Overview:
This is an article that contains information from our webinar on "What's New".
- Click on the following link to watch the webinar: What's New? Webinar
Links to the Partner Integrations mentioned in the webinar:
- Konekta - https://www.actionstep.com/integrations/konekta
- Bundle Docs-https://www.actionstep.com/integrations/bundledocs
- Speechwrite - https://www.actionstep.com/integrations/speechwrite
- Zapier - https://www.actionstep.com/integrations/zapier
Helpful User Guide Articles:
Changes to Support:
- How to Contact Support - Changes to Support
Outlook Add-in Assign Emails to a Matter (Coming Soon) :
- Outlook Add-in Assign Draft Emails to a Matter (Coming Soon) - What's new in Actionstep
- How to Set up Outlook Add-in -Setting up Actionstep's Outlook add-in for Office 365
- FAQ for Outlook Add-in -Outlook add-in for Office 365 FAQ
- How to use Outlook Add-in - Using Actionstep's Outlook add-in for Office 365
Word Add-in for Office 365:
- How to Install Word Add-in for Office 365 -Install the Word Add-in for Office 365
- How to Use Word Add-in for Office 365 -Using the Word Add-in. - Template Builder
Merge Fields to Display Outstanding Bills for a Matter:
- Outstanding Client Invoice Merge Fields - Outstanding Client Invoice Merge Fields