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Saving Docs

New Member
Posts: 1
Country: United_Kingdom

Saving Docs

Is there any way of setting ACT to save documents (from the templates folder) directly to a link field path? (the link paths are used to access each job folder directly instead of searching the job folders from the main drive) I.E. "X:\Projects\55\quote" or is it only possible to save it to the root I.E "X:\Projects"

Bronze Contributor
Posts: 955
Country: Australia

Re: Saving Docs

When you do a save as after creating a document from a template you can save to any folder you choose you simply need to navigate to the folder you want to save the document into.

 

Either that or I have misunderstood your question

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.