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Overview

Actionstep integrates with Microsoft Office in two ways. Both methods require you to install an Actionstep plugin (available for Windows or Mac).

1. Inside Actionstep (Windows or Mac)

When you are inside Actionstep you can open MS Office documents directly into your local copy of MS Office. If you make changes to the document and "Save" in MS Office then the changes will be saved back to Actionstep.

Be aware that many of the functions that are available to Windows users of the Actionstep Office plugin are not available to Mac users. This is due to Mac versions of Office not supporting the same functionality as Windows. This includes the options to open new documents in Actionstep from Word or Excel or saved emails to matters from Outlook.

This works with MS Office version 2011 on Mac, Office 2013 & 2016 on Windows.

2. Inside MS Office (Windows only)

If you are working in MS Office you can access documents stored in Actionstep.

Documents can be opened and edited in Microsoft Office directly from the Actionstep. Any changes can be saved back to Actionstep.

This works with MS Office 2013 & 2016. This doesn't work on the web version of Outlook.

Installing the Plugin

On Windows

Methods (1) and (2) above are included in the Actionstep Plugin for MS Office.

See Installing the Office Plugin.

On Mac OS X

Only method (1) above is supported on Mac currently. 

Instructions for installing the Actionstep Plugin for OS X

  1. Click here to download the Actionstep Plugin for OS X (mac).
  2. Unzip the plugin.
  3. Drag and drop the plugin from your downloads folder to the Applications folder
  4. Open the Applications folder and locate the Actionstep plugin
  5. Press the "Control" button on your keyboard and while it is depressed click on the Actionstep plugin.
  6. A menu should appear, click "Open". If prompted with a warning message click "Open".
  7. The plugin will then be installed (no confirmation message) and will be available from now on

Enabling the plugin

On the documents screen for a matter, click on the "Config" button located at the bottom of the left side panel below the folder list.

At the bottom of the Config menu turn the Actionstep plugin on.

The plugin should now be enabled and working.

Editing Documents

To edit a document, first select it and then click 'Open'. From the drop-down menu select 'MS Office'.

The document will then open in your local copy of Office.

 
Depending on your browser security settings you may get a warning/confirmation message.  Please confirm that you are happy to open the document.

When you save the document you will see an "Uploading" message at the bottom of the document.  This means that Office is saving the document to Actionstep.

When you have saved for the last time you can simply close the document in your local copy of Office.  The last saved version will be in Actionstep.


Troubleshooting / Compatibility

This feature works with the Office 2011 on Mac, and 2013 & 2016 on Windows. The feature doesn't work on the web version of Outlook.

Requires Windows 7 / OS X 10.10 or newer.



 

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