How to set up the integration between Actionstep and DecisionVault?

Setting up the integration involves the following steps:

1. Authenticate Actionstep with DecisionVault
2. Set up Actionstep default settings
3. Sync a Matter and Contacts to Actionstep

FAQ: What if some participant types don't show up for selection in DecisionVault?

1. Authenticate Actionstep with DecisionVault

To authenticate Actionstep with DecisionVault go to the integrations page - and look for the 'Authenticate with Actionstep' button. Follow the prompts to login to Actionstep and to give DecisionVault access. 

2. Set up Actionstep default settings

After authenticating with Actionstep you will get redirected automatically to the setup page:

Here you can select how the address saves - and it shows that DecisionVault has cached your action types & participant types for use during the sync.

No custom fields (yet)

The contact record in Actionstep supports almost all the fields that DecisionVault would be able to sync to it - so currently it's not needed to set up any custom fields and map them to DV fields.

We are gathering input on how to include custom fields syncing - if this is of interest to you please reach out to support and tell us how you use it / what you need.

3. Sync a Matter and Contacts to Actionstep

When you open up a matter detail screen on the attorney side of DecisionVault you can click 'Integrations" on the right hand side and click on Actionstep.

You can sync in 2 different ways:

• For a matter that has not yet been synced with Actionstep - DecisionVault will first give you the option to link the matter to an existing one in Actionstep, by searching in your matters. 
• Or you have the option to just create a new matter in Actionstep.

Link to existing matter & contacts

You can search in your existing matters from DecisionVault, then pick a matter and map the contacts.

Sync

After linking - or directly if you just choose to create a new matter in Actionstep you can run the sync - and select which participant roles the contacts should get synced into.

FAQ: What if some participant types don't show up for selection in DecisionVault?

DecisionVault takes the list of possible participant types from the ones that are tied in with the "steps" on the "Action type" in Actionstep.

If there are participant types that don't show up for selection in DecisionVault you will need to associate them with one of the steps in the Actionstep admin:

Pick the matter type:

Then choose "Workflow"

Then pick one of the steps on the right hand side:

Then when you scroll down you will find the "parties" setting for that step. Here you can add the extra participant types as "non-required":