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.
Accept the License Agreement and click “next”
Select “Complete” type and click “next”
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
If you cannot see MyDocSafe tab, it is most likely because your system blocks a component we use to automate the plugin authentication process. In that case you should try a version of the plugin that does not use that component.
You should now be able to start using the plugin.
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”).
Our plugin does not update automatically just yet. To update the plugin:
For Act! Premium Cloud:
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