Personalising Your Actionstep System - Webinar and Workshop

Overview:

This is an article that contains information from our webinar on "How to Personalise your Actionstep System". 

• Watch the webinar here: 

Various workshops were run around the globe and they can be found here: 

• AU/NZ - run by Natasha Dubauskas-Reed - AU/NZ Workshop
• US - run By Sommer Clegg - US Workshop

Helpful User Guide Articles:

Uploading your Company Logo - Company Logos Userguide Article

Uploading signatures - Uploading Electronic Signatures

Profile Pictures - How to load a picture to a contact

Matter Type (Workflow) Icons - Changing matter type icon

Participant Tags - Tags - Userguide Article

Abbreviations - Abbreviations

Personalised Mailboxes - Setting up Personalised Mailboxes

What emails are sent from Personal or System mailboxes? - Automated emails

Participant Types - Participant Contact types

Gender Pronouns - Contact Gender Classifications

Custom Data - Custom Data

Calendar - Editing your Calendar and Calendar preferences