Setup

• Supported Browsers for Actionstep Products
• Accounts Receivables Import Guide
• Importing Participant Custom Data
• Logging in with Microsoft or Google (SSO)
• How to set up Document editing via OneDrive
• How to Change List-View Rows Per Page
• Migrating Work in Progress (WIP)
• Company Contact Record
• Migrating from Other Systems
• Import from Rocket Matter
• General Imports
• Import from Daylite
• Import into Actionstep from Time Matters
• Importing into Actionstep from Lawbase
• Importing into Actionstep from CounselPro
• Exporting Data from Leap to Import into Actionstep
• Exporting Contacts from Clio to Import into Actionstep
• Import Tips & Tricks
• Mobile App
• Criminal Barrister App (NZ)
• System Setup
• Opening or displaying a trust account as part of a step change
• Employee File Add-on
• Other contact info (Skype, Facebook, Twitter, etc.)
• Data Import FAQ
• Allowing your browser to save cookies from websites
• Setting the First Day of the Week
• Adding Public Holidays to Your Calendar
• Actionstep Marketplace
• The Launch Pad