Records Management
The following concepts are very important for your HowNow Administrator to understand. There may seem to be subtle differences between Active and Inactiv...
Mon, 8 May, 2017 at 1:59 PM
The Records Ribbon provides access to filters to quickly search the Records Management database. VIEW Select a View preference - Full Details, Sta...
Fri, 24 May, 2019 at 12:04 PM
The right-click menu allows for all of the functions available for a document - the options available will change depending on your employee privileges and ...
Wed, 10 Oct, 2018 at 2:31 PM
The types of documents added to Records usually relate to clients. Such as letters sent to clients, completed checklists, and completed workpapers, etc. But...
Tue, 14 Aug, 2018 at 11:10 AM
Before Records can be Previewed this option needs to be turned on by your HowNow Administrator. Optionally, Previewing can be turned on for the firm, but tu...
Fri, 3 Nov, 2017 at 10:23 AM
To edit a Record Profile right-click on a Record in the Search Results list and then select Profile. The Edit Record Profile Wizard appears. Note: 'F...
Thu, 8 Jun, 2017 at 11:42 AM
The Duplicate Record wizard creates a duplicate of the selected record. Right-click on a Record in the Search Results list in the Records area of HowNow, a...
Thu, 8 Jun, 2017 at 11:43 AM
This wizard allows bulk changes to be made to a range of record profiles in one operation.
Select a range of records in the search results list by either...
Thu, 8 Jun, 2017 at 11:54 AM
File Notes can be created and automatically filed as a Client Record text file. The text file contains the date and time of creation of the File Note, the ...
Mon, 24 Sep, 2018 at 2:31 PM
A record note is a small amount of text pertaining to the record. Right-click on a record in the search screen and select "add a record note" ...
Fri, 1 Feb, 2019 at 4:48 PM