This is an article that contains information from our webinar on "How to Personalize your Actionstep System".
Various workshops were run around the globe and they can be found here:
- AU/NZ - run by Natasha Dubauskas-Reed - AU/NZ Workshop
- US - run By Sommer Clegg - US Workshop
Helpful User Guide Articles:
- Uploading your Company Logo - Company Logos Userguide Article
- Uploading signatures - Uploading Electronic Signatures
- Profile Pictures - How to load a picture to a contact
- Matter Type (Workflow) Icons - Changing matter type icon
- Participant Tags - Tags - Userguide Article
- Abbreviations - Abbreviations
- Personalized Mailboxes - Setting up Personalised Mailboxes
- What emails are sent from Personal or System mailboxes? - Automated emails
- Participant Types - Participant Contact types
- Gender Pronouns - Contact Gender Classifications
- Custom Data - Custom Data
- Calendar - Editing your Calendar and Calendar preferences