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Basic Setup of Actionstep

$750.00 AUD
Approx $522.75 USD

Description:

***GENERAL SETUP AND CONFIGURATION***

This is the basic setup of the Actionstep system and is required for all implementations ofActionstep
  • Database Setup - Email Configuration for Sending email with your domain (Exchange, Google or Office 365 Only)
  • Up to 10 Matter Type Workflow Creation (Open & Close Workflow only with Default participants being Client, Client primary Contact & Lawyer only)
  • Setup of Users - all users have either 'User' or 'Administrator' Access
  • Setup of Matter List Views for listing matters by status or other criteria (Open Matters & Closed Matters)
  • Advice and instructional assistance on installing and enabling the Microsoft Office Integration for Actionstep (Office 2013/2016 & Office 365 Only)
  • Setup of one Standard Letter Template automated to merge Client and Lawyer details - Setup of Actionstep Portal for sharing documents externally