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70 articles in this collection
Written by Duncan McDougall, Dakota Martin, and Actionstep Team
Training

Knowledge Base

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Written by Actionstep Team
Updated over a week ago

Knowledge Base - Sharing Content Between Actionstep Systems

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Written by Actionstep Team
Updated over a week ago

Knowledge Base - Adding Documents

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Written by Actionstep Team
Updated over a week ago

Knowledge Base - Adding Web Links

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Written by Actionstep Team
Updated over a week ago

Knowledge Base - Adding Topics

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Written by Actionstep Team
Updated over a week ago

Knowledge Base - Managing Content

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Written by Actionstep Team
Updated over a week ago

Glossary

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Written by Actionstep Team
Updated over a week ago

Participant (contact) Panels

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Written by Actionstep Team
Updated over a week ago

Custom Participant data

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Written by Actionstep Team
Updated over a week ago

Participant (contact) Types

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Written by Actionstep Team
Updated over a week ago

Contacts vs. Parties

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Written by Actionstep Team
Updated over a week ago

General FAQ

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Written by Actionstep Team
Updated over a week ago

Alerts

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Written by Actionstep Team
Updated over a week ago

Matters

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Written by Actionstep Team
Updated over a week ago

Customer Relationship Management (CRM)

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Written by Actionstep Team
Updated over a week ago

New User - Creating Your First Matter

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Written by Actionstep Team
Updated over a week ago

Free Trial Help

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Written by Actionstep Team
Updated over a week ago

Customise and Automate Your Processes

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Written by Actionstep Team
Updated over a week ago

Using List Views

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Written by Actionstep Team
Updated over a week ago

Matter Types

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Written by Actionstep Team
Updated over a week ago

Actionstep Sales and Support Office Operating Hours

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Written by Actionstep Team
Updated over a week ago

Quickstart Guide

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Written by Actionstep Team
Updated over a week ago

Navigation Basics

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Written by Actionstep Team
Updated over a week ago

Creating a Contact Record

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Written by Duncan McDougall
Updated over a week ago

Billing Basics

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Written by Actionstep Team
Updated over a week ago

Time Recording Basics

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Written by Actionstep Team
Updated over a week ago
Setup

Accounts Receivables Import Guide

This article describes the proper use and function of the Accounts Receivables Import.
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Written by Dakota Martin
Updated over a week ago

How do I carry out a data import into Actionstep?

Import Data - This article describes the process of performing a data import and offers reference files to help in the process.
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Written by Actionstep Team
Updated over a week ago

Importing Participant Custom Data

Use the Default Contact Types import to enter or update participant custom data.
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Written by Dakota Martin
Updated over a week ago

How to set up Document editing via OneDrive

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Written by Actionstep Team
Updated over a week ago

How to Change List-View Rows Per Page

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Written by Actionstep Team
Updated over a week ago

Migrating Work in Progress (WIP)

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Written by Actionstep Team
Updated over a week ago

Migrating from Other Systems

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Written by Actionstep Team
Updated over a week ago

Import from Rocket Matter

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Written by Actionstep Team
Updated over a week ago

General Imports

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Written by Actionstep Team
Updated over a week ago

Import from Daylite

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Written by Actionstep Team
Updated over a week ago

Import into Actionstep from Time Matters

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Written by Actionstep Team
Updated over a week ago

Importing into Actionstep from Lawbase

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Written by Actionstep Team
Updated over a week ago

Importing into Actionstep from CounselPro

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Written by Actionstep Team
Updated over a week ago

Exporting Data from Leap to Import into Actionstep

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Written by Actionstep Team
Updated over a week ago

Exporting Contacts from Clio to Import into Actionstep

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Written by Actionstep Team
Updated over a week ago

Import Tips & Tricks

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Written by Actionstep Team
Updated over a week ago

Criminal Barrister App (NZ)

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Written by Actionstep Team
Updated over a week ago

Actionstep Mobile App

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Written by Actionstep Team
Updated over a week ago

System Setup

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Written by Actionstep Team
Updated over a week ago

Actionstep - Introduction Video

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Written by Actionstep Team
Updated over a week ago

Opening or displaying a trust account as part of a step change

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Written by Actionstep Team
Updated over a week ago

Employee File Add-on

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Written by Actionstep Team
Updated over a week ago

Other contact info (Skype, Facebook, Twitter, etc.)

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Written by Actionstep Team
Updated over a week ago

Data Import FAQ

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Written by Actionstep Team
Updated over a week ago

Allowing your browser to save cookies from websites

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Written by Actionstep Team
Updated over a week ago

Setting the First Day of the Week

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Written by Actionstep Team
Updated over a week ago

Adding Public Holidays to Your Calendar

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Written by Actionstep Team
Updated over a week ago

Actionstep Marketplace

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Written by Actionstep Team
Updated over a week ago

Workstation Preparation

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Written by Actionstep Team
Updated over a week ago

The Launch Pad

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Written by Actionstep Team
Updated over a week ago

Logging in and out

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Written by Actionstep Team
Updated over a week ago

Add an Actionstep Login Button to Your Website

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Written by Actionstep Team
Updated over a week ago

What integration to use for your email and documents

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Written by Actionstep Team
Updated over a week ago

Practice Pro + Accounting VS. Practice Pro + Accounting Classic

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Written by Actionstep Team
Updated over a week ago

Welcome to Actionstep!

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Written by Actionstep Team
Updated over a week ago

Understanding the options for your Accounting

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Written by Actionstep Team
Updated over a week ago

Company Contact Records

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Written by Duncan McDougall
Updated over a week ago

Company Logos

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Written by Actionstep Team
Updated over a week ago

Workflow Creation

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Written by Actionstep Team
Updated over a week ago

Accounting Setup

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Written by Actionstep Team
Updated over a week ago