Documents

Creating filters
Filters define your filing system. They are an advanced search option that allows you to group documents together. Only HowNow Online Adminstrators can Add...
Thu, 25 Jan, 2018 at 6:05 PM
Adding documents
There are two main ways to add Microsoft documents to HowNow Online. Drag & Drop or using the Office Add-in. The Drag &Drop method can be used for m...
Mon, 10 Sep, 2018 at 12:10 PM
Adding documents to multiple clients
Drag and drop your documents into the main documents display/search screen (when you have dragged the files onto the right area you will see a message that ...
Mon, 10 Sep, 2018 at 12:28 PM
Editing a document
Search for the document 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 do...
Tue, 28 Aug, 2018 at 9:55 AM
Editing a document file name
You can now Edit a document file name after it has been uploaded to HowNow Online. Search for the document, click on the More Action button and select the...
Tue, 28 Aug, 2018 at 9:59 AM
Deleting a document
To delete a document, click on the >MoreActions icon in the "Actions" column and select the >Delete option. Deleting a Document w...
Mon, 10 Sep, 2018 at 4:32 PM
Searching for a document
A good Document Management system utilises search features to search for documents efficiently. You can search for documents by using: Search terms typ...
Mon, 10 Sep, 2018 at 4:36 PM
Previewing a Document
To Preview a Document, select the Document in the Documents tab and click on the Eye icon in the "Actions" column. This will open the doc...
Mon, 10 Sep, 2018 at 4:38 PM
Emailing a Document
In the Documents tab, click on the Envelope icon to Email a document straight from HowNow Online. This functionality requires your Edit App (min. version 1...
Mon, 10 Sep, 2018 at 4:39 PM
Downloading multiple documents
To download multiple documents click the  for each of the documents you want to download. When you have selected all the documents for download click downlo...
Mon, 10 Sep, 2018 at 4:40 PM