Connected Portal

How to connect contacts to HowNow Portal to enable document sharing

Terminology Used in the Portal
Before beginning to use the HowNow Portal by Business Fitness it is strongly suggested that you read all the information provided in this document and any o...
Sat, 5 Aug, 2017 at 6:15 AM
Navigation Bar
The navigation bar on the left side of the Portal screen is used to easily access different areas of the system. It includes: Dashboard - shows the ...
Mon, 15 Jan, 2018 at 11:47 AM
Logging in to the Portal Admin
Once your firm has had an account established in the HowNow Portal, you can login to start setting up your clients, accounts and changing any settings. ...
Sat, 5 Aug, 2017 at 4:55 AM
Overview of the Admin Settings
Settings are located inside the Settings tab.   Administrators on the portal are able to configure global settings for all users of the firm. These settin...
Sat, 5 Aug, 2017 at 5:13 AM
Managing Employees in HowNow Portal
>Settings tab >Employees From the Employees area in the Settings tab, you can manage the employees of the firm who will have access to the portal. Th...
Wed, 14 Mar, 2018 at 10:29 AM
Setting Up Signing Reminders
Your firm can set a period (in days) after which the Portal will automatically resend the "Document requires signatures" notification to all signa...
Sat, 5 Aug, 2017 at 5:15 AM
Customising Notifications
Notifications are the way you and your clients know of actions on the portal. They are sent when an individual task has been performed on the Portal. When n...
Sat, 5 Aug, 2017 at 5:16 AM
Managing Firm Filters
Filters are used to make it easier to view documents by grouping them under a filter.  The Settings > Filters allow an administrator to set the "...
Sat, 5 Aug, 2017 at 5:17 AM
Customise Firm Branding
Branding enables you to customise the look and feel of the Portal for your firm. From this area you can: Obtain the code needed to embed the portal logi...
Sat, 5 Aug, 2017 at 5:18 AM
Dashboard
The Dashboard is home to notifications of recent events on the system. As clients join your portal and documents are uploaded, downloaded and signed, notifi...
Sat, 5 Aug, 2017 at 5:19 AM