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How can we make Actionstep better for you?

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  1. Office Plugin - More distinguishable quick access toolbar icons

    The Office plugin 'Save' and 'Save as' icons look small and nearly identical to each other once pinned to the quick access toolbar. Could they be changed to be more distinguishable from each other?

    5 votes
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    • Create a plug in for Adobe Reader

      Can you please add a Plug In for Adobe Reader - we are a law firm and use Adobe daily. It is not time efficient having to save a document to our desktops and then upload it from our desktop to Actionstep.

      20 votes
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      • Add button to re-generate portal e-mail to clients

        Our clients get confused about the portal and often overlook or misplace the initial e-mail that invites them to create their account. On our end, we spend a lot of time switching the portal off and on or trying other tricks to re-generate that e-mail. A simple button that allows system users to re-send portal invitations to clients would make life a lot easier for everyone involved.

        36 votes
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          1 comment  ·  Admin →
        • Customization of portal notifications

          At present, portal notifications are restricted to the person who activates a client's access to the portal. That person only receives e-mail notifications if the client sends a portal message; otherwise the notification is in the Portal Chat area at the bottom of their ActionStep screen. We would like to:

          A) Designate other team member(s) to receive notifications of portal uploads AND messages (could be on a case-by-case basis or could be assigned to multiple participant types in the workflow), and/or

          B) Have the option to receive e-mail notifications of ALL portal activity by e-mail, including document uploads, so that…

          15 votes
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          • Disable portal chat

            We would like the option to disable the portal chat system-wide. Communications are confusing when clients alternate between e-mail and portal chat, and portal chat messages are only directed to the employee who activated portal access (in our office, this is rarely the person who needs to receive these messages).

            23 votes
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            • Sync Actionstep Contacts with Phone Contacts

              Customer frequently runs into issues where she receives a call from a client on her cell phone but doesn't have that client's information saved in her phone. Because of this she sometimes misses client calls or doesn't realize a client has tried to contact her.

              Since Outlook contacts can sync w/ a mobile device customer would like to be able to push clients from her Actionstep database into her Outlook contacts list.

              Allowing the Actionstep app to sync with mobile device contact lists could have a similar result.

              21 votes
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              • Applying Credits to Invoices

                Clearer way to handle Credits. Currently its quite complicated and every client has a confusion about this.

                It should be a single button to make a credit then it pops up to ask which invoice to apply it to and then click save to effect the credit.

                The way it currently stands is quite complicated

                8 votes
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                  2 comments  ·  Accounting  ·  Admin →
                • Add a way to track all user activity

                  Timesheets only work if your employee uses the timer-we want to verify time without relying on the employee. The timesheet suggestions don't track everything and this is the closest thing that is available outside of relying on the employee. This would be something helpful for disciplinary, efficiency, and/or training purposes.

                  1 vote
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                  • Shared Tasks

                    Shared tasks. Simply put, the ability to assign a task to multiple people and when it is marked done it is marked done for everyone. Instead of current system which creates the individual task on everyone's list and if marked done by one person still remains on other individuals task list. This would allow people to collaborate. If multiple people are capable of doing said task then first one who is available or gets around to it could complete the task and it could then be removed from everyone's task list and they would know it was completed and no…

                    19 votes
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                      1 comment  ·  Workflow  ·  Admin →
                    • Ability to create folders within the email tab

                      Often users would like to further categorise emails in their inboxes, sent items folders and draft folders. The ability to create new folders within these places would allow for this.

                      4 votes
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                        1 comment  ·  Email  ·  Admin →
                      • More ways to organize document templates

                        As more document templates are being added within action types, we need to be able to restrict the list to more easily find the correct template.

                        I think the best thing to implement to help find templates would be a feature to group templates together. When creating a document template, it could be an option to put the template in an existing group, or to create a new group. Then, there could be a drop-down underneath the choose template down-drop to list/search only the documents in a certain group.

                        Also, the search function needs updating. You should be able to…

                        21 votes
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                        • Adding additional Genders

                          In this age we have more genders than Male or Female. In fact facebook support over 50 types of genders. Whilst I dont think we need to go that far, I do think we need to increase the number of genders available on a contact record and have that be in line with International standards of Gender capture in database systems.

                          8 votes
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                            0 comments  ·  Contacts  ·  Admin →
                          • Integration with RingCentral

                            I think Integration with RingCentral would be awesome. Ability to track phone calls, recordings, text messages and etc. Directly in a client's file and bill for the time would be amazing. Plus integration with the contact database. Definitely a game changer and I know you guys use it for your phone service so I believe you know how useful this would be.

                            52 votes
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                            • Hide or Show Trust on Balance Sheet

                              Have an option to hide or show Trust Balances on a Balance Sheet. Main reason is that the trust balance does accurately represent the true financial position of the law firm as the trust balance is just held in clients names and is not technically an asset to the firm. Despite it being a legal liability. - having a show/hide function will give users choice of what type of balance sheet can be generated.

                              4 votes
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                                1 comment  ·  Admin →
                              • Add tags to appointments

                                It would be very useful to be able to add tags to an appointment. This way, you could filter an appointment by these tags, and easily find all court dates, telephone conferences, meetings, training, etc.

                                These tags could also be attached to a certain color, so for example, all appointments you have tagged as 'Court' are automatically red.

                                11 votes
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                                  0 comments  ·  Calendar  ·  Admin →
                                • portal email

                                  Portal - allow toggle of whether or not portal message content is included in notification e-mails.

                                  7 votes
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                                  • Ability to add "Articles" to Knowledge Base

                                    Please add the ability to create an "Article" to the Knowledge Base similar to the articles you can add via the matter wiki function. Also it would be nice to have the option to search for "partial or full" words within the KB and add the root and sub-topics to the search results.

                                    6 votes
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                                      0 comments  ·  Search  ·  Admin →
                                    • knowledge base

                                      Allow preview of documents in the Knowledge Base

                                      3 votes
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                                        1 comment  ·  Reporting  ·  Admin →
                                      • Adobe Acrobat Cloud Integration (Ability to Preview, Edit, Combine, Send & Track, E-Sign)

                                        I think that it is crucial that ActionStep integrate with Adobe Acrobat DC.

                                        I think that this should be done above all other similar integrations (included above DocuSign).

                                        Doing so will solve SO many of the other posts I have been reading in this forum.

                                        Including providing the ability to:
                                        - Edit PDF Documents
                                        - Combine PDF Documents
                                        - Preview Documents in a Preview Window
                                        - Send Large Files and Track whether recipient has downloaded them.
                                        - Sign Your Own PDF Document Electronically.
                                        - Send Documents for E-Signatures (similar to DocuSign requests) [NOTE: I currently use DocuSign for our e-signatures,…

                                        37 votes
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                                        • A report that shows both the fees billed and fees collected per lawyer on one report.

                                          One report showing both fees billed and fees collected for each lawyer. Ideally we could choose a month, or a quarter with a YTD column also.

                                          4 votes
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                                            0 comments  ·  Reporting  ·  Admin →
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