| Note |
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An update to how MS Office works in Mac OS means that functionality for Actionstep's Office plugin is no longer available. Actionstep will release a version which will work fully in Mac's but tehre there is no current ETA. See this Notice to users for more information. |
Introduction
If you are using Microsoft Office 2013 or 2016 on Windows 7, 8 or 10 then you can install the Actionstep Office Add-in that will allow your copy of Office to communicate directly with Actionstep.
Outlook
Saving Emails to Matters in Actionstep
When you click on a message in the Outlook inbox the plugin will query your Actionstep system and return a list of matters by comparing the sender and recipients in the message to the matter participants in Actionstep. If a match is not found you can do a quick search in the bar for the matter.
Once a match is found you can "link" the Outlook message to the matter and then upload a copy of the entire message (including attachments) to Actionstep. The original message will remain in Outlook.
Copying Attachments to Document Folders
Once uploaded, the entire message, including attachments, will reside in Actionstep. If you wish to copy any, or all, of the attachments from the email message in Actionstep to document folders in the matter then you can do this from within Outlook by clicking on the documents icon.
Sending or Replying to Emails in Outlook
When you send, or reply to, an email in Outlook the Actionstep panel will display in the email edit screen, allowing you to upload a copy of the outgoing message to a matter in Actionstep.
Word, Excel & PowerPoint
Saving files to Actionstep
Files can be saved to Actionstep by clicking the Save or Save as button in the Actionstep tab. This will open a browser allowing you to select the Matter and folder that the document will be saved to.
Opening files from Actionstep
When you click on the Open button in the Actionstep tab, a file browser will open that allows you to search for matters and look through their document folders. You can then select a file and open it inside Office.