Actionstep runs in the "Cloud" so all you really need is a web browser and an Internet connection to access it from any type of computer. However, to maximize your Actionstep experience it is best to do some preparation.
Web Browsers
Actionstep runs on all common web browsers including Chrome™, Internet Explorer™, Firefox™, and Safari™. Make sure your browsers are updated to the latest versions.
Windows™ Users
If you're using Windows it is best to upgrade to Windows 7 or higher.
Microsoft Office™
To use the direct integration with Outlook™ you need Office 2013 or Office 365 (business edition).
Calendar Sync
You can attach your Exchange, Office 365, or Google calendar to Actionstep. Make sure all your appointments are up to date in your preferred calendar before connecting this to Actionstep.
Create a new mailbox on your domain (e.g. matters@yourdomain.com) and make a note of the username, password, POP and SMTP settings. If possible create this mailbox as a catch-all/wildcard address.
Second Monitor
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Please, see updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360052264853-Workstation-Preparation |