Help & Support

Release Notes 2

• HowNow Online Release Notes
• Supporting Apps - HowNow Online

Dashboard 2

• What is the Dashboard?
• Forgotten Password

Getting Started & Administration Settings 11

• Inviting a User
• Creating a team
• Install the HowNow Online Edit App
• Changing a user's password
• Create a connection to Xero Practice Manager (WorkflowMax)

See all 11 articles

Templates 12

• Creating filters
• Adding templates
• Editing a template
• Editing a template file name
• Deleting a template

See all 12 articles

Documents 17

• Creating filters
• Adding documents
• Adding documents to multiple clients
• Editing a document
• Editing a document file name

See all 17 articles

Clients 2

• Adding Clients
• Viewing & Editing Client Information

Connected Portal 25

• Terminology Used in the Portal
• Navigation Bar
• Logging in to the Portal Admin
• Overview of the Admin Settings
• Managing Employees in HowNow Portal

See all 25 articles

Privacy and Legal 3

• Software Licence Agreement – Terms & Conditions
• Privacy Policy
• Privacy Policy - HowNow Online

System Requirements 4

• HowNow Online System Requirements
• Connection to Xero Practice Manager - Import Fields
• HowNow Online Import Existing Files
• Whitelist URLs - HowNow Online

HowNow Online Edit App 3

• What is HowNow Online Edit App
• Unable to see 'Edit' icon on documents / templates list in FireFox
• Edit App not Detected