Importing trusts from Actionstep

Connect the add-on

You will need to enable the add-on before you will be able to import trusts using this integration. See our article here to get set up:  Connecting the Actionstep add-on

Importing a Trust from Actionstep

After setting up the add-on, to import a trust from Actionstep:

1. Navigate to your firms Clients>Trusts tab

2. On the Right, click "I would like to ..."

3. Select "Import a trust from Actionstep"