You've seen in the various videos earlier that once your template is created, creating a merge document is
as simple as selecting the template using the browse (...) button and clicking the Run button.
Let's review all your options though:
In the Select an action groupbox, you are offered 2 choices: one to open the document in Excel and another
one to not open the document.
Attachments
- If you select the option of opening the document, to attach the document to the current record, use the Save and Update ACT! history command
(see the Location of the menu items added by the add-on in Excel topic for its location Excel)
- If you select the option to not open the document, just check the appropriate box to have it be attached to the current record.
There are 2 places where you can attach documents in ACT! under the history tab or the documents tab. You can set the type of attachments you want in
Options>Preferences.
Bi-directional templates
- If you select the option of opening the document and your template is bi-directional, you'll need to manually use
the Transfer Mapped Data to ACT! command to move data back to ACT!.
- If you select the option of not opening the document, you have the option to have it be done automatically (Update the current record checkbox)