Free

December In Focus Session: Custom Data in Actionstep

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Online

60 Baxter Street

Fortitude Valley, QLD 4006

Australia

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Accessing the power of data collection!

One of the greatest features of Actionstep's workflows is Custom Data. Custom data allows you to record information pertaining to your clients and their matters, in a huge array of different formats. This data can then be populated into documents and custom lists.

The true power of Custom Data is near limitless, and can be utilized to capture nearly any information you are trying to ascertain. This could be as simple as recording a clients preferred contact method, through to creating interactive worksheets specific to each matter.

During this In Focus session we will take a look at:
• How you can create custom data collections points in your matters and contacts
• The different methods and formats you can use to collect data
• How to automatically populate this information in documents using merge fields
• How to filter through your data using custom lists

By the end of this two hour online session you will feel confident to start utilising custom data in your own workflows.

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

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Location

Online

60 Baxter Street

Fortitude Valley, QLD 4006

Australia

View Map

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