In this article you will learn how to create and edit abbreviations.
Abbreviations are quick-type shortcuts that you can use in various screens in Actionstep. By typing the abbreviation the system will automatically expand the text when you hit the spacebar.
Understanding Abbreviations
An abbreviation has two parts to it. The first is the shortened text, what you will type to trigger the abbreviation. The second is the expanded text, what will appear once you hit space and the abbreviation has been triggered.
EXAMPLES: Abbreviation text "fyi" would expand to "for your information" Abbreviation text "cliapp" would expand to "client appointment" Abbreviation text "ctdate" would expand to "court date" |
Adding System wide Abbreviation
- To add an abbreviation which will be accessible to all users, click on the Admin button (top right on your Actionstep screen).
- Click on the General settings tile.
- Head to the Abbreviations section.
- Click Add row or select an existing abbreviation from the list to edit.
- Click Save after making any changes.
Where can Abbreviations be used?
The following is a list of every field in which abbreviations can be used:
Scratchpad notes
File Notes
Time Entry descriptions
Expense/Disbursement descriptions
Transfer Retainer memo
Refund Retainer memo
Retainer Bill Payment memo
Client Receipt memo
Write-off memo
Create Credit - Reason for credit field
Apply Credit Note memo
Client refund -
Check memo
Journal memo
Firm Receipt memo
Firm Withdrawal Journal memo
Supplier/Vendor Payment -
Check memo
Journal memo
Related Articles:
- System Preferences - Business Logos
- System Preferences - Timekeeping Options
- System Preferences - Quick Codes
- System Preferences - Matter Types