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Version	Old Version 8	New Version Current
Changes made by	Dakota Martin	Robert Butler
Saved on	May 11, 2022	Dec 13, 2023

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Data Import in Actionstep

https://youtu.be/m3e4Ftf8Od8

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Info
Data Import in Actionstep Help Center

Hands-on

Import contacts, matters, and parties using the attached spreadsheets.

View file

name	Contacts Import (2).xlsx

View file

name	Matters Import (1).xlsx

View file

name	Parties Import (1).xlsx

Desktop Document Import Tool

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