People always ask if Actionstep Legal Software stores documents or only links to them.
Actionstep stores your documents allowing you to access them on any device, in any location, at any time and all you need is an internet connection.
The workflow storage system inside of Actionstep is a drag-and-drop tool making managing your documents easy. They also are fully integrated with Outlook, Word, Excel, and PowerPoint.
Actionstep also stores your data and documents in several locations around the world so you never lose your information. They use bank-grade security, keeping your files encrypted and custom permissions ensure that documents can only be viewed by whom you choose.
Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data.
Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. These work well for most letters and business documents.
For complex documents that require an interview you can use HotDocs templates directly from within Actionstep.