You can define some system-wide abbreviations for commonly used phrases in your time sheets and file notes. By typing the abbreviation the system will automatically expand the text when you hit the spacebar.
For information on how to set up and use abbreviations you can watch the below video or see the text beneath the video.
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See updated article in Actionstep Help Center: https:// |
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Abbreviations can be used when entering Time Records, Disbursements, File Notes, and Scratchpad Notes |
Typical examples:
CCB = Call client back
FUR = Follow-up required
DD = Document drafting
Type in Abbreviation
Hit Spacebar
Setting up Abbreviations
To setup the abbreviations go to Admin > Timekeeping > Abbreviations
Personal Abbreviations
You are also able to set up login specific abbreviations. These will replace timekeeping abbreviations if they have the same letters.
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Your name at the top-right corner > Abbreviations |
Select 'New Record' to enter in your abbreviation and expanded text before saving.
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