As an IT expert, your role is critical in keeping your firm’s technology running smoothly and securely. You may find yourself helping set up Actionstep as well as managing your Actionstep subscription, which involves adding users, defining their roles, etc. You may also be asked to oversee the setup of various functions in Actionstep, such as participants, matters, etc. You may also be asked to help manage Actionstep's integrations with other legal software.
The following article provides links to information on how to use Actionstep to complete these tasks.
Getting Started
First, these topics can help familiarize you with Actionstep and help you get your profile set up:
Getting to Know the 'My Profile' Page
Setting Up Personal Email Mailboxes
Using the Quick Search Box to Search for a Matter or Contact
Using Getting Help While Using Actionstep
Requesting Help from Actionstep Support
Managing Security
Understanding Security in Actionstep
Requesting Backups of Your Actionstep Data
Setting Up Multi-Factor Authentication (MFA)
Viewing a List of System Users
Actionstep Administration
Administration (top-level folder)
Managing Your Actionstep Subscription
Reviewing Your Actionstep Subscription
Adding Users and Assigning Them Permissions
Adding and Removing System Users
Creating a System Role in Actionstep
Configuring System Roles and Data Permissions
A Closer Look at Data Permissions (System Objects)
Enforcing AML Regulations
Anti-Money Laundering (or AML) (folder)
Setting Up and Managing Workflows
Creating Steps for Your Workflow
Understanding the Workflow Steps in a Matter
Setting Up Participant and Matter Types
Editing and Deleting Participant Types
Participant Custom Data Overview
Adding Custom Data Fields to a Participant Type
Creating and Editing a Matter Type
Setting Up Related Matter Types
Restricting Access to a Matter
Managing Emails and Documents
Emails
About Using Email in Actionstep
Setting Up Personal Email Mailboxes
Setting up System Email Mailboxes
Working with Email in Actionstep
Performing Key Tasks in Actionstep Using the Outlook Add-In
Documents
About Working with Microsoft and Google Documents
Installing the Microsoft Office Plug-in
Using the Microsoft 365 Plug-in to Edit Word, Excel, PowerPoint Files
Using Microsoft OneDrive with Actionstep
Checking Microsoft and Google Documents In and Out
Opening Documents Using Google Docs
Implementing Actionstep Builder and Actionstep Capture
Understanding How Actionstep Data is Used in Builder
Managing Templates and Document Assembly
Understanding Merge Field Options
Viewing the List of Actionstep Merge Fields
Using Merge Field Repeat Blocks
Using Merge Fields to Insert Pronouns
Using Conditional Merge Field Statements
Generating Documents from Templates
Reporting on the Different Aspects of the Firm
General Reporting (folder)
Matter Reports (folder)
Accounting Reports (folder)
Billing Reports (folder)
Trust / Client Account Reports (folder)
Setting Financial Preferences
Accounting Preferences (folder)
Tax Settings (folder)
Rate Labels (folder)
Configuring Your Billing Settings
Multi-Currency/FX Billing Configuration
Understanding Billing Terminology in Actionstep
Third-Party Solutions and Other Tech
Integrations (high-level folder)
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article