Contact Support
FAQ
Overview
This article contains answers to common email questions.
Why can't I send emails?
If you are unable to send emails in Actionstep, it may be that you haven't set up mailboxes. Actiosntep uses mailboxes to send manual and automated emails. Some email functions in Actiosntep require a system mailbox, while others can use a personal mailbox.
To ensure your mailboxes are set up, see:
Another possibility is that the connection between Actionstep and your email has been disrupted. If this is the case, please disconnect and reconnect your mailboxes.
Does Actionstep email sync with my inbox?
Actionstep email does not explicitly sync with your inbox.
POP3 collection can pull emails from an inbox into Actionstep. Other methods of getting emails into Actionstep are manual.
For more information on inbound email, see Email in Actionstep
Why aren't my client portal message sending?
The Client Portal cannot be used if there is no system mailbox defined.
Why am I getting so many emails in my Unassigned Inbox?
This occurs when POP3 is set up in Actionstep and the emails do not have proper routing information to be assigned to a valid matter/invoice.
How do I mark inbound emails as read after forwarding?
Please see How to Mark Inbound Emails as Read After Forwarding
How can I add an email or disclaimer to my email messages?
Please see Email Signatures and Disclaimers
Why am I receiving a copied email?
Please see Why am I receiving a copied email?
How do I Attach Multiple Documents to an Email Message?
In the Documents folder view select several documents and then click the icon at the top of the list that says share and select "Email" (see screenshot below).
I received a "Failed Processing Email" message
You may receive an email message if Actionstep receives something that it cannot process or an email bounces back. Very infrequently you might get an email sent to you with the subject Failed processing email.
The cause of these emails will vary but one that happens more often than not is that Actionstep has received an email that it cannot read. This can be caused by many issues such as spam, or corrupted messages. Sometimes the messages are sent from an old email client, one that does not use modern characters which has made the email unreadable. Often we are not even able to confirm the address that the message came from
The message will have a copy of the email attached and you might be able to open it in another email client such as Outlook to read the message. If the message is blank then that client could not open the email either.
The purpose is to let you know that we received an email we could not process. On the chance that you might have an email client that does open the email we attach it to the message.
Is there a file size limit to the emails I receive and sent through Actionstep?
When sending emails out of Actionstep there is a limit of 50Mb per email. If an email and/or its attachments exceed 50Mb the user will receive an error message. If you are often sending large attachments consider using the Client Portal as an alternative.
There is no limit to the size of emails that are received into Actionstep though there is likely to be a limit set by the mailbox that you have Actionstep set to pull from.