There is a two step process to installing the Actionstep Office plugin. First you must install the plugin on your PC, then authorize the plugin. See the video or instructions below for more detail.
An update to how MS Office works in Mac OS means that functionality for Actionstep's Office plugin is no longer available. Actionstep will release a version which will work fully in Mac's but there is no current ETA. See this Notice to users for more information.
How-To Install Video
Step 1: Download and install the Plugin
Just click the button below and follow the instructions on screen.
If you have any issues with installing or having the the plugin appear once installed see our Microsoft Integration FAQ page. There are several trouble shooting options available.
You may need to have administrator access to your PC to install a new program. This will depend on the security settings on your PC. Talk to your IT consultant if you need to be given this access.
Step 2: Authorize
Regardless of which Office product you open, you should see a new tab at the top called Actionstep. Click on this and then click the Authorize button. If you do not see the Actionstep tab, see our Microsoft Integration FAQ page. There are several trouble shooting options available.
You will be prompted to login to Actionstep.
If you have access to more than one Actionstep system, you will have to select the system you wish to connect to. Click the Accept button to finish the process.
Please be aware that the current implementation of the plugin only allows you to be logged into the plugin on a single PC at a time. If you want to log into the plugin from a different workstation, you will need to reauthorize the plugin each time.