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Act4Advisors Addons:

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Now you can scan documents directly into your ACT! contact records right from the ACT! Toolbar.

In today’s marketplace you’ve got to move quickly. ACTScan is the perfect tool to help you file hardcopy client documentation right along with all your other contact information, without ever leaving ACT!. ACTScan allows you to get your documents in quickly and then access them immediately when you need them. With the addition of ACTView or Adobe Acrobat, everyone in your office can view the documents.

Features:

» Scan documents directly into ACT! contact records right from ACT!
» Manipulate the images as desired.
» Reduce paper customer files and get organized like never before.
» Prevent lost documentation.
» Scan, organize, store and find documents easily.

Perfect for:

» Investment Advisors
» Financial Planners
» Insurance Professionals

New in Version 1.5:

ACTScan will now save to the widely used, Portable Document Format (PDF). Please note that ACTScan will not read PDF files. You must use Adobe Acrobat’s free Acrobat Reader™ to read PDF files. 

  • One Click Scanning. You’ll now have two icons in ACT! to launch ACTScan. The original icon launches ACTScan in the normal way. The second icon, will launch ACTScan in One Click mode. One Click mode scans and automatically attaches your current document(s) with the current contact.
  • Auto naming of attachments. ACTScan will now automatically name your attachments for you in one of two formats. The first format creates a filename using the current date and time, down to the seconds. The second format, will grab information from a specified field in your database, then append the date and time.
  • Rubberband selection of an area is now possible. Point your mouse to the start area, click-and-hold the left mouse button down, then drag to your ending area. Release the mouse button and you’ll now have a rubberband area that can be copied to the clipboard or cropped to become the new image.
  • New Zoom options. You can now zoom your images to 10%, 25%, 50%, 75%, 100%, 150%, 200% and 500%. You can also set the zoom factor to be the default for all new images loaded. Note that zooms don’t actually effect the image size.
  • ACTScan can now be set to change the current contact information whenever ACT!’s current record changes.
  • New automatic functions for scanned documents. Auto Negate, to create a negative image and 90, 180 & 270 degree rotation.
  • Pixel type (Color, Grayscale and B&W) and Dots Per Inch (DPI) can now be set for those scanners that support it. This is very useful when doing One Click Scanning.

 

Send email to sales@software4advisors.com 

ASDS Computer
10343 Federal Blvd, PMB J404, Denver, CO 80260-7469

Voice: 800.831.7636

Copyright © 2000 ASDS Computer Company. 
All rights reserved.

 Last modified: December 8, 2000

 

 

Note: You may order a single user license online. For multiple licenses please call 800.831.7636 or email sales@software4advisors.com.

Prices

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Laser App Software
$399.00
Act4Advisors 3.0 to Laser App Interface (Requires Laser App Software)
$99.00
NOTE: All purchases will be redirected to a secured site for processing. Once your order has been reviewed and approved, a download of the software will be e-mailed. If you prefer a CD shipped, you must call in your order to 800.831.7636.

 

 

 

Copyright © 1999-2008 Allied Financial Software, Inc. ACT! is a registered trademark of Sage Software, Inc. Disclaimer.