Performing Key Tasks in Actionstep Using the Outlook Add-In

In this article:

• Adding a Sender as a Contact
• Saving an Attachment to a Matter
• Adding a File Note, Task, or Time Entry to Actionstep

Using the Outlook add-in, you can perform some key tasks while reviewing emails you receive. For example, you can add the sender as a contact, save email attachments to a matter, and create file notes, tasks, or time entries based on an email. 

Adding a Sender as a Contact

When you receive an email, you can add the sender of that email to your Actionstep Contacts list. 

To do this:

1. Open Outlook and click the Home tab.
2. Select the email message from the contact you want to add to Actionstep. 
3. If it's not visible, click Open Actionstep to display the Actionstep pane.
4. Click the contact's name in the Add Contact box.
   The New Contact form appears.
5. Complete as many fields about the contact as needed.
6. Click Create. The contact is added to Actionstep.

Saving an Attachment to a Matter

You can save email attachments to the associated matter in Actionstep. 

To do this:

1. Open Outlook and click the Home tab.
2. Select the email message with the attachment(s). 
3. If it's not visible, click Open Actionstep to display the Actionstep pane.
4. In the Assign to matter field, enter and select the name of the matter you want to save the attachments to.
5. Click the envelope icon in the top-left corner of the add-in and choose Organize attachments.
   The Organize Attachments form appears.
6. Select the attachments you want to copy to the matter and click Move to to choose which folder in the matter you want to save the documents to.
   
   TIP:  To rename the attachment, click the pencil icon next to the attachment, make your changes, and save them. 
7. Click Move to save the documents to the matter.

Any documents you saved are uploaded to the matter's Documents list, which you can view by going to either the View or Documents pages for the matter. 

Adding a File Note, Task, or Time Entry to Actionstep

While working in Outlook, you may need to record information for a matter in Actionstep. Using the Outlook add-in, you can create file notes, tasks, and time entries. 

To do this:

1. Open Outlook and click the Home tab.
2. Select an email message. 
3. If it's not visible, click Open Actionstep to display the Actionstep pane.
4. Click the Add icon.
    The Create new form appears.
5. Select any of the options and then complete the information that is requested.
   
   NOTE:  These articles can help you complete the required information: Creating and Editing File Notes, Adding a Task, and Creating a Time Entry.