Migrating over to Actionstep
Help Guides when first migrating over to Actionstep from previous systems
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
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
These instructions are for users who have Outlook purchased and installed as part of the Office 365 subscription only. Once installed this plugin is av...
Fri, 27 May, 2022 at 2:37 PM
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
**** 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
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
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
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
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
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