WorkCloud Support & Knowledge Base

Migrating over to Actionstep 7

• Bringing over Opening Matter Trust Balances/Setting opening Balance for Trust Account
• How to setup your Hosted Exchange Outlook Calendar to sync with Actionstep
• WorkCloud Support - Free Services v Additional Package Hours/Consulting
• Deploying the New Actionstep Outloook Integration Add in - Office 365 Only
• Scanning direct into Actionstep

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Invoicing & Accounting 13

• How to record an 'Anticipated Disbursement'
• Write Offs & Credit Notes Explained
• Changing who the bill is sent to - ie Third Party Payer
• Start Time on TimeSheet is not showing the current time
• Create a Debtor Statement

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Trust, Controlled Monies & Investment 9

• Creating a Custom Trust 'Statement' Template per Bank Account
• Printing a Controlled Monies Register - Article 64 of Uniform Trust Rules
• Trust Transactions not Showing in Reconcilations
• Payment Holds on Trust Transactions
• Setting up Controlled Monies accounts - including Report on Controlled Monies

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Actionstep Hints and Tips 19

• Email Signature coding - Actionstep
• Updating Actionstep Subscription Details
• Adding a new User into Actionstep
• Troubleshooting the Actionstep Office Plug in
• Delete Duplicate Contact Record within Actionstep

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Xero Integration 7

• Xero refresh Chart of Accounts
• Mapping Xero Accounts
• How to create and apply a credit (write-off) when XERO enabled
• Tax Constraints with Xero Connection to Actionstep
• Connecting Actionstep to Xero

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LEAP 1

• Leap Reports for for extracting data to Excel

Power BI Integration 2

• How to Sign up to Power BI (Trial Account)
• Actionstep Data Backup and Extraction

Actionstep New Admin Interface - Tips and Hints 3

• System Object Permissions
• Copying Data Collection Fields
• Force Dropdown List Options

Actionstep Reporting 1

• Key Reporting options in Actionstep for Performance and Revenue tracking

Setting up your computer for NetDocuments 7

• Enabling NDOne Click for NetDocuments and Chrome Web Browser
• Enabling IP Court Filing (attach ND Document on a website)
• Disabling ND Office Send & File within Outlook
• How to rename .TXT file to .REG file for NetDocuments Registry Settings
• NetDocuments on a Mac (Latest Update)

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Security in NetDocuments 6

• Changing Document Permissions in NetDocuments
• NetDocuments Permission Levels
• Give someone access to entire matter in NetDocuments
• External users and Collabspaces in NetDocuments
• NetDocuments Level of Access Required for various functions

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Hints and Tips 21

• Netdocuments - document ID footer first page
• Saving PDF to NetDocuments
• Can not access NetDocuments with Actionstep or Can not Create New Matters from Actionstep to NetDocuments
• Deleting or Move Emails once Filed - NetDocuments NDMail
• Customise ND Mail & Quick Reference Guide

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NetDocuments 12

• Setting Up External Users for NetDocuments
• How to find the Single Sign on (SSO) link for Netdocuments
• Setting up new Cabinets for New Client (basic Admin & Legal)
• How to setup ND Mail for Office 365 sites
• Setup NetDocuments Registry & Desktop Install Instructions

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Frequently Asked Questions 13

• I can not access a NetDocuments Link that a colleauge has sent me
• Blocked by extenstion - NetDocuments
• NetDocuments Collabspaces
• Security Levels within NetDocuments
• Allow PDF's to open in Adobe and not in Chrome

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