How do I setup the Actionstep integration with Exizent?

Easily create cases in Exizent with one click in your Actionstep case management system and reduce rekeying of data

To setup the integration:

• Identify the email address you will use for your integration account
  

  Choose an existing generic company email address or create a new email address that you have access to, e.g. info@mysolicitorfirmname.co.uk

• Create the integration user account on the Exizent platform
  A Company Admin user on your team should log into Exizent and add a new user with the chosen email address in the above step to create the integration account and set them with Company admin permission levels. See how to add new users
• Validate the integration user account
  Check the email inbox for the chosen email address for an invitation email called Join us on the Exizent platform and click the blue Set up my account link
  • In the first name field, enter your Firm name
  • In the surname field, enter Actionstep Integration
  • Complete the remaining fields: contact number, password and security question
  • Click the blue Sign up button Complete integration user setup details
• Notify Exizent of your Actionstep integration request
  

  Send an email to support@legal.exizent.com informing us you have completed the above tasks and confirming the email address (not password) for the newly set up integration account user

• Receive notification your Actionstep integration setup is complete
  Exizent will coordinate the integration setup with Actionstep on your behalf. Exizent will notify you via email once everything is setup and the integration is ready for use