Preparing documents is time consuming and prone to errors.

Work smarter.

The ActionStep document generating system helps you:

• Automatically generate documents such as client letters and contracts.
• ActionStep collects any amount of custom data – adjustable for any type of case – and inserts it into predefined document templates.
• Document generation can be built into workflows to really boost efficiency.

Data merging isn’t just restricted to inserting names and addresses – any range of data can be captured and used – and it’s smart enough to produce complex documents. Pronouns are gender and plural specific (he, she, them, his, hers, theirs).

Preview, edit and replace on the fly

Upload

Upload any file (including Word, Excel, pdf, images, audio, video) and store it in its original format. Then collaborate with other staff, modify and update it as desired.

Organize

Keeping all your information in one centralized location is no longer a nice-to-have.

Store documents in the ActionStep Intranet or upload them to the related contact or project record, so they’re easy to find.

Search

Files can also be quickly located using ActionStep’s powerful search engine – even by searching for key words contained within text-based documents.