Actionstep Hints and Tips
The below text will enable you you customise the default signature on emails from Actionstep. Go to ADMIN>EMAIL SETUP - in the Email Signature & ...
Sat, 25 Aug, 2018 at 1:47 PM
When you first begin using your system you need to update your Actionstep Subscription Billing Details. click on your Company Name at the top of your sc...
Fri, 10 Aug, 2018 at 11:29 AM
Adding a new User to your system, go to ADMIN>PERMISSIONS>SYSTEM USERS, CLICK THE GREEN "New System User" BUTTON and the Add n...
Sat, 27 Oct, 2018 at 9:01 AM
If you are having issues with the Actionstep Office Plug in there are several things you can look at. If the Plug in is not showing showing in outloo...
Mon, 8 Apr, 2019 at 8:55 AM
If you find you have duplicate contact records wtihin Actionstep, you can resolve this by detleting the duplicate. However Actionstep will not allow you ...
Sat, 27 Oct, 2018 at 11:44 AM
To delete a matter you go to the edit screen for that matter. To access this screen, click on icon at top left of matter name: The "Edit Matter P...
Thu, 25 Oct, 2018 at 11:38 AM
If you are receiving a message similar to this image below within Actionstep this means that Actionstep can not connect to your email account settings. ...
Fri, 22 Feb, 2019 at 11:55 AM
When a matter is marked as closed - it shows that its closed in the time entry screen as shown below. If you want to have 'CLOSED' matt...
Mon, 20 Sep, 2021 at 10:54 AM
If the particular template you want to amend is located within the following Matter types, then you will need to request the change to Actionstep direct (...
Tue, 23 Jul, 2019 at 10:15 AM
If you are having issues with the plugs from Actionstep, then they may have been disabled. The first thing to do is to try an re-enable them within Outlo...
Fri, 10 May, 2019 at 5:27 PM