Home > Document Templates > Word Templates

Word Templates

The Durkin Toolkit for ACT! uses Word 2003 or 2007 to create, edit and generate documents from templates with "*.doc" extensions.

1. In ACT ! go to the custom table list.
2. On the toolbar you will see the   button.
3. Click on the down arrow on the right side and select ADD TEMPLATE.
4. Enter a FILE NAME for this template.
   Please keep the template located in this default folder for it to be displayed in the "Select Template" dropdown liist
5. Click on the SAVE button

To Open an existing template follow these steps

1. In ACT ! go to the custom table list.
2. On the toolbar click on the down arrow to the right of the DOCUMENT icon
3. Select EDIT TEMPLATE from the dropdown.
4. Select your previously created template.
   Please keep the template located in this default folder for it to be displayed in the "Select Template" dropdown liist
5. Click on the OPEN button

1. Open an existing template
2. Click on the "DURKIN ACT!" menu in Microsoft Word. ( Or Ribbon for Word 2007 )
3. Click on the "SELECT ACT! FIELDS" icon. You may have to login to the database.
   
   
4. From the tables dropdown select your desired table. The default table is Activities.
5. From the field list below select your desired field.
6. Click on the ADD FIELD button, Click CLOSE when finished.

See also