Actionstep + Gmail
Actionstep works where you work; right inside Gmail.
Open an email message and the Gadget communicates with your Actionstep system to suggest some matching matters (or you can do a search). It’s uncannily smart!
From within Gmail you can:
- Copy the message into the matter in Actionstep
- Save attachments to matter folders in Actionstep
- View the matter party details
- Record time against the matter
You must have a Google Apps setup for your email. A regular Gmail account will not work. Gmail and our gadget only support modern browsers including Chrome, Firefox and IE10+.
- Go to the marketplace link above
- Follow the instructions
- Once installed for your domain each user will need to authorize the gadget by clicking on “Authorize”.
- Login and return to Gmail.
- Search for an Action / Matter to get started
Find out more about how the gadget works on our userguide.