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How To Setup Fax for Estimates, Invoices, Revisions, etc

Whatever fax software you install (WinFax, etc) creates an entry in the list of available Windows printers.

Go to Setup, Reports/Printers and change the selector bullet to Fax Printer to make your selection:

Printer Setup

Click OK to save your choice and you’re ready to use it. This will set every Fax button (Order, Revision, PO, etc) to use your choice.

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