Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

https://youtu.be/Spnj6dy2TKk

https://actionstep.zendesk.com/hc/en-us/articles/360052208654-Actionstep-Templates in Actionstep Help Center

https://youtu.be/N0IHPNgQlWA

https://youtu.be/dpgQSAfraNs

https://youtu.be/31whpA-_-8s

https://actionstep.zendesk.com/hc/en-us/articles/360054057394-Document-Template-Examples in Help Center


Hands-on

  • Create a matter document template.
  • Upload and generate a matter document template.

 

Built-in Templates

Actionstep systems offer built-in templates for invoices/bills, deposit slips, receipts, payments, and statements. ​

​

Practice Pro and Practice Pro + Accounting users can download the built-in templates for further customization and upload them for use in their system. While they can start with the built-in templates (recommended), users can also create templates from scratch. ​

Hands-on

  • Download a built-in bill template.
  • Edit a built -n template.
  • Upload and generate a template made from a built-in template.

 

Continue to Merge Fields =>

  • No labels