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Email in Actionstep is designed to help you manage emails for your different matters. It is not designed to have the same functionality as an email client like Outlook or Gmail. Because of this, there are several integration options for you to use to help manage your email communications.
There are numerous ways you can associate emails with matters in Actionstep, and there are various views that categorize the emails.
Email Setup
Actionstep lets you send emails from a matter as well as assign emails to a matter. For more information, please see Setting Up System Email Mailboxes.
Email Views
Emails are grouped together into categorized list views similar to the image below. You can access this list by clicking Comms in the main menu bar.
Associating Emails with Matters
There are various ways to associate emails with matters. To learn more about these methods, see Working with Emails In Actionstep.
Email Integrations
Actionstep offers an integration with Microsoft, which allows you to associate emails with matters from Outlook. See Setting Up the Outlook Add-in.
Actionstep also offers a Google add-on so you can assign emails with matters from Gmail. See Using the Gmail Add-on for more information.
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