Migrating over to Actionstep
Help Guides when first migrating over to Actionstep from previous systems
**** 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
Click on Calendar then ‘Today’ from the ‘main’ menu bar within Actionstep Choose Exchange Calendar as shown below. Tick the box ‘Sh...
Mon, 11 Nov, 2019 at 2:12 PM
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
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
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