Help & Support

Getting Started 7

• What is HowNow
• Overview of the Main Sections of HowNow
• Logging on to HowNow
• Searching in HowNow
• Shortcut Keys in HowNow

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Organisation 1

• Organisation

Knowledge Management 25

• Concepts for the HowNow Administrator
• Adding Documents to Knowledge Management
• Knowledge Right-click Menu
• Navigating Knowledge with the Ribbon
• Previewing Documents

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Records Management 23

• Concepts for the HowNow Administrator
• Navigating Records with the Ribbon
• Records Right-Click Menu
• Adding Documents to Records
• Previewing Records

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Contacts Management 5

• Contacts Tab
• Contact Details
• Right-click menu in Contacts
• Contact Select in Knowledge, Records and Jobs
• External Data Refresh

Connected Portal 26

• Terminology Used in the Portal
• Navigation Bar
• Logging in to the Portal Admin
• Setting up HowNow to Connect to the Portal
• Creating the Record Statuses & Location Used in the Portal

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Workflow Management 13

• What is Workflow
• Job Management
• Right-click Menu in Jobs
• Creating and Editing Jobs
• Edit Selected Jobs Profiles

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MailScan 5

• What is MailScan
• Setting up MailScan
• MailScan Templates
• MailScan Diagnostics
• Using MailScan

HowNow Add-in's 5

• HowNow Smart Links
• Email Manager
• Email Manager Options
• Office Add-in
• Document Converter Printer

FAQ's 6

• Rolling Back Office 365
• How do I change the default PDF program?
• How do I stop HowNow opening twice?
• How do I stop already saved emails in HowNow from wanting to be added again
• How do I reset my Preview?

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Info 3

• My Personal Details
• Change User
• Product Information

Reports 4

• Organisation
• Knowledge
• Records
• Workflow

Administration - Organisation 6

• Position Types
• Teams
• Employees
• Positions
• In-Out Board

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Administration - Knowledge 5

• Document Types
• Procedural Areas
• Content Modules
• Approval Status
• Topics

Administration - Records 4

• MailScan Templates
• Standard Record Titles
• Record Status
• Record Locations

Administration - Contacts 1

• Contact Repair

Administration - Workflow 3

• Job Task Templates
• Job Task Status
• Job Type Descriptions

System Tools - General 7

• Check for Software Updates
• Check for Content Updates
• HowNow Watch Folder
• Toolbar Applications
• Display Field Editor

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System Tools - Advanced 9

• External Database Connection
• Data Integrity Check
• Software Licence
• HowNow Support Utility
• Record Storage Fields

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Options 12

• Firm Details
• System Settings
• Home Tab
• Knowledge & Contacts Tab
• Records Tab

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HowNow On Premise Software Release History 4

• HowNow 5 Release Notes
• Introducing HowNow 5
• Introducing the new look HowNow 5.2
• HowNow 5.2 [Pre-Release] Release Notes

HowNow System Requirements 4

• HowNow On Premise System Requirements
• Share Point Compatibility
• Whitelist URLs - HowNow On Premise
• Cataloguing new office client files into an existing HowNow On Premise database

Troubleshooting 9

• File Is In Use / File Is Already Open Error
• Email Manager not working after Office update
• HowNow is getting ISC Errors when opening from Server
• HowNow is getting ISC Errors when opening from Workstation but Server is Opening Ok
• HowNow Home Page is not displaying from Server

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Moving HowNow 2

• HowNow Version 4 - Transfer HowNow from One Server to Another
• HowNow Version 5 - Transfer HowNow from One Server to Another