Personalizing Your Actionstep System - Ask An Expert

This is an article that contains information from our Ask An Expert Webinar on "Personalizing Your Actionstep System" learn how to personalize your Actionstep to suit your law firm!

Click here for a copy of the presentation slides: Ask an Expert - Personalizing Your Actionstep System.pdf

Helpful User Guide Articles:

• Company Logos
• Uploading Signatures
• How to change a matter type icon
• Tags
• Abbreviations
• Setting up a personal mailbox
• Email in Actionstep
• Participant Types
• Contact Gender Classifications
• Configuring Matter Data on your Matter Types
• Editing your calendar