Using the ACT! menu in Microsoft Word
You can create, edit, and delete documents in Microsoft Word. For information about working with documents in Microsoft Word, refer to the Microsoft Word help. For information about selecting the word processor application to use in ACT!, see Specifying your word processor.
To attach the document to a contact record
In the Microsoft Word application, from the ACT! menu, click Attach to ACT!.
In the Select Contacts dialog box, select the contact whose record you want to attach the document to, click the right arrow button, and then click OK. For field definitions, press F1.
To send the document in an e-mail message
In the Microsoft Word application, from the ACT! menu, click Send Email.
In the Send E-mail dialog box, select an option. For field definitions, press F1.
In the Select Contacts dialog box, select the contact you want to send the e-mail message to, click the right arrow button, and then click OK. For field definitions, press F1.
The New Message window appears. Type the subject and make changes to it, if necessary, and then click Send.
To send the document in a fax
In the Microsoft Word application, from the ACT! menu, click Send Fax.
The options for sending a fax depend on the fax software installed on your computer. For more information about the fax features and options available to you, see your fax software documentation.