Overview of Actionstep

• What's new in Actionstep?
• Actionstep Overview
• Actionstep Terminology
• Security
• My Profile
• Setting up Multi-Factor Authentication (2-Step Authentication)

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Overview of where to get help

• Using Actionstep and Where to Find Help
• Organization Key (orgkey)
• Finding Your Subscription Level

Contacts

• Contacts
• Contact Card Overview
• Adding a Contact
• Editing a Contact
• Deleting a Contact
• Removing Duplicate Contacts

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Matters

• Matters
• Matter Types
• Matter Screen Overview
• Creating a Matter
• Editing a Matter
• Deleting a Matter

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Time Management

• Creating a Time Entry
• Viewing Your Timesheet
• Editing Time Entries From Your Timesheet
• Time Entry - Bill Behavior

Tasks

• Tasks - Overview
• Adding a Task
• Editing a Task
• Deleting a Task
• Viewing Tasks
• Task Notifications

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Document Management

• Documents Overview
• Opening, Editing and Saving Documents
• Using the Plugin - Word, Excel & PowerPoint
• Opening Documents Using Office Online
• Opening Documents Using Office via OneDrive
• Opening Documents Using Google Docs

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Email Management

• Using the Outlook Add-in
• Using the Gmail Add-On
• Using the Outlook Plugin
• Introduction to Emails

Views

• Using Custom List Views
• Heads Up Rules

Advanced Search

• Advanced Search
• Conflict Check Report

Client Portal

• Client Portal Overview
• Updating Email Address for the Client Portal
• Portal Chat

Billing

• Fee Estimates
• Quick Codes

Calendar

• Calendar Overview
• Adding/Removing Calendars
• Using Actionstep Calendar
• Using Outlook Calendar
• Using Google Calendar
• Editing Your Calendar

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Webforms

• Webforms

SMS

• Using SMS Alerts

Wiki

• Matter Wiki