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How to Place An Outlook Attachment Directly To The Ddocument Tab

Bronze Contributor
Posts: 1,394
Country: USA

How to Place An Outlook Attachment Directly To The Ddocument Tab

Is there a quick way to move an attachment directly from an Outlook eMail to a contact's or company's document tab?

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
New Member
Posts: 7
Country: Canada

Re: How to Place An Outlook Attachment Directly To The Ddocument Tab

[ Edited ]

The only way I see would be:

1. click the add-in tab in outlook while viewing the message.

2. click "attach to ACT! Contact"

3. type the name/contact from the list and attach.

 

This creates a history item including the email and attachment.

 

The only other way would be to drag the attachment out of outlook to the desktop and then, with the act document tab open for the contact, drag the file into act. It will not drag directly from outlook. This would work well with both programs open and the 2 windows not overlapping with the desktop showing.