Actionstep Hints and Tips

Email Signature coding - Actionstep
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
Updating Actionstep Subscription Details
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 into Actionstep
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
Troubleshooting the Actionstep Office Plug in
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
Delete Duplicate Contact Record within Actionstep
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
Delete a Matter created in error
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
Pop up error in Actionstep regarding Email Integration
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
Making Closed (archived) matters not appear in the timesheet search bar
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...
Fri, 22 Feb, 2019 at 11:51 AM
Can I amend Family Law Precedents included in the Family Law Add-on?
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
How to Determine if Actionstep Office Plug in is Disabled & how to re-enable
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