Actionstep's Automation Tools - Ask An Expert Webinar

Modified on Mon, 09 Jan 2023 at 06:00 PM

This is an article that contains information from our Ask An Expert Webinar on " Actionstep's Automation Tools" -  Improving your efficiency and profitability by utilizing Actionstep's automation tools.

Click here for a copy of the presentation slides: Ask an Expert March 2022 Slides.pdf


Helpful User Guide Articles:

For more information on how to - 


FAQs (Frequently Asked Questions during the sessions)

Q. Whereabouts is your Webinar on Workflow, please?

A. You can find all of our Webinars on our User Guide. 


Q. What is the best way to export an entire matters data collection through a zap?

A. There are two steps to obtaining custom data values in a zap they are 1. Finding the custom data field and 2. Retrieving the custom data value – there is also a third option which is editing the custom field value – meaning you can update the custom data field from the zap and it will automatically update in Actionstep. For more instructions please see Introduction to Zapier


Q. I am having trouble ensuring certain words within a  template are caps lock after the document has been generated.

A. If merge fields are showing as capitals this would usually be because your merge field is set to make the letters uppercase. For more information please see Merge Field Options note: you need to remove the UPPERCASE merge field option or make sure the actual name of the merge field is not in UPPERCASE letters as this will also produce an UPPERCASE word.

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