Getting Started & Administration Settings

Inviting a User
Creating Users  Login to the HowNow Online website - https://online.hownowhq.com as an Administrator. Welcome back dropdown >Administration >Users ...
Wed, 14 Mar, 2018 at 10:35 AM
Creating a team
Creating teams will allow you to allocate documents to a team so that only users that are a member of that team will be able to see those documents.  Logi...
Thu, 8 Feb, 2018 at 5:05 PM
Install the HowNow Online Edit App
The HowNow Online Edit App needs to be installed on each PC that will want to edit documents from HowNow Online. You can log in and view documents without ...
Thu, 1 Nov, 2018 at 11:07 AM
Changing a user's password
Changing a user's password Login to the HowNow Online website - https://online.hownowhq.com as an administrator for the firm. Once logged in c...
Thu, 3 Nov, 2016 at 12:03 PM
Create a connection to Xero Practice Manager (WorkflowMax)
HowNow Online can be connected to Xero Practice Manager (WorkflowMax) to pull in Client information. Note: To complete this set up you will need your HowN...
Tue, 28 Aug, 2018 at 11:13 AM
Obtaining your HowNow API Key from Xero Practice Manager
In order to connect HowNow Online and Xero Practice Manager, you first need to obtain an API key that will allow the two systems to talk with each other. ...
Thu, 3 Nov, 2016 at 12:11 PM
Create a connection to CCH iFirm
HowNow Online can be connected to CCH iFirm to pull in Client information. Note: To complete this set up you will need your HowNow API key from CCH IFir...
Mon, 22 Jan, 2018 at 2:54 PM
Accepting your HowNow Online account invitation and creating your password
Accepting your HowNow Online account invitation: Once you have received your account invitation by email, to activate your account click on the "Ac...
Mon, 19 Dec, 2016 at 11:06 AM
Viewing which users have and have not accepted their account invitation
A HowNow Online Administrator can view which users have and have not accepted their account invitation via Welcome back dropdown > Administration >...
Thu, 19 Jan, 2017 at 9:54 AM
User Permissions - Quick Reference Guide
Note: These permissions will be released in an update to the software on Wednesday 7th March. This article will show you at a glance what each type of u...
Tue, 27 Feb, 2018 at 9:31 AM