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FAQWith so many ways that Actionstep can be customized, you need some help with understanding it and you will get that all in this section.
General Settings
- Actionstep Price Increase - July 20, 2022
- Uploading User's Electronic Signatures
- Unable to change step due to portal user
- Data Source: trust Balances
- Adding a Division
- What is a Division?
Matter Types
- Step Change: Billing Settings
- Basic Family Law Add-on
- How to change or add a matter type (workflow) icon
- How to Change a Matter's Primary Contact
- Default Task Notifications
- Adding Steps Inside a Matter - Inline Configuration
Billing Settings
- How to Change the Default Time Entry Behavior for Hourly Invoices
- How to Change the Default Time Entry Behavior for Fixed Fee Invoices
- Turning on General Retainer
- Setting Up Expense/Disbursement Templates
- Billing Settings
- Rate Labels
Integrations
- Introduction to the Xero Integration
- Using the Word Add-in - Template Builder (for Office 365 only)
- Zapier Integrations Library
- Unable to open documents via OneDrive
- Xero Integrations - Removing Trust Transactions from Express/Practice Pro existing systems
- Infotrack
- Inbound Email/POP Collection
- Email in Actionstep
- Installing The Gmail Add-on - Personal Email
- Changes to the Email Admin Screen
- Email & SMS Admin
- Why am I receiving a copied email?
Document Assembly
- Outstanding Client Invoice Merge Fields
- Installing the Office 365 Actionstep for Word Add-in
- Merge Field with Salutations
- Document Template "Failed Generating" error
- Check Template Examples
- Merging Logos
Permissions
- How to Remove the Tasks Menu Item from a Matter
- How to Remove the Documents Menu Item from a Matter
- How to Remove the File Notes Menu Item from a Matter
- Hiding the Report Menu Item on the Home Screen
- Hiding the Document Menu Item on the Matter Screen
- Hiding the Accounting Menu Item on the Home Screen
Accounting
Trust Accounting
- Can I edit a trust reversal?
- ASB Integration (NZ Customers)
- Electronic Funds Transfer Requisition Process - Australia Uniform and Queensland Rules only
- Using Electronic Batches
- Reversing Trust Entries
- Importing Interest on Trust Investment Accounts
Subscription Settings
Webforms
Pre-configured Matter types
SMS Alerts (Text messages)
Other Admin functions
- How to Remove Box Intergration
- How to Remove HotDocs Intergration
- How to Remove Dropbox Intergration
- How to add File Notes for Documents
- How to remove your Business logo?
- Matter List View - Show only Closed Matters