• About the Actionstep Admin Page
• Finding Your Organization Key (or Orgkey)
• Finding Your Subscription Level
• Reviewing Your Purchased Practice Management Features
• Understanding 'Administrator with Authority' Subscriptions
• Setting Up Federated Single Sign-On (SSO) (Admin)

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• Actionstep Subscription FAQs
• Reviewing Your Purchased Practice Management Features
• About the Actionstep Billing Portal
• Working with Your Billing Options in Billing Portal
• Actionstep Billing Portal FAQ
• Creating and Accessing Your Actionstep Billing Portal Account

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• Getting to Know the Accounts List
• What is a Division?
• Adding a Division
• Assigning a Matter to a Division
• Setting Up and Using Branches

• Setting Actionstep System Preferences (Admin)
• Setting Business Details in System Preferences (Admin)
• Setting Your Business Logo in System Preferences (Admin)
• Setting Up Abbreviations in System Preferences (Admin)
• Setting Regional Date Formats in System Preferences (Admin)
• Setting Aliases and Terminology in System Preferences (Admin)

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• Setting Up Timekeeping in System Preferences (Admin)
• Setting Up Quick Codes in System Preferences (Admin)

• Showing Matter Billing Options and Rate Overrides in List Views (Admin)
• Getting to Know the List View Feature
• Creating a Custom Time Entry List View (Admin)
• Creating a Custom Task List View (Admin)
• Creating a Custom Matter List View (Admin)
• Creating a Custom Contact List View (Admin)

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• Setting Up a System Email Mailbox (Admin)
• Preventing Outgoing Emails from Being Marked as Spam
• Creating an Email Template
• Setting Up SMS Alerts and Calendar Reminders (Admin)

• Importing Data Spreadsheet Reference
• Importing Your Data into Actionstep (Admin)
• Working with a Staging System
• Requesting Backups of Your Actionstep Data
• Downloading Data Using the Data Exporter Tool / SQL Export Tool