Videos

Below are links to select ActionStep instructional videos. For new ActionStep users It is recommended that the videos be viewed in the order in which they are listed.

• ActionStep Overview                       
• Matter Searches                       
• Contact Searches                      
• Contact Concepts 
• Quick Search                     
• Document Management                       
• Calendar                       
• List Views                       
• Time Recording                       
• HotDocs Integration
• Saving an email and attachments from Outlook to Actionstep
• Email
  • Attaching Actionstep documents to Outlook emails
• Billing
  • How to set the closing date for invoices
  • Making Payments in Actionstep
  • Entering unpaid invoices from a previous billing system into Actionstep
• Actionstep EBM
  • How to write-off some or all of an invoice created in Actionstep Classic billing (Before you upgraded to EBM)
• Accounting
  • Adding & Templating Bank Transactions
  • General Ledger Journals
  • Advanced Topics Accounting May 2013