Webinar + Workshop: Personalizing Your Actionstep System

Original air date: August 2021

Original air date: June 2022

Various workshops were hosted around the globe: 

• AU/NZ Workshop (hosted by Natasha Dubauskas-Reed)
• US Workshop (hosted by Sommer Clegg)

Related Help Articles:

• Setting Your Business Logo in System Preferences (Admin)
• Uploading Electronic Signatures for Use in Documents

• Adding a Profile Picture to a Contact Record

• Changing the Matter Type Icon
• Working with Tags (Admin)

• Setting Up Abbreviations in System Preferences (Admin)

• Setting Up Personal Email Mailboxes

• Setting Up Contact Gender Classifications (Admin)

• Participant Types Overview

• Participant Custom Data Overview and About Custom Matter Data and Data Collections
• Calendar Overview