Training

• Welcome to Actionstep Academy!
• Knowledge Base
• Knowledge Base - Sharing Content Between Actionstep Systems
• Knowledge Base - Adding Documents
• Knowledge Base - Adding Web Links
• Knowledge Base - Adding Topics
• Knowledge Base - Managing Content
• Glossary
• Participant (contact) Panels
• Custom Participant data
• Participant (contact) Types
• Contacts vs. Parties
• General FAQ
• Alerts
• Matters
• Customer Relationship Management (CRM)
• New User - Creating Your First Matter
• Free Trial Help
• Customise and Automate Your Processes
• Scratchpad
• Using List Views
• Meet with Customer Success
• Additional Scenarios
• Matter Types
• Quickstart Guide
• Navigation Basics
• Creating a Matter
• Creating a Contact Record
• Creating a Task
• Billing Basics