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New Member
Posts: 4
Country: United States
Accepted Solution

templates

I have Act 2008 Version 10 along with Vista and Windows2007.

Each time I edit an existing template under the mail merge section, and create a new document, it does not appear on the drop with the list of available templates.   However, if when I start typing the name of document it autofills and it's there.

 

When I look at the path where it is stored, it is same as the original document but it doesn't show up on the list to choose from.

Any insight?


Accepted Solutions
Solution
Accepted by topic author kobela
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 108
Country: United States

Re: templates

Kobela,

 

By "Visa and Windows 2007" in your inital post i'll assume you meant "Vista and Office 2007".

With that i'll also assume that you have Word 2007 set as your Word Processor.  Make sure that when you save your template

that you specify the file extension as ADT and enclose the entire filename in double quotes like "MyTemplate.ADT"

This will prevent Word from appending .dotx to the filename, thus making it not "show up" when ACT! shows you

the ACT!/Word template .ADT files (not .ADT.dotx files).  If you are using the ACT! Word Processor you can

disregard this post as it only applies to Word.  I hope this helps.

 

 

View solution in original post


All Replies
Nickel Elite Contributor
Posts: 934
Country: USA

Re: templates

From your toolbar select; 

Write

Other Document (from template)

 

Then you should see your template.

 

Cheers - FillStaffBill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 4
Country: United States

Re: templates

Sorry, didn't mean to hit that.

No, they are not there either.

 

 

Nickel Elite Contributor
Posts: 934
Country: USA

Re: templates

 

If you recall the file name or part of it you could search for the file on your pc.

For xp

 

Start

Search

All files and folders

 

Then hopfully you will locate it  so you can move it to the folder with the other templates.

Cheers - FillStaffBill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Nickel Elite Contributor
Posts: 934
Country: USA

Re: templates

oops me too.

I see you have Vista pc

So goto your c drive and use the search window to search for your lost file.

Cheers

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
New Member
Posts: 4
Country: United States

Re: templates

 

I tried that and it shows exactly where I knew the file is.

Here is an example of one of the paths for one of the templates:

C:\Users\Pat\Documents\ACT\ACT for Windows 10\Databases\PKobela-database files\Templates\Great Vacation Getaways"

 

Which is the same place that the standard templates (that come with ACT) are housed (with the exception of the last folder). 

 

However, when I go to mail merge and look for the template, they are not listed.

But, if I begin to type in to look for the template, it auto-fills and has it listed.  the problem is that I have to remember the name of each document that I create. 

 

It just doesn't make any sense.

 

Solution
Accepted by topic author kobela
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 108
Country: United States

Re: templates

Kobela,

 

By "Visa and Windows 2007" in your inital post i'll assume you meant "Vista and Office 2007".

With that i'll also assume that you have Word 2007 set as your Word Processor.  Make sure that when you save your template

that you specify the file extension as ADT and enclose the entire filename in double quotes like "MyTemplate.ADT"

This will prevent Word from appending .dotx to the filename, thus making it not "show up" when ACT! shows you

the ACT!/Word template .ADT files (not .ADT.dotx files).  If you are using the ACT! Word Processor you can

disregard this post as it only applies to Word.  I hope this helps.

 

 

New Member
Posts: 4
Country: United States

Re: templates

Thanks so much. It worked.

I was using the .adt but without the quotes. The quotes did it.