Create file notes in Actionstep with new submissions
Automatically generate file notes in Actionstep with Jform's seamless integration. This automation ensures that new submissions made through Jform are instantly transformed into detailed file notes in Actionstep, streamlining your legal practice management processes.
Generate Actionstep file notes from Jform submissions
Transform Jform submissions into detailed file notes in Actionstep. This integration guarantees that information from new submissions in Jform is efficiently converted into comprehensive file notes within Actionstep.
When this happens...
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A user submits a new form response
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Create File Note
A file note is created in Actionstep based on the submission