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DemetriaBeth
Posts: 30
Country: USA
Message 1 of 3 (334 Views)

How to save a document as a template (*.adt)

I know we have gone about this backwards, but I created a document in Excel and i want to save it as a template in act.  Is there anyway to do this or do i have to convert the excel document to word?  Also, if it does need to be in word, how do i save a word document as a template?  Thank you.

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jnpurdy
Posts: 1,164
Country: USA
Message 2 of 3 (306 Views)

Re: How to save a document as a template (*.adt)

Hi DemetriaB.

 

The first question to ask is what is the desired end product.  To create a template, go to:

 

Write | New Letter/E-Mail Template |

 

That should take you to a Word document.  To place fields, there should be an ACT! add-in and you click on show fields. 

 

Enter your text and fields and then "Save As" to make sure it is in either the default folder location or another as desired.

 

If you are trying to pull information from several records and build a spreadsheet, that is well above my ability, but one of the board gurus should be able to help.

 

Hope that helps.

John Purdy
Sage ACT! Premium 2015 (V. 17)
Dell XPS Ultrabook with 4GB
Windows 8 Professional, Office 365 with Exchange 2013
New Member
DemetriaBeth
Posts: 30
Country: USA
Message 3 of 3 (287 Views)

Re: How to save a document as a template (*.adt)

Okay, thanks John, i'll try it and see if it works.  I got my document into word, so I know the rest is relatively easy, if i could just remember how to do it...lol...

 

Beth