Scan Features

With Scan and Organize for ACT!, you can Scan, Attach, and Manage Documents from within the ACT! interface!

Feature List:

  • Scan and attach the document directly to the contact’s folder on your computer or network.
  • Automatically Open the associated contact’s folder inside of ACT! simply by looking up the contact!
  • Create and Name Folders Automatically using data that exists in up to 3 ACT! fields OR assign the contact to a specific folder that is already on your computer or network!
  • Perform file management functions from within ACT! such as copy, paste, rename, delete, etc.
  • Scan and attach documents as PDF, TIFF, JPG, BMP, PNG and even optional OCR Text.
  • Automatically assign keywords to documents during scan.
  • Burn folders to CDR/RW (Windows XP only).
  • Save document keywords to a specific field in ACT! for easy searching.
  • ACT! users that synchronise can now have access to documents on their VPN or any logic drive letter path.
  • Optional OCR function allows automatic keyword population.
  • Drag and Drop support from Windows Explorer, Paperport, etc.
  • Button to Hide or Show Left Folder Tree.
  • Button to Open the Current Contact’s Folder in a separate, native Windows Explorer window.
  • Attach scanned files to the Notes OR History OR Documents tab.
  • Enhanced double click on Contact folder to lookup Contact.
  • Launch Associated “viewer” for file type scanned.
  • Adjustment for Organizer tab location.
  • You already know how to use it!


Helping you turn more prospects into Customers

© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Tuesday, September 18, 2012
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