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Info

Document Templates in Actionstep Help Center

Additional Videos

How to create Document and email templates in Actionstep - Part 1

https://youtu.be/N0IHPNgQlWA

How to create document and email Templates - episode 2

https://youtu.be/dpgQSAfraNs

How to create document and email Templates in Actionstep - episode 3

https://youtu.be/31whpA-_-8s

Info

https://actionstep.zendesk.com/hc/en-us/articles/360054057394-Document-Template-Examples in Help Center


Hands-on

 Create a matter document

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
matter document
  • template made from a built-in template.

 

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