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.

In this article, we will tell you how to create an abbreviation for yourself or, if you are an Actionstep Administrator, for other people.

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.

Information:

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 personal abbreviations

To add a personal abbreviation you will need to navigate to the My Profile page. You get there by selecting your name in the top right-hand corner of your Actionstep screen.

Scroll to the abbreviations section and click “Add Row” to create a new abbreviation or select an existing abbreviation from the list to edit.

Adding system-wide abbreviations

NOTE

This option is only available for an Actionstep Administrator to be able to setup.

To add an abbreviation which will be accessible to all users you can go to Admin > General Settings > Abbreviations

Select “Add Row” to create a new abbreviation or select an existing abbreviation from the list to edit.

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