By using Actionstep as your email client, you can manage everything in one system. Pull documents from a matter, attach them to an email, create email templates using Actionstep’s powerful document assembly technology, and much more. In this webinar we will show you how to access, create, and send emails, as well as covering other features of using Actionstep for email.
Maintaining an up-to-date employee register can become a time-consuming task, especially as your firm grows in size. To help manage this, Actionstep has created an free Employee File workflow, making the process of hiring and managing new employees simple, and helps ensure nothing gets missed. It goes through the hiring process, through to the management of staff, leave requests, and more. In this webinar, we will show you how to install this workflow, get set up, and running it in your Actionstep system.
Webinar: Track, Plan and Grow with the Sales Pipeline
Budgeting and forecasting are key areas to focus on when planning and growing your firm. The Sales Pipeline in Actionstep helps you manage this, by giving you a seamless flow of information, where you can enter and track potential income, view the results, generate reports, and more. In this webinar, we will show you how to record Sales Pipeline details against your matters, add this into a Workflow, and view the results in a list view.
Tags allow you to categorise items in Actionstep, and help find information and data with ease. Tags are a great time-saving tool; they are simple to create, and easy to apply. In this webinar we will show you how to create tags in Actionstep, and apply these to documents, tasks, contacts, and more.
Actionstep’s Marketplace is where you can find and install free add-ons, helping you improve and enhance your system, and automate some of your day-to-day tasks. These pre-built workflows can help manage your Passwords, Insurance policies, Deeds and more. Join us for this webinar as we cover what each pre-built workflow can provide, and how to install these into your system.