Product Family: Act!
Product: Act! Pro, Act! Premium
Version: v17 and later
The Documents tab allows you to attach documents and files, such as contracts, presentations, invoices, graphics and more to an Act! Contact, Group, Company, or Opportunity record. For information on how to use the Documents tab, refer to the following knowledgebase article:
How to attach a document to a Contact, Group, Company, or Opportunity in Act!
Additionally, If you use a Microsoft Excel spreadsheet to track a contact’s sales data or create invoices, you can attach the spreadsheet to the Documents tab. If Excel is installed on your computer, you can open the document from the Documents tab, change it, or add data to it from within Act!. When you save the spread sheet, it is saved as an Excel document. You can also map Act! fields to cells in an Excel spreadsheet so that when you change the information in Act!, the information is also updated in the Excel spreadsheet.
For more information on mapping Act! fields to Excel, refer to the following knowledgebase article:
How to map Act! Contact, Company, Group, or Opportunity data to attached Microsoft Excel files