Help Center

Using the Updated Practice Management Toolbar

The new Practice Management toolbar provides an updated and more modern user experience. 

Specifically, the new toolbar uses more modern icons:

NewToolbarReleaes.png

 

You'll also notice the gray menu bar that was previously above this global toolbar is no longer visible. Options on that toolbar—like your user profile, Help, and access to Admin settings—have been moved to the main toolbar:

To access your organizational/firm information as well as the Launch Pad (if you have access to two or more systems), click the Actionstep menu icon in the top-left corner of the page:

Finally, the notification bar along the bottom of your Actionstep window will also show your firm information. 

Updated