Learning & Support
HowNow On Premise - User Guide
HowNow Training
Getting Started
- What is HowNow?
- Overview of the Main Sections of HowNow
- Logging on to HowNow
- Searching in HowNow
- Shortcut Keys in HowNow
Organisation
Knowledge Management
- Concepts for the HowNow Administrator
- Adding Documents to Knowledge Management
- Knowledge Right-click Menu
- Navigating Knowledge with the Ribbon
- Previewing Documents
Records Management
- Concepts for the HowNow Administrator
- Navigating Records with the Ribbon
- Records Right-Click Menu
- Adding Documents to Records
- Previewing Records
Contacts Management
Connected Portal
- 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
Workflow Management
- What is Workflow
- Job Management
- Right-click Menu in Jobs
- Creating and Editing Jobs
- Edit Selected Jobs Profiles
HowNow Add-in's
FAQ's
HowNow On Premise - Backstage View Administrator Functions
Info
Reports
Administration - Organisation
View all (6)Administration - Knowledge
Administration - Records
Administration - Contacts
Administration - Workflow
System Tools - General
- Check for Software Updates
- Check for Content Updates
- HowNow Watch Folder
- Toolbar Applications
- Display Field Editor
System Tools - Advanced
- External Database Connection
- Data Integrity Check
- Software Licence
- HowNow Support Utility
- Record Storage Fields
Options
View all (12)HowNow On Premise - System Requirements
HowNow On Premise - Troubleshooting
Troubleshooting
- 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
HowNow On Premise - Software Release History
HowNow X
Welcome to HowNow X
- HowNow X Setup & Software
- HowNow X Setup & Software (with Business Fitness Identity)
- Microsoft 365 2FA
- Port Test
- Adding OneNote Files to HowNow X
Connections
- Connecting to Xero Practice Manger (XPM)
- Connecting to WorkflowMax (WFM)
- DataSync System Requirements
- Business Fitness Importer System Requirements
- Reauthorise Connection to Xero Practice Manager (XPM)
Migration
Admin checklist
HowNow Implementation
FAQs
Setting Documents up for Signing
Moving HowNow
Support issues
- Rolling Back Office 365
- How do I associate a PDF program for documents in HowNow?
- 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?
Uploading Documents - Speed Expectations
HowNow
HowNow Versions
HowNow Implementation
HowNow System Requirements
HowNow Administrator Guide
- HNX - Organisation - Set Up Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator )
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
- System - Options
HowNow User Guide
- Getting Started
- Shortcut Keys in HowNow
- Knowledge Management
- Knowledge - Document Profiles
- Knowledge - Running Merge Documents