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  1. Solution home
  2. HowNow Online

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
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