02-25-2008 07:25 AM
03-09-2008 08:34 AM
02-27-2009 04:54 PM
Do make sure that you reinstall ACT! 2008 first. Once that is done, go into ACT! and do a Write > Edit Template. Pick a template you would like to edit, then in Word 2007 click to do a save-as and pick Word Template as the type. In the filename text box type the default filename should appear highlighted. Type a double quote, then the template name you would like then enter the dot-ADT extension, then a double quote. For example it should look literally like "MyTempate.ADT". Including the double quotes around the filename, the dot then the ADT extension. This forces the filename to be exactly what you want. ADT does not appear as a drop-down filetype in Word 2007.
04-06-2009 08:24 PM
1. Make sure you are saving the template in the templates folder for your database
2. If you don't want to use double quotes around the filename when saving the template
(this forces word to use your exact filename instead of appending the default word
document template extension .dotx)
a. Save the template specifying Word Template as the file type e.g. template-name
Also, specify the destination location to be the templates folder for your database.
Word will save the file as template-name.dotx
b. Navigate to the templates folder and rename the template you just saved with a .dotx
extension to an .adt extension e.g. template-name.adt
Using the double quotes saves the second step but use whichever is easier.
You will not find an .ADT Document Save file type in Word 2007. It may be nicer if it was there
as an option but it's not needed. Submit a feature request if you feel strongly enough about it.
sjp - if you installed a newer version of office after ACT! was installed then it is suggested that
you reinstall ACT! 2008 so that the linkages get set correctly with Office 2007 as they were with
the older office versions you had installed.
06-15-2010 04:29 PM
Oh this is depressing. We have
Does anybody know what happened such that Sage lost the ability to reliably make templates using Word? I imagine it has something to do with the xml formats Microsoft introduced in 2007... but there is no board posting or KB article that I have seen that explains this. What makes this such a dismal failure of integration?
Also does anybody know if the ACT word processor in ACT 2010 is reliable for doing Outlook mail merges with Outlook 2007 (and now Outlook 2010)? We may be upgrading our ACT soon and I would rather not have to go through all the experimentation again.