About the Documents tab

You can use the Documents tab in ACT! Premium for Web Server to keep important documents close at hand. All users that have access to see a contact, group, or company can see the documents stored on the Documents tab. When you add a document to the Documents tab, you attach it to a specific contact, group, or company. You can attach any type of document to the Documents tab. You can open the document from within ACT! Premium for Web Server and view and edit it in the application it was created. To view or edit a document, the program in which the document was created must be installed on your computer.

For example, if you use an Excel spreadsheet to track a contact’s sales data, and Excel is installed on your computer, you can browse for the spreadsheet from the Documents tab and attach it to the contact record. You can open it, make changes, or add data from within ACT! Premium for Web Server. When you save the spreadsheet, it is saved in Excel.

You can add any type of file to the Documents tab, but you can only edit and print  documents that were created using an application that is currently installed on your system.

How do I...?

Add files to the Documents tab

Edit documents in the Documents tab

Remove documents from the Documents tab

Print documents from the Documents tab

Attaching documents to email

Related Topics

Mapping ACT! Premium for Web Server records to Excel spreadsheets