Learning & Support
Records Management
- Concepts for the HowNow Administrator
- Navigating Records with the Ribbon
- Records Right-Click Menu
- Adding Documents to Records
- Previewing Records
- Edit Record Profiles
- Duplicate A Record
- Edit Selected Record Profiles
- File Notes
- Record Note
- Record Linking
- Import Records
- Export Records
- Data Records
- OneNote Files
- Record Versioning
- PDF Tools
- MYOB AccountRight Compatibility
- Archiving
- Open Documents When Closing HowNow
- Updating records where the entity name or client code has changed
- HowNow Open Files - InUseBy
- Client Keyword Search