Using Microsoft Word in ACT! 2008

ACT! 2008 can use Microsoft Word 2007 as the default word processor, and you can attach Word documents to the Documents tab. What you might not have noticed, however, is that after you install ACT!, an ACT! menu is added to the Add-Ins section of the Ribbon.

You can use Word's ACT! menu to help you with several tasks.

Attaching a document to a contact record

Follow these steps to attach a Word document to a contact's Document tab:

1. Open or create a document in Word.

2. From Word, click the Add-Ins section of the Ribbon and choose ACT! --> Attach to ACT!.

The Select Contacts window opens.

3. Select the contact(s) you want to attach the document to and then click OK.

In essence, you create a link to your document. If you look carefully, you'll notice something new on the Documents tab — an icon that matches the type of document you just added. So, if you add a Word document, you see the familiar-looking Word icon smack dab in the middle of your Documents tab as well as the name and path of the attached file. If you double-click the icon, the attached document miraculously opens in all its glory.

Sending a document as an e-mail

In this age of viruses, you're probably hesitant to send too many attachments knowing that the recipient might not even open it. If you're using Word to create your documents, here's a simple way to convert the document into the body of an e-mail or send it as an attachment:

1. Open or create a document in Word.

2. From Word, click the Add-Ins section of the Ribbon and choose ACT! --> Send Email.

ACT! asks whether you want to send the Word document as a file attachment or use it as the body of your e-mail.

3. Choose your poison and then click OK.

The Select Contacts window opens.

4. Select the contact(s) you want to send the e-mail message to, click the right-arrow button, and then click OK.

The New Message window appears. Wonder of wonders, it's all set to go with either a Word document attachment or with the body of the e-mail showing an amazing resemblance to the contents of your Word document.

5. Type the subject and then click Send.

Through the wonders of modern science — or at least the wonders of ACT! — a history of your sent e-mail appears on the contact's History tab.

Sending a document in a fax

If you want to fax a Word document, follow these steps:

1. Open or create a document in Word.

2. From Word, click the Add-Ins section of the Ribbon and choose ACT! --> Send Fax.

The Select Contacts window opens.

3. Select the contact you want to send the fax message to, click the right-arrow button, and then click OK.

Your fax software opens. At this point, you need to follow the instructions of your fax software with one big difference — ACT! creates a history of your fax.

The ability to fax using ACT! is dependent on having access to fax software and a phone line. The various options for sending a fax depend on the fax software installed on your computer. If the fax option is grayed out, you can't fax because your computer lacks the proper software.

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