Xact Smart Forms for Act! Install & Setup Guide

Installation

How to Install

To install the add-on follow these steps:

  1. Close ACT! if its already running
  2. Ensure you are logged on to windows as a user with administrative rights
  3. Double click on the Setup.exe file and follow the installation instructions
  4. 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.
  5. 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.

 

SF_Setup1.PNG