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Adding Document to Companies

New Member
Posts: 11
Country: USA

Adding Document to Companies

Hello all,

 

I have a question about addiing documents to my companies. When I open the document and hit the Act! button and hit attach to Act! it will only attach it to all my contacts. I see that I can add that document to all my companies one at a time, but my question is this: Is there a way to add a document to all companies at once?

Silver Contributor
Posts: 1,813
Country: USA

Re: Adding Document to Companies

two options:  At the contact level, If you create a history, you can attach a document and then and then you can use the share with option within the History dialog box. 

 

At the company level, you can attach a document directly via the documents tab

 

Let me know if you have futher questions

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 11
Country: USA

Re: Adding Document to Companies

I see where you can add a document under the company tab. It appears you have to do it one company at a time. Is that the case?
Silver Contributor
Posts: 1,813
Country: USA

Re: Adding Document to Companies

That is correct.  If you create a history, you can share that history accross multiple companies and attach the document to the history.  However, you you want to use the history tab, you would be limited to one at a time.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider