Configuration of email can be achieved on the Practice Pro and Practice Pro + Accounting products of Actionstep. If you have Express, option 1 "Actionstep Built-in" highlighted below is the only option that is available to you.
The email settings page can be found in Admin > Email.
1. Actionstep Built-in
Actionstep's default From email address is:
As an example, this means my From address would look like this:
It is possible that email clients may read this email address as spam, so we recommend that you configure with one of the other options if you would like to send emails from within Actionstep.
2. Outbound Only
This option is a commonly-used option that gives you the ability to send emails from Actionstep to clients with your own email address. As such, this one is less likely to arrive in a junk folder and is a congruent email address with any emails that you send out of your Outlook/Gmail.
If a client replies to one of your emails with this setting enabled, it will simply send this to your inbox - it does not save their reply automatically to Actiontep or an Actionstep matter. If you would like to assign this to a matter, you can do this as you normally would with our Outlook or Gmail plugins.
3. Microsoft O365 / Exchange / Gmail
These options allow you to both send emails from Actionstep, and receive new emails into Actionstep. The beauty of this option is that when a client responds to an email that is sent from a matter, this email reply will automatically be assigned to the relevant matter.
WARNING: By using this option, you are opting to use Actionstep's mailbox servers. As such, this configuration will DELETE ALL EMAILS that are currently saved to this email address. We recommend that you configure a brand new email address specifically for the purpose of sending emails from and receiving emails to Actionstep, i.e. email@example.com or firstname.lastname@example.org.
If you'd like to receive these emails to your own email address, simply put your email address in the Fallback Email field and a copy of all emails sent to this address will be forwarded to you.