An admin can configure your Actionstep system preferences, which control some of the basic functionality around using Actionstep, like your business details, logos, and other settings.
NOTE: Some options in System Preferences may need to be enabled by Support. If you read about a section and you don't have that functionality, contact Actionstep Support.
To access System Preferences:
- In Actionstep, go to Admin > System Preferences. The System Preferences page appears.
- Set your preferences, based on information from the following help articles:
- Setting Business Details in System Preferences (Admin)
- Setting Your Business Logo in System Preferences (Admin)
- Setting Up Abbreviations in System Preferences (Admin)
- Setting Up Timekeeping in System Preferences (Admin)
- Setting Up Quick Codes in System Preferences (Admin)
- Setting Matter Types in System Preferences (Admin)
- Setting Regional Data Formats in System Preferences (Admin)
- Setting Contact Type Mappings in System Preferences (Admin)
- Setting Up Aliases and Terminology in System Preferences (Admin)
- Setting Additional Settings in System Preferences (Admin)
Setting Early Access and Feature Preview Options in System Preferences (Admin)
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