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Practice Management
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Practice Management
Everyday Use
Contacts
Contacts
About Contacts in Actionstep
Getting to Know the Contact Card
Creating a Contact
Editing a Contact
Deleting a Contact
Removing Duplicate Contacts
Using the Quick Search Box to Search for a Matter or Contact
Contact Records FAQ
Reviewing Your Company's Contact Record
Adding a Profile Picture to a Contact Record
Adding Additional Phone & Messaging Information to Contacts (Admin)
Uploading Electronic Signatures for Use in Documents
Uploading a Document to a Contact Record
Working with Matter Parties
Using Quick-Add to Assign Contacts to New Matters
Creating a Custom Contact List View (Admin)