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how to up load a custom word doc

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patty0912
Posts: 1
Country: USA

how to up load a custom word doc

‎11-19-2012 10:07 AM

I need help! can someone tell me how to up load our custom company letter head to our ACT, that way when ever we send a letter to someone via ACT it always pulls up a blank word doc with our letter head?

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ghollister
Posts: 6,537
Country: USA

Re: how to up load a custom word doc

‎11-20-2012 07:14 AM

Hello patty0912,
Welcome to the Sage ACT! Community. You can create a Word merge template with your letterhead. Instructions for creating a Word template for ACT! are in this Knowledgebase article:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1383...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

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