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HowNow On Premise - User Guide
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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