Source: eGrabber Newsletters
Did you know that you can insert ACT! fields where necessary and create custom Word templates in ACT!? The Edit Template function in ACT! allows you to do this.
Here's how you can create a template using an existing Word document:
1. Open the document in Word.
2. Copy the text that needs to be incorporated into the ACT! template. Select Write >> Edit >> New Letter/E-mail Template from the ACT! menu.
ACT! opens a new template and the Mail Merge fields dialog box.
3. Paste the copied text into the body area of the template.
4. Add ACT! fields in the template where appropriate using the the E-Mail Fields dialog box.
5. Save the new template. You can view it by selecting Write >> Other Document from the menu.
