Using the Plugin - Word, Excel & PowerPoint

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:11 AM by Allison Cloyd

In this article, we will review how to use the Word, Excel, and PowerPoint Actionstep plugins. 

The Actionstep tab 

Once the plugin has been installed you should see an Actionstep tab in the top menu of Word, Excel, or PowerPoint.

Microsoft Word with the Actionstep tab

Opening Documents 

  1. To open a document from Actionstep, click the 'Open' button on the Actionstep tab
    Opening a document from Actionstep in Microsoft Word using the Plugin
  2. You can then search for a matter and browse its document folders to select the document you wish to open.
    Selecting a document to open from Actionstep in Microsoft Word using the Plugin
    Selecting a document to open from Actionstep in Microsoft Word using the Plugin
  3. This will open the document in the appropriate program. From here you can make any necessary changes and save them back to Actionstep.
    An open document in Microsoft Word

Saving Documents 

  1. To save a document to Actionstep, click the 'Save' button on the Actionstep tab.
  2. You can then search for a matter and find the folder you wish to save the document to.
    Saving a document into Actionstep from Microsoft Word using the Plugin

Opening documents from Actionstep

Plugin users can also open Word, Excel, and Powerpoint files directly from Actionstep.

  1. To do this first navigate to your matter document screen.
    The preferences panel in the documents tab of a matter
  2. Select "Preferences" and then ensure that the "Actionstep Plugin" setting is enabled. You will see an Actionstep plugin pop-up appear. Select "click here to activate".
  3. You can now select the document that you would like to open, select open, and then select "Open in Office via Actionstep Plugin"
    The 'open via plugin' function in the documents tab of a matter