Using Microsoft Word in ACT! 2008

Using Microsoft Word in ACT! 2008

Represent! 2008 can use Microsoft Word 2007 as the default word processor, and you can attach Word documents to the Documents tab. What you may not notice, however, is that after installing ACT! , be ACT! The menu has been added to the Add-ons section of the ribbon.
You can use Word’s ACT! Menu to help you with many tasks.
Attach a document to a contact record
Follow these steps to attach a Word document to the contact’s Document tab:
1. Open or create a document in Word.
2. From Word, click on the Add-ons section on the ribbon and choose ACT! -> Attach ACT!.
The Select Contacts window opens.
3. Select the contact(s) you want to attach the document to and click OK.
Basically, you create a link to your document. If you look carefully, you will notice something new on the “Documents” tab – an icon that matches the type of document you just added. So, if you add a Word document, you will see the familiar-looking Word icon smack dab in the middle of the Documents tab along with the name and path of the attached file. If you double-click on the icon, the attached document will miraculously open in all its glory.
Send a document as an email

In this age of viruses, you might be hesitant to send a lot of attachments knowing that the recipient might not open them. If you use Word to create your documents, here’s a simple way to convert the document to the body of an email message or send it as an attachment:
1. Open or create a document in Word.
2. From Word, click on the Add-ons section on the ribbon and choose ACT! -> Send a letter.
Represent! It asks if you want to send the Word document as a file attachment or use it as text for your email.
3. Choose your poison and click OK.
The Select Contacts window opens.
4. Select the contact(s) you want to send the email to, click the right arrow button, and then click OK.
A new message window appears. A miracle of wonders, everything is ready to go with a Word document attachment or with email text that shows an amazing resemblance to the contents of your Word document.
5. Type the subject and click Submit.
Through the wonders of modern science – or at least the wonders of ACT! – The history of the email sent appears in the Contact History tab.
Send a document by fax
If you want to fax a Word document, follow these steps:
1. Open or create a document in Word.
2. From Word, click on the Add-ons section on the ribbon and choose ACT! -> Send a fax.
The Select Contacts window opens.
3. Select the contact you want to send the fax to, click the right arrow button, and then click OK.
Your fax program opens. At this point, you need to follow the instructions of your fax software with one big difference – ACT! Creates your fax history.
Ability to fax using ACT! Depends on access to fax software and telephone line. The different options for sending a fax depend on the fax software installed on your computer. If the fax option is not active, you cannot send the fax because your computer lacks the appropriate software.