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
- Billing
- Actionstep EBM
- Accounting
- Adding & Templating Bank Transactions
- General Ledger Journals
- Advanced Topics Accounting May 2013