Webinars & Events

Connect with us as we transmit our most recent discoveries.

Webinars & Events

Webinars

16 May 2018 - 2:00PM NZST

Speed up your accounting with transaction templates

Accounting can become a time-consuming task. Luckily, Actionstep has transactional templates to help you speed things up. These pre-configured templates make accounting data entry faster and easier. Join us for this webinar as we show you how to create transactional templates, and how they can dramatically increase your productivity.
24 May 2018 - 2:30PM NZST

Document Merge Fields - Repeating Blocks of Text

Actionstep is full of time-saving tools that allow you to work more efficiently, and one of these tools are merge fields. By utilising them to repeat blocks of text, you could potentially save hours on data re-entry! These can be used in many different areas, such as your company’s email signature, bill templates, statements, and more.
In this webinar we will cover merge fields in Actionstep, how to use them, how to create your own, and tailor them to suit your firm.
29 May 2018 - 3:00PM NZST

InfoTrack and Actionstep Integration

If power and functionality are what you need, then look no further. Actionstep is the most powerful cloud-based practice management software available for your conveyancing firm. It has everything you need including case management, integrated billing and accounting, and more.
A seamless integration with InfoTrack makes conveyancing simple. Take advantage of the intelligent search functionality, and save time with built-in settlement and apportionment calculators, allowing you to improve productivity, increase profitability, and stimulate growth.
6 Jun 2018 - 3:30PM NZST

Using Divisions in Actionstep

A “Division” in Actionstep effectively works as a separate entity in the system. It creates a clear separation of records, or viewed as one record depending on its configuration. In Actionstep, you use divisions to run multiple processes, such as the accounts of more than one company from the same database.
In this webinar we will cover divisions in Actionstep, how the work, and how to effectively use them for your firm.
14 Jun 2018 - 2:00PM NZST

Document Merge Fields - Calculated Merge Fields

Calculated merge fields allow you to add complexity to your document templates. You are able to do basic calculations to other fields, adding days to dates, adding an amount to a field or removing one amount from another. With Calculated merge fields you can make one document suitable for a number of situations.
In this webinar, we will help you put the final touches on your document templates with calculated merge fields.
20 Jun 2018 - 12:00PM NZST

Searching for Information in Actionstep

Actionstep has powerful built-in search functionalities that you can customise to suit your firm’s needs. You can allow and restrict users’ search based on their permission levels in the system, and by utilising the advanced search, you can generate searches within documents, emails, and more.
In this webinar, we will cover the search options and functionalities in Actionstep from simple through to the advanced, and explore the different ways you can find the information you are looking for.

Events

  • May
    17, 2018

    Actionstep Lunch & Learn: Webforms & The Client Portal

    Brisbane, Sydney - This month's Lunch & Learn focuses on a couple of Actionstep's funky features - Webforms and the Client Portal. Webforms and the Client Portal are unique, clever and customisable features of Actionstep which allow you to connect with your clients, both prospective and current. Please note this Lunch & Learn will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise and we can tailor our session accordingly.

    Learn more & register