Document Automation

Work on the Go - Blog Post - Actionstep, Ettinger Consulting, TimeMatter, Legal Software, Workflow, Law Firm, John Rehbein, Beth Etthinger
Document Storage and Management in Actionstep
Document Storage and Management in Actionstep 1000 1000 John R.

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.

Now’s your chance. We always offer free Webinars to show you the benefits of Actionstep.

Register Today!

Attendance is limited to 20 participants per webinar.

Free Webinar, Actionstep, Ettinger Consulting, John Rehbein, Beth Ettinger
Ettinger Consulting, Actionstep, Actionstep Consultant, John Rehbein, Beth Ettinger, Clio, TimeMatters, Abacus, Amicus, Document Generation, Automated Law Firm, Lawyer, Attorney
Can I generate documents in Actionstep?
Can I generate documents in Actionstep? 1000 1000 John R.

Yes!

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.

Schedule a free Discovery Meeting for a demonstration of how simple this is in Actionstep!