You can search the Actionstep Knowledge Base to quickly find answers to questions, troubleshoot issues, or learn how to use specific features. Ideally, this can help you solve problems independently without needing to contact Actionstep Support.
There are a few different ways you can use the Actionstep Knowledge Base:
- Search for information using a search term or phrase.
- Browse articles using the "table of contents" on the home page.
- Use Scout to have AI aggregate answers to your questions in an easy-to-read format.
Note: While viewing any page in the Knowledge Base, you
can
use the "breadcrumb" along the top of the page to navigate the path back
to where
you started.
Using Search to Find Information
Using the Search option in the Practice Management Knowledge Base helps you quickly locate the exact information you need, saving you time and helping you avoid manually browsing through large amounts of content.
To use the Search option:
- In the Knowledge Base, enter your search word or phrase in the Search box, located near the top of any page.
If you enter two or more words in your search query, you may see a Quick Answer listed at the top of your results list. This can often give you the information you need so you don't have to drill down into the results. (This Quick Answer, however, will contain links to the articles that helped form the response so you can view the full context of the answer.)
Additionally, articles that match your search criteria are then displayed. You can click the link for the specific article you want to view. Please note the following tips and tricks for understanding or improving your search results:
- To find multiple words in an article, use double quotes (") around each word. For example, "contact" "signature" will find only articles where both terms are found. (This includes stemmed versions of these words (like "signatures").
- To find a specific phrase, use double quotes (") around the phrase. For example, searching "my profile" will find only those articles where that exact wording is located.
- To exclude search results with a specific word, use the minus operator (-) in front of the term you want to avoid. For example, client -portal will find articles that use the word client, but ignore articles that talk about Client Portal,
- On the Home page, once you type three characters in the search box, a list of possible matches appears below the box. You can select any of these results without submitting a full search.
- When you search the help center, you're searching all knowledge base articles (first 10,000 characters of each article).
Note: When performing a search, you may see multiple results with the same title listed in your results list. This is expected. It just means the same article is located in multiple folders within the knowledge base. You may also see this same duplication of results displayed in Scout.
Browsing the Knowledge Base
In addition to using Search to find a specific article, you can browse the contents of the full knowledge base, which provides a clear, structured overview of topics. This can be useful if you aren't sure what specific information you're looking for, or if you want additional context to learn about a specific feature or task you're trying to understand. For example, in this Knowledge Base, you can use the contents list on the Home page to navigate to Everyday Use > Signing In to see all of the different articles related to signing in to Practice Management.
Information in this knowledge base has been categorized into tasks/workflows. For example, if you're an admin user, you can find all the admin-related articles by clicking Administrative Tasks on the home page. Within this category, the different workflows and tasks have been grouped into logical categories based on tasks an admin might perform (e.g., Matter Management, List View Management, Managing Your Subscription and Billing, etc.).
Using Scout to Get AI-Generated Answers
Scout is Actionstep's AI Support Assistant. It's designed to help you find the answers you need to successfully use the platform. Specifically, Scout looks through Actionstep's comprehensive knowledge base and gives guidance based on these articles to help you perform tasks and find answers to common problems.
To learn more about Scout, see Using Scout (AI Support Assistant) FAQ.
To use Scout:
- While viewing any page of the Practice Management Knowledge Base, click the question button located in the bottom-right corner of the page. The Scout window appears.
- Type your question or search phrase in the Type a message box and press Enter.
If Scout can find an answer, it will display the information directly in the window. Links to the articles that were used to generate the response will also be included. If needed, you can continue to provide prompts to get the information you need.
You can close the Scout window by clicking the same icon you used to open it.
You can also access Scout from the Actionstep platform by clicking Help in the global navigation bar and choosing Ask Scout from the Knowledge Hub list of options that appears.
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