Actionstep Power User Session 3 of 3: Document Coding and Automation

Actionstep Power User Session 3 of 3: Document Coding and Automation

Your firm’s Power User is the ‘on the ground’ user and ‘go to’ person who understands all the in’s and out’s of Actionstep’s powerful practice management technology.

In this Masterclass series, attendees will leave with knowledge and skill to be an exceptional Actionstep Power User, and bring this benefit back to your firm.

These highly beneficial and intensive sessions have limited availability of only 10 seats. This ensures each attendee receives direct, one-on-one training and assistance specifically relevant to your firm.

Power User Session 3 of 3 – Document Coding and Automation

At the forefront of Actionstep is its document automation ability, which allows you to create document templates that automatically populate with client data, matter data and custom data.

What a way to save time and reduce errors!

During this Masterclass, you will learn how to:

  • Find the resources to assist with creating and coding a document template
  • Create a coded document
  • Where to upload and access document templates
  • Create custom merge fields

This truly is a session that will bring plenty of value to your business.

Morning tea will also be provided.

If available to you, we recommend you bring your own laptop to access your Actionstep account during the session, as well as a document template from your firm to code during the class.

Please note this Masterclass will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise and we can tailor our class accordingly.

Location & Dates

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Price: $300 + GST + bf

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