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How-TO GUIDES
How-To Access OUR INTAKE PORTAL
01.
Set Up and Access Your Account
You'll receive an email invitation from our Client Service Team with a link to create your account. Click the link, enter your email address, and choose a secure password to set up your account. Log in via a web browser or the Decision Vault mobile app.
02.
Complete the Questionnaire
Once logged in, you’ll find a customized questionnaire covering topics like estate planning, healthcare directives, and financial information. Fill out each section carefully. Sections will turn green when completed, and you can save your progress to return anytime.
03.
Upload Relevant Documents
Upload important documents directly from your computer or mobile device, such as estate planning documents, financial statements, and IDs. If you have trouble uploading, you can bring the documents to our office, and we’ll scan them for you.
04.
Submit and Update Your Information
After completing the questionnaire, submit it electronically to securely share your information with Anderson Elder Law. You can always log back in to update information, edit sections, or upload additional documents.
05.
Consultation and Ongoing Access
During your consultation, your attorney will review the information you provided, discuss your goals, and offer tailored advice. You can continue to access the Intake Tool to view your completed questionnaire, documents, and any updates or recommendations.
How-TO ZOOM
01.
Open the Invitation
Find the email or calendar invitation that contains the Zoom meeting details.
02.
Click the Link
Click the provided link in the invitation to join the meeting. This will automatically open the Zoom app if it's already installed on your device.
03.
Install Zoom (if needed)
If you don't have the Zoom app installed, you’ll be prompted to download it. Follow the instructions to install it from the App Store (iOS) or Google Play Store (Android).
04.
Join the Meeting
Once Zoom opens, sign in or join as a guest. If there’s no direct link, open the Zoom app, click "Join a Meeting," and enter the Meeting ID and password from your invitation.
05.
Start Participating
After joining, you'll enter a virtual waiting room until the host admits you. Once in, you can participate in the meeting. To leave, click "Leave Meeting" in the bottom right corner.
How-to access our client portal
01.
Receive Portal Invitation
Check your email for an invitation from ‘Anderson Elder Law, PC Portal Invitation.
02.
Setup Your Portal Account
Click on the "CONTINUE TO PORTAL" link in the email.
Choose a password for your portal account. You'll need this password for future logins.
03.
Sign into Your Account
Go to the Action Step portal login page.
Client Portal Link: Login (actionstep.com)
Enter your email address and the password you set up to sign in.
04.
Navigate to Document Section
Once logged in, find and click on the "Document" section in the portal.
05.
Upload Documents
Follow the prompts to upload your documents.
Select the files from your computer and confirm the upload.
Scan a pdf from your mobile phone
Scan from iPhone
01.
Open the Notes App
Launch the Notes app on your iPhone.
02.
Start a New Note
Tap the "New Note" icon (usually a pencil and notepad) to create a new note.
03.
Scan the Document
Tap the camera icon within the note and select "Scan Documents." Position your document in view, and the app will automatically capture the scan.
04.
Adjust and Save
Adjust the scan if needed by dragging the corners, then tap "Keep Scan." You can add more pages if necessary.
05.
Save as PDF
Once done, tap "Save." To export as a PDF, tap the share button (square with an upward arrow) and select "Create PDF." You can then save or share the PDF as needed.
Scan from Android
01.
Open Google Drive
Launch the Google Drive app on your Android device.
02.
Start a New Scan
Tap the "+" button at the bottom right corner, then select "Scan" from the menu.
03.
Capture the Document
Position your document in view of the camera and tap the shutter button to capture the scan.
04.
Adjust and Save
Adjust the scan by cropping or rotating if needed, then tap the checkmark to save the scan.
05.
Save as PDF
The scanned document will automatically be saved as a PDF in your Google Drive. You can access, share, or download it as needed.
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