Attaching a document to a contact, group or company in your ACT! is an easy way to keep track of important documents.
Here's how you can do it:
1. Save the document / file you wish to attach on your computer.
2. Open the ACT! Group Detail view.
3. Click on the Documents tab.
4. Right-click in the white area and the shortcut menu will appear.
5. Click on Add Document. The Attach File dialog box appears.
6. Browse and Open the desired file. The file will now appear in your Documents tab.
A copy of the file is saved in the database supplemental files folder so that the attached file will be backed up in your ACT! database.
