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Documents are stored in "drives" and drives may be divided into folders.  

Internal Drives

Actionstep has three internal drives:

• Action Documents (may be called Matter Documents on your system depending on your settings). 
• Email attachments: Attachments to messages saved to each action
• Documents Trash: A temporary area for any deleted documents. You can recover documents from trash or delete them permanently.

External Drives

You can also connect some external third party storage plugins to Actionstep.  Currently Google Drive, DropBox, Box and NetDocuments are supported.

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To connect an external drive click on the Admin button at the bottom of the action documents page and enter your login details. The drive will then appear on the list on the left of the Document page.

When you connect an external drive Actionstep will create folders the Actionstep and Organisation folders. When you access the drive under a matter it will create a folder in your drive with the name of the matter id under a directory tree structure "Actionstep > (organization key) > Actions"

For example if your organization key is "goodlawyers" and you want to see documents in action ID 5648 then the folder structure on the external drive will be:

• Actionstep
  • goodlawyers
    • Actions
      • 5648

If your external drive is already organized under this structure then Actionstep will connect the existing folders to the associated actions instead of creating new ones.  

Dropbox

When using the Dropbox plugin, once you have created the matter folder structure in Dropbox by adding a folder into the Dropbox folder, you are then able to add documents from DropBox back into the matter by adding them into that newly created matter folder.

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In the screenshot, the 'Getting Started' pdf was added into the Actionstep matter from Dropbox.

Copying/Moving Documents Between Drives

You can copy/move one or more documents between drives by selecting the documents and then choosing Move/Copy from the context menu or right-click menu.

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