Learning & Support
Connected Portal
How to connect contacts to HowNow Portal to enable document sharing
- Terminology Used in the Portal
- Navigation Bar
- Logging in to the Portal Admin
- Overview of the Admin Settings
- Managing Employees in HowNow Portal
- Setting Up Signing Reminders
- Customising Notifications
- Managing Firm Filters
- Customise Firm Branding
- Customise Authentication
- Dashboard
- Client Notifications
- Setting up HowNow Online to Connect to the Portal
- Managing Clients and Accounts
- Working with Documents
- Managing Filters on a Client Level
- Uploading Documents to the Portal
- Document Signing Overview
- Using Adobe Sign for the First Time
- Setting Up Documents for Signing Using Adobe Sign
- Download Documents from the Portal
- Preview Documents
- Document History and Deletion
- Announcements
- Reports
- Help for Your Clients with their Portal