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How Do I Change the default location where letters are stored?

New Member
Posts: 4
Country: USA

How Do I Change the default location where letters are stored?

I want to change the default location where letters are stored.  I want to choose the folder where the letters are stored.

 

I also want to change the default naming convention for letters.  When I save a letter and check the box to attach it to history, it names the letters like this: Letter-62420081655-contactname.doc.  I want to choose how I name the letters.

 

Am I able to make these changes?  Thanks for any help.

Steve

Copper Contributor
Posts: 7
Country: UK

Re: How Do I Change the default location where letters are stored?

Tools | Preferences | Personal File Location | Select 'Documents' from File Type Menu | then hit 'browse' and navagate to folder you'd like letter e.t.c to be stored.

 

I'm not sure about the naming convention. I'm using Act 10 and it just saves them as Document1, Document2 e.t.c by default.

Copper Contributor
Posts: 10
Country: United States

Re: How Do I Change the default location where letters are stored?

Any idea how to make this a global change for templates? I use templates for proposals and contracts.  The default location is nested inside the ACT! folder - I would prefer to move it over to the documents folder under my user.............
Andrew Boardman
San Antonio Texas