Actionstep Hints and Tips

Setting up your Spam Settings for Actionstep
Email Setup - Spam Filter Setting Here is a quick video from Actionstep's User Guide on how to update your 'SPF' Record on your DNS Record...
Tue, 14 May, 2019 at 12:19 PM
Can I Duplicate an Action/Matter (ie copy one Action/Matter and create another)
Currently, there is no functionality to duplicate an Action/Matter within Actionstep. You could use the 'Related Action' feature to creat...
Tue, 25 Jun, 2019 at 10:14 AM
Document Dates and Sort orders within Actionstep Matters (Actions)
Q: The documents in a matter are ordered chronologically by date last modified. Can they be sorted by Date Created?  A: Yes, you can change the ord...
Wed, 26 Jun, 2019 at 7:06 PM
How to review user activities in Actionstep
Matter Activity  Each Action ( Matter) has a 'system notes' section found underneath the 'File Notes' icon. This records all ac...
Tue, 25 Jun, 2019 at 10:11 AM
Dates & Diaries/Calendars in Actionstep
There are two types of 'Date' fields you can create on a matter as 'Custom Data Date' and 'Linked appointment date' Cust...
Wed, 26 Jun, 2019 at 4:26 PM
Hard Disbursement GST
We have raised this issue with Actionstep and the advice coming back is to create new GL code to reflect the correct GST component. When entering suppl...
Thu, 29 Aug, 2019 at 1:47 PM
Default Rates
Hi Justine, Yes, it's possible to do this in a couple of ways. ​ Some firms set up a single rate label per person then assign that rate lab...
Tue, 12 Nov, 2019 at 1:25 PM
new Actionstep plugin & ndMail
As you are using ndMail for email filing, you don’t need to use the Actionstep function for filing emails.   However, as the New Outlook add-in for Action...
Fri, 6 Mar, 2020 at 1:57 PM