomes
    active.  Click on:

    Store Address to place the entered information in the Address Book.

    Select to include the individual as a fax recipient.  The Create New
    Fax/Quick Note window reappears, with the individual's name and
    telephone number displayed at Choose Recipients.

    Cancel to cancel the entry and leave the Choose Recipients screen.

    After you save the entry, you are returned to the original window
    (either Create New Fax, or Create Quick Note).

4.  You can click on Choose Recipients, and repeat steps 1 through 3 as
    many times as you want to add more recipients for the fax.

To use groups

In the Choose Recipients dialog box, click on Group.  This display
appears:

The list box at the top of the dialog box (the one that contains the name
Everyone in the illustration) provides access to all previously defined
Groups.  The default group called "Everyone" contains all the current
entries with valid fax numbers in the Address Book.  The first time you
use the Group button, "Everyone" is the only group.

To find a group in the drop-down list

Use the up and down arrows to the right of the list box to move through
the list, and highlight the name of the group you want to view.  The
members of the group appear under Group Members, on the left side of the
dialog box.

To define a group

1.  Choose any existing group from the current group list.  The chosen
    group's members appear under Group Members.  (Use "Everyone", if you
    want to look through all the individuals with valid fax numbers
    currently entered in your Address Book.)

2.  Choose each member for your new group, click on a name under Group
    Member, then click on the Add button.  The name will appear under Fax
    Recipients.  Keep choosing members from the Group Member list, then
    clicking on Add.  You can also click on:

    Add All to add the entire current Group Member list to fax recipients.

    Any individual under Fax Recipients, then click on Remove to remove an
    entry from Fax Recipients.

    Remove All to clear the Fax Recipients list.

3.  If you want, you can repeat steps 1 and 2 to display members of other
    groups and add them under Fax Recipients.  When the Fax Recipients list
    contains all the members you want to include in your new group, you are
    ready to assign a name to it.

4.  To name your new group, click in the group list box at the top of the
    dialog box, and type in a new name.  Notice that as soon as you type a
    new name here, the Create Group button becomes active.

5.  To save the new group, click on Create Group.

To choose fax recipients from one or more groups

1.  Use steps 1 through 3 to enter or include all the recipients you want
    for your fax in the Fax Recipients list.

2.  To attach the chosen list of fax recipients to your current fax, click
    on Select.  The Fax Center returns to the Quick Note or Create New Fax
    window and displays your choices at Recipients.

To cancel the group selection

Click Cancel.  The Fax Center returns you to the Quick Note or Create New
Fax window.  No groups are saved or changed.

To choose recipients from the Address Book

1.  In the Choose Recipients dialog box, click on Address Book.

2.  The first and last names of all Address Book entries appear in the
    Group Members list.

3.  To choose each fax recipient, click on a name under Group Member, then
    click on the Add button.  The name will appear under Fax Recipients.
    Keep choosing members from the list, followed by clicking on Add.
    You can also:

    Click on Add All to add all individuals in your Address Book to the
    fax recipients list.

    Click on any individual under Fax Recipients, then click on Remove to
    remove an entry from Fax Recipients.

    Click on Remove All to clear the Fax Recipients list.

4.  When you are done selecting fax recipients, click on select to accept
    your choices and return to the "Create..." screen.

To choose recipients from the Speed Dial list

1.  In the Choose Recipients dialog box, click on Speed Dial.

2.  The first and last names of all individuals included in the Speed
    Dial list appear in the Group Members list.

3.  To choose each fax recipient, click on a name under Group Members, then
    click on the Add button.  The name will appear under Fax Recipients. 
    Keep choosing members from the list, followed by clicking on Add.  You
    can also:

    Click on Add All to add all individuals in your Address Book to
    the fax recipients list.

    Click on any individual under Fax Recipients, then click on Remove
    an entry from Fax Recipients.

    Click on Remove All to clear the Fax Recipients list.

4.  When you are done selecting fax recipients, click on Select to accept
    your choices and return to the "Create..." screen.


(br/all-05/31/96)

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