Community
Showing results for 
Search instead for 
Do you mean 
Reply

Edit Template

New Member
Posts: 5
Country: USA

Edit Template

When I go to WRITE and EDIT TEMPLATE and open the .adt file I want to edit, I'm not seeing that box that comes up that allows me to insert fields.

 

Anyone know why?

 

Thanks!!

Copper Elite Contributor
Posts: 139
Country: USA

Re: Edit Template

Depending on the version of Office/Word, you will see some ACT!-related icons in the Add-ins tab of Outlook (at the top of the Word screen).  There should be an icon for the Show Field List option.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
New Member
Posts: 5
Country: USA

Re: Edit Template

Got it!  That worked.  Thanks.

 

Also, is there a way to save an existing .doc file as a template?  Instead of creating a new one.....

Copper Elite Contributor
Posts: 139
Country: USA

Re: Edit Template

You can manually change the extension from a .DOCX to .ADT.  Or, in Word, Save As and put the whole document name in Quotes ("docname.adt") and Word will save it with the .ADT and without the .DOCX.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
New Member
Posts: 5
Country: USA

Re: Edit Template

Thank you, that did work.

 

Although, I just tried it on a .doc today and when I enter the fields and then open the .adt file, just the fields show up.  The fields are not being populated with the contact info, etc.

 

Any idea?

 

Jason

Moderator
Posts: 131
Country: United_Kingdom

Re: Edit Template

Hi there, just to make sure I'm getting this right, I'm just going to summarise what has happened so far. So you've edited a .doc file, you've used the field list menu to add in some mail merge fields, you've then saved the file as a .adt file, but now those fields are not populating. Is that correct?

 

How are you now trying to use the .adt file? Are you in a contact record and then you're going to Write > Other document (from template)? Have you tried using several contact records when doing this as well?

Copper Elite Contributor
Posts: 139
Country: USA

Re: Edit Template

If you insert the Merge Fields into the .DOC, they probably will not work.  You must first change the file to an .ADT using the steps recommended above, then open the .ADT in ACT! using Write=>Edit Template, then insert the desired Mail Merge Fields, then save.  You can then use the .ADT by going to Write=>Mail Merge.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399