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How to integrate Zetadocs with ACT!
About ACT! Integration
Act integration allows you to configure Zetadocs PDF to add a history item to an ACT! database every time you send an email via Zetadocs PDF to an ACT! contact. The history item can contain the email subject, message body, and sent document in PDF format.
This section describes the steps involved to configure Zetadocs to integrate with ACT! 2005 and 2006.
Integrating Zetadocs PDF with ACT!
To integrate Zetadocs PDF with ACT! 2005 and 2006, it is necessary to follow these steps:
Step 1: Configure the ACT! database within Zetadocs
Step 2: Modify any ACT! templates you wish to use with Zetadocs
Step 3: Use ACT! to merge your documents and send them directly using Zetadocs
These steps are described in detail in the sections listed in the related topics.