Templates

Creating filters
Create filters to assign to templates when adding them to HowNow Online. Users will then be able to use these filters as an option when searching for a temp...
Tue, 28 Aug, 2018 at 10:17 AM
Adding templates
Adding Templates Add your standard templates (procedures, forms, checklists, workpapers etc) into the Templates area.  While on the Templates tab - Drag ...
Wed, 12 Sep, 2018 at 2:28 PM
Editing a template
Search for the template and click on the  edit template icon (you will only be able to use this option if you installed the HowNow Online Edit App). The tem...
Tue, 28 Aug, 2018 at 10:24 AM
Editing a template file name
You can now edit a template file name after it has been uploaded to HowNow Online. Search for the template, click on the icon and select the option....
Thu, 18 May, 2017 at 4:09 PM
Deleting a template
To delete a template, click on the icon in the "Actions" column and select the Delete option.
Mon, 10 Sep, 2018 at 4:51 PM
Searching for a template
Search for templates by typing in keywords in the search box. You can type in words, numbers or file extensions and HowNow Online will search the name and t...
Mon, 10 Sep, 2018 at 4:52 PM
Viewing a template
To view a template, click on the icon in the "Actions" column and 'Download' to download the file. Then open the downloaded file to view...
Tue, 28 Aug, 2018 at 10:51 AM
Previewing a template
To preview a template, search for the template and click on the icon in the "Actions" column. This will open the template in the website t...
Thu, 18 May, 2017 at 4:14 PM
Create a document from a template
To create a document from a template, from the Templates page click on the following icon. Click Start Enter the name and description of the document...
Wed, 12 Sep, 2018 at 1:50 PM
Creating a Merge Document
The HowNow merge document system can create and populate Microsoft Word documents with data extracted from the contacts area in HowNow Online. Bef...
Mon, 30 Nov, 2015 at 10:16 AM