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Inserting Outside Word Documents into Templates

New Member
Posts: 4
Country: USA

Inserting Outside Word Documents into Templates

Hello,

 

I have Act 2008 and running Word 2007

 

How do I place a word document created outside of Act into my template folder/mail merge

to be able to edit and add fields so that I do not have to re-create the form inside of Act?

 

I have been trying to figure this out for a long time your help is appreciated.

Phil Whitney 

Copper Super Contributor
Posts: 206
Country: USA

Re: Inserting Outside Word Documents into Templates

Cut and paste your Word.doc into an Act word template *.adt
Brad Marquardt
realtimeACT, Inc
Colorado, USA
New Member
Posts: 4
Country: USA

Re: Inserting Outside Word Documents into Templates

Brad,

 

Thank You, so simple.

Phil Whitney 

New Member
Posts: 2
Country: United States

Re: Inserting Outside Word Documents into Templates

[ Edited ]
The problem I have with the cut &paste approach is that I have designed my letterhead and all on my Word docs. The ACT program does not seem too graphic friendly.
Message Edited by Alexandertx on 12-04-2008 12:58 PM
Copper Super Contributor
Posts: 206
Country: USA

Re: Inserting Outside Word Documents into Templates

OK Try this

Make sure Word is selected in ACT as your word processor. Make a copy of one of your .DOC (.DOT) templates and rename the copy with the .ADT extension.

Brad Marquardt
realtimeACT, Inc
Colorado, USA
New Member
Posts: 1
Country: Ireland

Re: Inserting Outside Word Documents into Templates

Brad

What's the best way to rename the .DOC template. When I try and do this it doesn't change the file type so I still can't open it.

Sorry, if it's an ignorant question, I'm just a new user! (1 week)

Thanks