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Info

https://support.actionstep.

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com/

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support/

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solutions/articles/

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150000019701-

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edit-

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workflow-

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step-

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screen-trust-

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accounting-data in Actionstep Help Center

Hands-on

  •  Add trust accounting to a step change in your Bankruptcy matter type.
  •  Move to that step to access the settings.

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