Migrating over to Actionstep

Help Guides when first migrating over to Actionstep from previous systems

Automatically Set Chrome to open Actionstep
The following settings are only optional which are provided to help users take advantage of Actionstep working inside a browser Automatically open Ac...
Thu, 19 Aug, 2021 at 3:06 PM
Installation Instructions for Office 2016-2019 Integration for Actionstep
  This document is provided as a guide to install the required software to enable Microsoft Office and your Web browsers to work seamlessly with Actionstep...
Wed, 25 Aug, 2021 at 11:29 AM
Deploying the New Actionstep Outloook Integration Add in - Office 365 Only
 Do not remove the current plugin for Actionstep as this is still currently required for Microsoft Word, Excel and PowerPoint. These instructions are only f...
Thu, 12 Mar, 2020 at 11:31 AM
How to setup your Hosted or non Office 365 Exchange Outlook Calendar to sync with Actionstep
As the Hosted Exchange Server is often secured behind a firewall and only allows email in and out, IT Providers will need to confirm if Exchange Web Ser...
Thu, 19 Aug, 2021 at 10:34 AM
Bringing over Opening Matter Trust Balances/Setting opening Balance for Trust Account
**** NOTE that this advice is purely a "How To" for the recording of transactions in Actionstep and is by no means Accounting or Trust Accounting ...
Mon, 22 Jul, 2019 at 11:30 AM
WorkCloud Support - Free Services v Additional Package Hours/Consulting
Q:    Which support services are provided for free by WorkCloud and what will come out of my additional package hours?   A:    Package hours will be cons...
Mon, 11 Nov, 2019 at 1:11 PM
Scanning direct into Actionstep
Here are the details for scanning direct into matters within Actionstep.  FRom your photocopier/scanner send the scan email to  matters@orgkey.action...
Fri, 27 Mar, 2020 at 10:27 AM
Enable Actionstep to talk with Gmail/Gsuite
By Default GSuite turn off the ability for thirst party companies to connect to your GSuite. As such this will need to be allowed by your GSuite Administ...
Thu, 10 Sep, 2020 at 9:39 AM
Mapping Azure Cloud drive for data transfer to WorkCloud
How to connect to Azure File Storage   Step 1  Open Windows Explorer and click ‘THIS PC’ in the left hand pane, Then click on Mapp Network drive from the...
Sat, 26 Sep, 2020 at 11:46 AM
How to setup a non-Office 365 Mailbox to Actionstep
If you are not using Office 365 then you can connect to your Email Server from within Actionstep to allow you to send emails from your Email address. This r...
Mon, 27 Sep, 2021 at 9:02 AM