You would like to edit a Letter, Memo, or E-Mail Template using ACT!.
The following directions will assist you in editing a document template using either Microsoft Word or the ACT! Word Processor.
Using Graphics
The following directions will assist you in editing a document template using either Microsoft Word or the ACT! Word Processor.
Note: The ACT! Word Processor is provided with the software for drafting mail merges and correspondence, and may not have all of the desktop publishing functionality of other word processors.
- Click the Write menu, and then click Edit Template. An Open dialog appears.
- Select the template that you would like to edit, and then click Open. The Template opens in your word processor.
Note: An Add Mail Merge Fields dialog may also appear. Use this to insert fields such as Company and Contact into the template to personalize the e-mail for each recipient. Be sure that the Select Field Type field displays the appropriate Field Type. This window can be moved out of the way or closed and opened as needed. If you close the Add Mail Merge Fields dialog and want to re-open it:- If using Microsoft Word; click the ACT! menu, and then click Show Field List.
- If using the ACT! Word Processor; click the View menu, and then click Mail Merge Fields
Microsoft Word ACT! Word Processor
- Edit the template as necessary to customize the text of your letter.
- Using the Add Mail Merge Fields dialog, insert any additional fields from the database which need to be merged into the document.
- Click the File menu, and then click Save As… A Save As dialog appears.
- Type in a unique name for your mail merge template, and then click Save.
Using Graphics
Adding Graphics to Templates withMicrosoft Word:
Adding Graphics to Templates with theACT! Word Processor:
- Ensure that your image is in a BMP, JPG, or GIF file format.
Note: Please consult your Windows documentation for information on reformatting graphics files. - Place your cursor where you would like the graphic to appear.
- Click the Insert menu, point to Picture, and then click From File. An Insert Picture dialog appears.
Adding Graphics to Templates with theACT! Word Processor:
- Ensure that your image is in a BMP, JPG, or GIF file format.
Note: Please consult your Windows documentation for information on identifying or reformatting graphics files. - Place your cursor where you would like the graphic to appear.
- Click the Insert menu, point to Image, and then click Fixed Image or Character Image. An Open dialog appears.
- Browse to (if necessary), and then double-click the file that you wish to insert.
Important Note: Use Fixed Position images for e-mail templates, as Character Position will not merge the graphic into the e-mail.