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Documents

The document icon on the top toolbar brings forward a window to select your template to merge into a document. 

To create a document select the template on the left side then click  the CREATE button at the bottom of the form.




The drop down will let you select what ACT entity to create for.
Make a unique document for each [table name] when checked will make a create a document for each contact, company, group or opportunity.  This is only enabled when two or more ACT entities are attached.
Attach to will attach the document to all the attached contacts, groups, companies and/or opportunities.
Create a history... when checked will create a history that the document was created.
Auto-Expand the table... when checked will expand a word grid to fit all line items.
Append the date to the end of the document when checked will add todays date to the document name.
Use field for the document name when checked takes the selected field and uses it to create the document name.
Use these settings for all rows when checked will take the current settings and apply them to other documents being created.

For more information please see the Printing section


See also



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Article ID:
documents
Views: 213
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:30 PM
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