Installing the Gmail Add-on (Admin)

The Actionstep Gmail add-on allows Gmail users to save and assign emails to their Actionstep matters. When saved, the email message and attachments become available in the corresponding matter in Actionstep. Additionally, the add-on provides basic information on parties, file notes, and tasks. It also provides links to access the information in your Actionstep system directly.

The Gmail add-on must be enabled from Google Workspace Admin Console by the account administrator. 

To do this:

1. Sign in to Gmail as the administrator.
2. Click the Settings icon in the top-right corner of the window and choose Manage this domain.
   The Admin Console appears.
3. Click Apps and then Marketplace Apps. A page showing all your currently installed add-ons is displayed. 
4. Click the add icon in the top-right corner of the page.
   
5. Search for and select Actionstep. You will see options that allow you to perform either a Domain Install or Individual Install.
   • Domain Install allows you, as the admin, to install the add-on for all users within your system. You can enable the add-on for individual users from within the Admin Console.
   • Individual Install allow each individual user within your system to find the add-on on Google Marketplace and install it within their Google Apps console.

Related Articles:

• Using the Gmail Add-On
• Working with Email in Actionstep