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  1. Solution home
  2. HowNow On Premise - User Guide

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
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