Act 2009 Letter Does Not Automatically Appear on Document or History Tab

[docEdoc]

In Act 2009, I create a document by selecting Letter from the Write menu and then I save it. However, the document does not automatically appear in the Documents tab's list for that contact nor is a record of it in History. I can use the add the document button to add it to the Document list.

Am I missing a preference setting that would automatically add the document to either Document, Notes, or both? Or is this the way Act was designed?

[dlunceford · Accepted solution]

It will not record history or attach to the documents tab when saving.  It will only prompt to record history when printing the letter.

[dlunceford · Accepted solution]

It will not record history or attach to the documents tab when saving.  It will only prompt to record history when printing the letter.

[docEdoc]

David,

Thanks for the tip. I guess it makes sense to wait until transmitting the document to associate it.

Though it does make me wonder how people handle draft docs to a contact. You mean I gotta remember where I save a file just like in Windows? Ah, that's cold. 

[vintageblair]

Hi there - I just printed out my letter and it did not update the "latest activities" field for some reason.  Is there something I need to check off in preferences?