Xact Smart Forms for Act! Install & Setup Guide
Installation
How to Install
To install the add-on follow these steps:
- Close ACT! if its already running
- Ensure you are logged on to windows as a user with administrative rights
- Double click on the Setup.exe file and follow the installation instructions
- By default the add-on is installed in your [Program Files]/ACT/ACT for Windows/Plugins folder, make sure that this is your ACT! installation directory if not then change the installation directory to where ACT! is installed on your machine.
- Once the installation is completed Start ACT!
Initial Configuration
After a successful install of the add-on you will need to long to your ACT! database.
Upon running ACT! for the first time after installing the add-on you will be presented with the Smart Forms window where you can setup your preferences.