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Overview
GlobalX is a land, property, and company search provider. Using the GlobalX integration with Actionstep provides document search, order history, and disbursement creation directly in your Actionstep matters.
Accessing GlobalX in a Matter
GlobalX can be accessed in a matter via the Plugins(3 dot) icon > GlobalX.
This will bring you to the GlobalX Document Search screen, on which you will be prompted to connect with GlobalX.
To connect, select the Connect button and log into GlobalX.
Searches on matters
Once connected, you are able to search, dictating the region and Search type.
Results are returned in a window to GlobalX.
In this window, you can complete your order and purchase. Once your purchase is complete, exit the window.
Order History
Below the New Search panel in the matter is the Order History of that matter. The Order History displays useful information from GlobalX about previous orders.
|
Order ID |
Unique reference for the order in GlobalX |
|
Product Description |
Product name in GlobalX |
|
Search Criteria |
Specific criteria entered for the search |
|
Status |
Some orders may take longer than others. Will say 'Pending' when in progress, 'Complete' when complete. |
|
Received |
Date the order was received |
| Downloads |
Any relevant document to download |
|
Disbursements |
Disbursements created. Clicking the amount launches the disbursement edit screen.
|
Global Order History
Order history for every matter in your system can be accessed from the Main Menu: More > GlobalX > Order History.
GlobalX Documents
When GlobalX is connected to a matter and documents have been ordered, those documents are placed in a GlobalX folder in the documents screen of the matter.
