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 plugin.

3. Make sure you close Act! Premium Desktop

4. Run the installer.

5. Restart your Act! Premium Desktop programme.

To update the plugin

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

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

To re-install the plugin

    1. Close Act! Premium Desktop
    2. Download the installer and run in.
    3. Remove the current version of the plugin
    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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