Question: How can I convert a template created in Word to the .adt format so that it can be used in Act!?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2005 and later
Answer:
By putting quotation marks around the template name when saving the document it will save as an .adt document. For detailed, instructions please see the following knowledgebase article and follow Option 2: Put Quotations around the file name:
Templates are saved as Microsoft Word Documents (.doc) instead of Act! Document Templates (.adt)
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2005 and later
Answer:
By putting quotation marks around the template name when saving the document it will save as an .adt document. For detailed, instructions please see the following knowledgebase article and follow Option 2: Put Quotations around the file name:
Templates are saved as Microsoft Word Documents (.doc) instead of Act! Document Templates (.adt)