Edit Microsoft Word documents and assign emails to actions without opening Actionstep. For Office 365, 2019, 2016 & 2013
Introducing the all-in-one plugin for Microsoft Office (Desktop).
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Create or edit documents in Microsoft Word and instantly save to Actionstep
Assign emails to your Matters from within Microsoft Outlook.
Create file notes in Outlook
Add tasks right inside your emails
Current version: 2.0.9.8 Release date: Apr 7, 2020
Please note:
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If you use Office 365, use our Outlook Add-in for Office 365 for email & this plug-in for Word.
The plugin is not compatible with Office Software that has been downloaded through the Microsoft Store. The Microsoft Office plugin can only be installed on a Windows PC (7, 8, 10) with Office 2013 or 2016 installed.
Please note: the Microsoft Office plugin can only be installed on a Windows PC (7, 8, 10) with Office 2013 or 2016 installed.
Download the plugin by clicking on the “Get” button. An .exe file will be saved to your computer.
Once downloaded, double click on the exe file.
Follow the installation wizard.
Restart all Microsoft Office Applications (Outlook and Word) and the plugin will activate.
Setup Once installed, you will see an Actionstep panel in your Outlook screen, or an extra tab in Word.
To link the plugin to Actionstep:
Microsoft Word Plugins
Click on the link in the Actionstep panel inside Outlook or the “Authorize” button in Word
Login to Actionstep
Copy the Authorization Code from the screen
Cut and Paste (or type) this into the Actionstep panel inside Outlook
Click the button to complete authorization
Microsoft Outlook
Saving Emails to Matters in Actionstep When you click on a message in the Outlook inbox, the add-on will query your Actionstep system and return a list of matters by comparing the sender and recipients in the message, to the matter participants in Actionstep. If a match is not found, you can do a quick search for the matter.
Once a match is found you can “link” the Outlook message to the matter and then upload a copy of the entire message (including attachments) to Actionstep. The original message will remain in Outlook.
Copying Attachments to Document Folders Once uploaded, the entire message, including attachments, will reside in Actionstep. If you wish to copy any, or all, of the attachments from the email message in Actionstep to document folders in the matter then you can do this from within Outlook by clicking on the documents icon.
Sending or Replying to Emails in Outlook When you send, or reply to, an email in Outlook the Actionstep panel will display in the email edit screen, allowing you to upload a copy of the outgoing message to a matter in Actionstep.
Microsoft Word
Microsoft Office Plugin Store
Saving files to Actionstep Files can be saved to Actionstep by clicking the Save or Save as button in the Actionstep tab. This will open a browser allowing you to select the Matter and folder that the document will be saved to.
Opening files from Actionstep When you click on the Open button in the Actionstep tab, a file browser will open that allows you to search for matters and look through their document folders. You can then select a file and open it inside Office.
Available in
ExpressPractice ProPractice Pro + Accounting
Freeware
Windows
934 KB
Microsoft Office Plugin For Chrome
43,853
It also allows you to send as e-mail attachment in the PDF and XPS formats in a subset of these programs. This Microsoft Save as PDF or XPS Add-in for 2007 Microsoft Office programs supplements and is subject to the license terms for the Microsoft 2007 Office system beta software. You may not use this supplement if you do not have a license for the software. System Requirements:
Supported Operating Systems: Windows Server 2003; Windows XP Service Pack 2
This download works with the following Office programs: