When I create a document in Act I have to give it a title. It is then saved to a client folder but I have to type the title again as the file name.
Cut and paste won't work, so does anyone know of way in which the title for Act's purposes can automatically appear as the Word filename at the point of saving the document?
Chris Martin
Replies (4)
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Try copy and paste!
When you enter details in "Create History", you can copy the text you have entered by using CTRL and C. Then when you are saving the file, you can paste the same text by using CRTL and V. This works in many cases even where right click does not bring up anything.
There have been several articles and answers on AccountingWeb with lists of useful tips such as these.
Is it "Create History"?
I suspect that you may be doing two different things.
If I generate a letter in ACT! and then go to print it, it pops up a prompt to Create History. It has space following the prompt "Regarding:". This is not the file name but is the part that will appear on the contact record showing what the document relates to. So, you could say here something like: Grovelling apology for faulty goods and late delivery.
You are then prompted to save the file (e.g. Word doc) in the default folder. This is where you enter the file name, e.g. "Bloggs apology Aug05.doc".
It is different from the history details but obviously will often be exactly the same text.
Sorry if I completely misunderstand you on this.