Symptom: When I try to save my Act! letter or email template, it saves as a Microsoft Word Document (.doc) instead of an Act! Document Template (.adt).
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2008 and later
Third Party: Microsoft Word
Option 1: Use the Save Icon or Ctrl + S (Word 2013 and Word 2016 only)
In some cases, this will occur if you are using File > Save or File > Save As. To work around it, try either clicking the Save icon or pressing Ctrl + S on your keyboard. If unsuccessful, proceed to the next option.
Option 2: Put quotations around the file name
- While editing your letter template in Word, click File > Save as
- In the Save As dialog, navigate (if necessary) to the location you wish to save the file
Note: If presented with an option to select the file location from a list of favorites, do not select it from this list as it will prevent you from putting quotations around the file name. Manually browse to the location instead. For the default location for letter and email templates, refer to the following knowledgebase article:
What are the default locations for key files in Act!?
Answer ID What are the default locations for key files in Act!?
- In the File name field, change the .doc extension to .adt, and surround the entire contents of the File name field with quotation marks. For example: “[filename].adt”
- Click the Save button and close Microsoft Word
- Attempt to write a letter using the template to test
Option 3: Save the file as a .doc, then rename the file to .adt
Note: Before proceeding with these steps, ensure that your operating system is configured to show file extensions. For information on doing this, refer to the following knowledgebase article:
How to configure Windows to show hidden files and folders and/or show file extensions for known file types
Answer ID How to configure Windows to show hidden files and folders and/or show file extensions for known file types
- Proceed with saving the file as a .doc file
- Once saved, close Word, then use Windows Explorer to navigate to the location where the file is saved
- Locate and right-click the file and choose rename
- Change the .doc to .adt, then press enter
- Attempt to write a letter using the file to test
Option 4: Repair Microsoft Office
Note: This information is provided as a convenience. Swiftpage does not provide support for Microsoft products. If you require assistance with this, contact Microsoft or an IT Professional.
If the above steps are not helpful, you may be able to resolve this by running Microsoft Office Repairs. For information on running Microsoft Office Repairs, refer to the following Microsoft documentation:
Repair an Office application