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Cannot find Old Templates

New Member
Posts: 1
Country: USA

Cannot find Old Templates

Using ACT Pro  ... I have several templates saved as Microsoft Word Processor documents.  I think I have to change those to Microsoft Word documents for them to show up in the program.  How do I do this?

 

I can only find those template by searching my computer, not through ACT.  Any help would be appreciated!

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Cannot find Old Templates

Hello Real Estate Bob,

Welcome to the ACT! Community!

 

The template documents won't convert directly into useable template for use with Sage ACT!.  You will need to create new templates through the Sage ACT! program and then copy/paste the text from the original into the new.  Here is an article with instructions for creating a template: KB Article 13834

Greg Martin
Sage