Learning & Support
HowNow Online
HowNow Online Training
Release Notes
Dashboard
Getting Started & Administration Settings
- Accepting your HowNow Online account invitation and creating your password
- Inviting a User
- Viewing which users have and have not accepted their account invitation
- User Permissions - Quick Reference Guide
- Firm Administration Settings
Templates
- Creating filters
- Adding templates
- Editing a template
- Editing a template file name
- Deleting a template
Documents
- Creating filters
- Adding documents
- Adding documents to multiple clients
- Editing a document
- Editing a document file name
Clients
Connected Portal
- Terminology Used in the Portal
- Navigation Bar
- Logging in to the Portal Admin
- Overview of the Admin Settings
- Managing Employees in HowNow Portal