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FAQ
This article is a collection of videos that explain the changes to the admin area for Practice Pro + Accounting users.
In August 2019 Actionstep moved from an Admin menu, to a new Admin screen. This article will tell you where to find the items that used to be under the Admin menu on the new admin screen.
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The items are displayed in the order that you see them on the old admin menu. Click on the link to the right of the menu above to go to the video on that part.
Integrations
Views
Workflow Intro
Workflow Part 1 (Folders, Doc Templates, Email Templates, Related Actions, Wiki)
Workflow Part 2 (Matter Data)
Workflow Part 3 (Step report, Participants, Matter Type Properties)
Participants
General
Document Templates
Permissions
Accounting
Timekeeping
Billing Settings
Import Data
Trust Accounting
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Timekeeping |
The items are displayed in the order that you see them on the old admin menu. Click on the link to the right of the menu above to go to the video on that part.