Learning & Support
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
- Overview of the Admin Settings
- Managing Employees
- Setting up Signing Reminders
- Customising Notifications
- Managing Firm Filters
- Customise Firm Branding
- Dashboard
- Managing Clients and Accounts
- Client Notifications
- Working with Documents
- Managing Filters on a Client Level
- Uploading Documents to the Portal
- Setting up Documents for Signing Using Secure Sign
- Download Documents from the Portal
- Preview Documents
- Document History and Deletion
- Announcements
- Reports
- Help for Your Clients with their Portal
- Removing an Account from the Portal
- Disconnecting a Client from the Portal