This week I’ve been able to access Builder for the first time. Currently it’s on limited release, so not all Firms will have access at this time but Actionstep have given me early access.
Actionstep have released some excellent training materials, including a demo matter with a step by step test document to create. This has been great to complete as it has enabled me to go through various different options from simple instructions to insert matter data, to formulas to complete calculations and adding options/questions for users.
At first it may look a little overwhelming as there is a lot of information and guidance from Actionstep, and the admin interface is very different, but from this first step into the new system it’s looking like it’s going to add a lot of value to the system and be well worth the time to learn and implement.