Did you know you have three different methods of managing documents with Act! ? Which one is the best ? Well, it depends.

In Act!, press CTRL-I. The, you can attach a file to the current contact open in Act!. You can also go to the history tab and click the paper clip icon and attach either a shortcut (hyperlink) to a file or attach the whole file to Act!. Or, you can visit the documents tab and attach a document there also. Attaching the file actually copies the file from the original location to the Act! filing system, which is a best practice for remote synchronizing laptops.

The shortcut option creates a hyperlink (much like a website does) and the documents tab allows you to quickly e-mail that attachment to that contact record in Act!.