Actionstep is jam-packed with all the practice management technology you need to run your firm. At the heart of Actionstep is the powerful tool of customisation. Through customising documents, workflows and system functions, you can shape and design Actionstep to suit and support your firm’s way of practice.
Your firm’s PowerUser is the ‘on the ground’ user and ‘go to’ person who possesses the knowledge, understanding and power to customise, change and enhance your firm’s Actionstep system. Who would be the PowerUser in your firm?
Each attendee will leave our Masterclasses with the knowledge and skills in each area to be an exceptional Actionstep ‘PowerUser’ and bring this benefit back to your firm.
Over three sessions that will make up this PowerUser Masterclass series, we will provide training on:
- Administration settings including system user permissions and objectives, report and menu permissions.
- Developing and designing custom workflows (session date TBA).
- Document coding and automation (session date TBA).
These are highly beneficial and intensive sessions with limited availability of only 10 seats to ensure each attendee receives direct, one on one training and assistance specifically relevant to your firm.
SESSION 1 of 3 – The Ins & Outs of Administration Settings
This Masterclass is the first of three sessions. It will focus on the administration settings in Actionstep and will include features found in the permissions menu, editing system roles, system objectives, report permissions and menu permissions.
Register now for the Power User Masterclass that will enhance your Actionstep skills to possess the knowledge, understanding and power to customise, change or enhance your firm’s current documents, workflow, and system functions.
19 April 2018, 9am – 12pm
19 April 2018 – 9am – 12pm
Level 18, 324 Queen Street
Brisbane QLD 4000
- Posted by Kelly Wallbank
- On March 30, 2018
- 0 Comments