This article explains the conflict check report in Actionstep. Running a conflict check from within Actionstep is very simple. We have a report set up solely for this purpose which also allows you to dig deeper into the information.
To find the conflict check report go to Reports > Matter Reports and click on the "Conflict Check" report. You will find this under the General section.
Configurations
Basic
Filters
Option | Description |
Search terms | This is where you can enter your search terms. The search term must include the full name you are searching not a part name. For example, a search for Jane Smith. You would enter Jane Smith or Jane however "Jan" will not return the search results you are after. |
Advanced
Search Sources | Description | |
Matters | This will search all matter names for your search terms. | |
Matters file notes | This will search all file notes within matters for your search terms. | |
Matters custom data | This will search all custom data fields within matters for your search terms. | |
Matters documentation | This will search the content of all the documents in your system but the following limitations should be kept in mind:
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Contacts | This will search all contact names for your search terms.
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Knowledge Base | This will search the knowledge base for your search terms. | |
This will search all emails in your system for your search terms. | ||
Ignore Restrictions | This will display ALL records found containing the search words including restricted actions and emails. You will only see this option if you are an administrator.
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Output
Option | Description | |
On screen (HTML) | This option displays the report results on your current screen | |
This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen. | ||
MS Excel | This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format. | |
Save XLSX file to a matter | After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button.
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Save PDF file to a matter | After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button.
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