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Dakota Martin

Dakota Martin

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Hands-on

  •  Create a matter document template.
  •  Upload and generate a matter document template.

 

Built-in Templates

Actionstep systems offer built-in templates for invoices/bills, deposit slips, receipts, payments, and statements. ​

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Practice Pro and Practice Pro + Accounting users can download the built-in templates for further customization and upload them for use in their system. While they can start with the built-in templates (recommended), users can also create templates from scratch. ​

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Hands-on

  •  Download a built-in bill template.
  •  Edit a built -n template.
  •  Upload and generate a template made from a built-in template.

 

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