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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.


Related Topics

Act Database Settings

Modifying ACT! templates

Sending Quotations from ACT!

Sending personalized marketing mailshots from ACT!