The Actionstep tab
Once the plugin has been installed you should see an Actionstep tab in the top menu of the program you are using, be it Word, Excel or PowerPoint.
Opening Documents
To open a document from Actionstep, click the Open button on the Actionstep tab.
You can then search for a matter and browse its document folders to select the document you wish to open.
Saving Documents
To save a document to Actionstep, click the Save button on the Actionstep tab. You can then search for a matter and find the folder you wish to save the document to.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360020470034-Using-the-Plugin-Word-Excel-PowerPoint |