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#ACT BY SAGE 2007 SYSTEM REQUIREMENTS PDF#
#ACT BY SAGE 2007 SYSTEM REQUIREMENTS WINDOWS#

For single users, simply choose your defaulted Documents folder for ACT!. All users on the network should have access to this same drive letter. It should have a common mapped drive letter, i.e. On a network, this folder should be the shared Documents folder as noted in you ACT! |Edit | Preferences | General tab. You should begin by creating or assigning a folder on your computer or network as the main client "root" folder. This will allow to select all available twain compatible scanners detected on your computer.You may enable Scan&Organize function for Contacts, Groups, or Companies.Turn this function on to automatically create subfolders.Scan and Organize will use the designated fields for naming a folder but you can change it manually.This will allow you to move the Organizer tab to the desired position.This designates the ROOT folder where all client folders will be created as default.Choose the default view for folder items.You may display or hide toobar in the Organizer.Scanned documents are copied to the client folder and attached to either Notes, History, or the Documents tab.Choose this option to create a lookup by double clicking on the folder list pane.The folder will open automatically in ACT upon Lookup. If the contact record is linked to a folder.Folder will be named using #9 in the example below. Choose this option to automatically create a folder for acitive contact if a folder does not already exist.These preferences are stored with the database and will allow all networks users to share these settings.

#ACT BY SAGE 2007 SYSTEM REQUIREMENTS PDF#

The scanned document can be saved as either a BMP, JPG, PNG, TIF or PDF file and can be shared easily with the client, associates of others.īefore you begin using the Organizer, you should establish your Configuration Preferences. We have also included an optional feature that allows you to scan documents directly into this folder.

#ACT BY SAGE 2007 SYSTEM REQUIREMENTS WINDOWS#

The client's folder will then be displayed.įrom this folder window you can utilize most of the functionality that is normally available in the Windows Explorer. Simply lookup the contact and click on the Organizer tab. The Organizer tab will allow you to automatically navigate to their contact's folder and manage the files within the ACT! Interface. Since these attachments are simply shortcuts to the file on your computer, you may lose their link to the file if the file of folder is moved or renamed. This feature is helpful in many cases but the Notes tab can get overly populated with attachments. Or any document intensive business or individual that uses ACT!ĪCT! has the functionality to "attach" a document as a shortcut to the Notes tab. Vertical Markets that can benefit from Scan&Organize: Financial Planners and Investment Advisors

Launch Associated “viewer” for file type scanned.

Enhanced double click on Contact folder to lookup Contact.

Attach scanned files to the Notes OR History OR Documents tab.

Button to Open the Current Contact’s Folder in a separate, native Windows Explorer window.

Button to Hide or Show Left Folder Tree.

Drag and Drop support from Windows Explorer, Paperport, etc.

Optional OCR function allows automatic keyword population.

ACT! users that synchronize can now have access to documents on their VPN or any logic drive letter path.

Save document keywords to a specific field in ACT! for easy searching.

Burn folders to CDR/RW (Windows XP only).

Automatically assign keywords to documents during scan.

Scan and attach documents as PDF, TIFF, JPG, BMP, PNG and even optional OCR Text.

Perform file management functions from within ACT! such as copy, paste, rename, delete, etc.

Create and Name Folders Automatically using data that exists in up to 3 ACT! fields OR assign the contact to a specific folder that is already on your computer or network!.

Automatically Open the associated contact’s folder inside of ACT! simply by looking up the contact!.

Scan and attach the document directly to the contact’s folder on your computer or network.

With Scan and Organize for ACT!, you can Scan, Attach, and Manage Documents from within the ACT! interface!