Supported Email Integrations

Modified on Wed, 7 Aug at 7:05 PM

Actionstep lets you open and edit documents stored for a matter using the following integrations:

Office Online

What software is needed: Microsoft Office (Requires an Office 365 Business account)

Supported devices: PC, Mac

What to know:

This option will open the document in Office Online (web-based version).
Changes that are made to document while it is open in the browser will be saved automatically.
Other users can see that the document has been opened by another Actionstep user and can edit the same document.
Changes made by both users will appear in real time and can be seen by each other.

What software is needed: Microsoft Office (Requires an Office 365 Business account)

Supported devices: PC, Mac

What to know:

This option will open the document in the desktop version of Microsoft Office.
Changes that are made to the document will not be saved to Actionstep until you are finished, however it will save to your OneDrive account so the risk of loosing your progress is unlikely.
When you open the document, it will show as 'Checked out' in Actionstep. This will prevent any other users from opening the same document.

What software is needed: Microsoft Office

Supported devices: PC only (Windows7 or later)

What to know:

Once installed this option will open the document in the desktop version of Microsoft office through the plugin.
Changes that are made to the document will not be saved until you click on the save button on the Actionstep tab.

What software is needed: Requires a Google account

Supported devices: PC, Mac

What to know:

This option will open the document in Google Docs (once you have set up the integration) .
Google Docs will automatically save changes made to the document only in google docs not to the version in Actionstep.