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Need help with Outlook Email template and act look up

New Member
Posts: 5
Country: USA

Need help with Outlook Email template and act look up

I have an Outlook email template with pdf file attached. Is there a way to convert the email template to act write email from template so I can mail merge a look up???

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Need help with Outlook Email template and act look up

Hello Glewis,

Welcome to the Sage ACT! Online Community!

 

Unfortunately, there isn't a direct conversion method for Outlook template to ACT! email template, it will need to be recreated through the ACT! program (see article below).  ACT! templates cannot have files attached directly to them, but rather, the attachment is added at the time the email is sent.  Using the 'Mail Merge' process you can use the template, attach the file, and send to the results of a Look Up.  See article below for more information.

 

How to create a document template

 

How to perform a Mail Merge

Greg Martin
Sage