Other Actionstep Applications
- Dakota Martin
- Robert Butler
Actionstep Office 365 Add-in
Outlook is where we spend the most time working each day.
It is counter-intuitive to leave Outlook to update other systems with information that is already in Outlook.
With Actionstep's Outlook365 Add-in you can stay in Outlook365 while you update client files with relevant documents, communications & notes, review matter status, record time, assign tasks and keep clients informed in real time.
This reduces the productivity loss of moving between systems and improves the quality of the data in your practice management system - because real time updates are more complete, timely and accurate.
The Actionstep Outlook Add-in for Office 365 lets you:
Get control of our inbox: Bulk assign emails, attachments and email threads to matters
Manage contacts: Create new contacts & edit existing contacts
Matter management: Keep matter files updated in real time with relevant documents, file activity & notes
Stay on top of matter tasks: Review, update & assign tasks
Time capture: Keep track of time & assign it to matters
Client management: Keep client files updated and clients informed in real time
Setting Up the Outlook Add-in in Actionstep Help Center
Using the Outlook Add-in in Actionstep Help Center
Gmail Add-on
The Actionstep Gmail Add-on provides a function for Gmail users to save and assign emails to their Actionstep matter. When saved, the email message and attachments become available in the corresponding matter in Actionstep. Additionally, the add-on provides basic information on parties, file notes, and tasks. It also provides links to directly access the information in your Actionstep system.
Office 365 Actionstep for Word
The Actionstep for Word add-in allows users to easily find merge fields and insert them into Word documents. This further simplifies document assembly in Actionstep, by providing a live-data preview of what information a merge field will generate before inserting it into a template in addition to other helpful features. It is available to Office 365 users in Word Online and desktop.