Act Cloud: Microsoft Word Download and Install

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz will guide you through the process of downloading and installing Microsoft Word to use as the word processor in Act Cloud. While Act offers its own built-in word processor, it is recommended to use Microsoft Word for enhanced functionality and compatibility. Let’s get started with the installation process.

  1. Accessing Act Preferences:
  • To begin, open Act and navigate to the “Tools” menu.
  • Click on “Preferences” to access Act’s settings and customization options.
  1. Choosing the Word Processor:
  • In the Preferences window, locate the “Word Processor” option.
  • Click on the drop-down menu to reveal the available choices.
  1. Selecting Microsoft Word:
  • From the drop-down menu, choose “Microsoft Word” as the preferred word processor.
  1. Downloading Microsoft Word:
  • Once you select Microsoft Word, a download link will appear.
  • Click on the download link to start the installation process.
  1. Running the Downloaded File:
  • After clicking the download link, a file will be downloaded to your computer.
  • When the download is complete, a prompt will appear asking whether you want to run or save the file.
  • Click “Run” to initiate the installation process.
  1. Completing the Installation:
  • The installation process will begin, and a security scan may occur.
  • Follow the on-screen instructions to complete the installation.
  • Once the installation is finished, click “Finish” to close the setup wizard.

Conclusion: Congratulations! You have successfully downloaded and installed Microsoft Word to use as your word processor in Act Cloud. With Microsoft Word now integrated into Act, you can enjoy enhanced functionality and seamless compatibility for your document management needs. In the next tutorial, Tony Holowitz will demonstrate how to run a mail merge with Microsoft Word in Act Cloud. Stay tuned for more helpful tips and tricks! Thank you for watching, and have a productive day.