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Can I sort the documents by date, or other attributes?

Yes.  In the documents page within an action click on the "List View" button.  You will then be able to sort by any of the available columns.

Can Actionstep store my documents?

Yes, you can store any type of document (documents, spreadsheets, photos, videos, etc) in Actionstep.

How much storage space am I allowed?

As part of your monthly access fee you are allotted 2GB per year per user. So if you have 5 users you will have 10GB to start, 20GB in year 2, and 30GB in year 3. This is normally more than enough but you can purchase additional storage if necessary. Additional storage can be purchased for $1/user/month for an additional 10GB per user. So if you have 5 users you will get an additional 50GB of storage by paying $1 extra per user per month.

Note: The above extra storage costs may be higher in New Zealand. Clients hosted in New Zealand should contact sales@actionstep.com for a quote on extra storage.

Can I search inside documents, including PDFs?

Yes you can. Actionstep has a powerful search engine that allows you to search all documents and will only return results that you have permission to see. Regular PDFs are searchable but scanned PDFs are not (unless you run these through an OCR process before uploading).

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You can download more than one document at a time. Just select the documents you want then use the Download option. Actionstep will add all the selected files to a zip file which will be downloaded through your browser. You can also select folders to be able to download all the documents and sub folders within that folder into a zip file. If you want to zip all documents, folders and sub folders from a matter it may be easier to move them all to a folder first, then download that folder. 

Can I automatically assemble documents from templates?

Yes you can, either using Actionstep's built-in document assembly features or using our HotDocs integration.

Do you have precedent/template libraries available?

Yes, some templates are available via our Marketplace, and more are being developed each month. Contact Actionstep Sales for more information.

Do you have Optical Character Recognition (OCR)?

Actionstep does not have OCR when a document is uploaded to Actionstep. If you have a scanner that supports OCR then you can upload the scanned documents to Actionstep and they will become searchable. There are also several PC utilities that allow you to OCR documents prior to uploading them to Actionstep.

Is there a way to do document versioning so that you can tell the progress of revised documents in negotiations and drafts?

Not versioning as such. However most of our clients combine the track changes feature in MS Word along with uploaded files with different version number to the matter. You can also use the Portal/Secure Document Exchange to track comments around specific documents between authors (and external parties, like your client, if you wish).

Is there a way to document stamp Word documents so that everyone using the document knows which version they are reading if printed out?

Many clients use the document title in a merge field in the footer of the document and update this with each revision.

Is there an option to backup the document database to my local server in case of internet outage?

You can download the individual documents from Actionstep and save copies locally or request a backup of your entire system from time to time. However there is no automated sync to local storage. 

How do you change the default document folder structure for Actions Types (matters)?

Click on the cogs icon>workflow>Action Types
Select the Action Type
Select Folders in the left hand menu
Add, change or delete Folders

You may need to check that you have permission to amend folders other system users have created.  The permissions are set in the system role > system object permissions area under "Documents table".  You may need can-write access to the action type itself. 

To change the folders for an individual Action open the Action, and click on the Folders icon and Folders View. Create a Folder, or click on the boxes next to the existing Folders to edit.

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