MyDocSafe Integration

MyDocSafe for
Act! Premium Desktop

Access the power of MyDocSafe platform directly from Act! Premium CRM Software

Act! is an award winning Customer Relationship software.  We have built a plugin that makes it easy to access MyDocSafe directly from Windows desktop version of Act! Premium.

To learn more about Act! Premium Desktop go here.

 

Installation instructions

For Windows:

1. Determine your Act! Premium Desktop version:

  • If you have a v23 or lower, user 32-bit
  • If you have v24 or higher, use 64-bit

2. Download appropriate Installer.

3. Make sure you close Act! Premium Desktop

4. Run the installer.

Click ‘Next’

Accept the License Agreement and click “next”

Select “Complete” type and click “next”

Click “install”

Click “Finish”

5. Restart your Act! Premium Desktop programme.

You may now be required to authenticate the plugin (get the login details by starting a free trial of MyDocSafe here). After authentication you should see a tab called “MyDocSafe” in the detailed view of each contact

 

To learn about how to use the plugin, go to our Knowledge Database (login to MyDocSafe, click on the icon in the top right corner, go to “Help”).

 

How to update the plugin

Our plugin does not update automatically just yet.  To update the plugin:

  1. Close Act! Premium Desktop
  2. Download appropriate Installer and run it
  3. Select “Repair” option and click “next”
  4. Click “Finish”

How to re-install the plugin

    1. Close Act! Premium Desktop
    2. Download appropriate Installer and run in.
    3. Remove the current version of the plugin
      Confirm with “yes”At this stage you may need to re-start your computer to complete plugin removal.
    4. After the old plugin has been removed, run the installer again and click “next”
    5. Accept MyDocSafe terms of service:
    6. Select “Complete” setup type:
    7. Finally, click “install”:

     

    For Act! Premium Cloud:

    Coming soon!

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