The right-click menu allows for all of the functions available for a document - the options available will change depending on your employee privileges and the type of document.


 

  • Open - opens the record. This is the same as double-clicking the record.
  • Open in Copy Mode - opens the record in the same instance of the application to allow adding information from one document to another (available on Excel or PDF documents only)
  • Profile - displays the details of the record, but does not allow editing.
  • Profile Selection - allows a group of records to be changed at the one time.
  • Duplicate – opens the Duplicate Record Profile dialog. Select this option to create an exact duplicate of a record except for the title. This is useful for creating a new record that is similar to an existing record. The newly created record’s file name is changed to be the same as the new title.

  • Link to - allows records to be 'linked' together. Appears only if Record Linking is switched on. 
  • Filter on this Contact - only show records with the same contact as the selected record
  • Filter on this Link - only show records with the same link as the selected record. Appears only if Record Linking is switched on. 
  • Filter on this Job - only show records with the same job as the selected record. Appears only if the Workflow module is installed. 
  • Create Merge Document - Creates a merge document for the contact of the selected record or range of records and automatically links all the records.
  • Create Follow-Up Task - Automatically create a follow-up task for the selected record.  Appears only if the Workflow module is installed. 
  • Change Data Record Application - is only available if the selected record is a Data Record - allows the type of application that opens this record to be changed.
  • Convert to Data Record - allows a record to be converted to a data record. 
  • Add a Record Note (F8) - allows a note to be added to the profile of the record.
  • File Note (F9) - Creates a file note record for the same job or contact as the selected record. This is the same as pressing F9. 
  • Set Status to – Allows a record’s status to be changed depending on the Record Status level setting in the employee's profile. 
  • Print – Prints the record directly, without opening it. 
  • Email As (opens an email with the following):
    • Body - adds the information to the body of the emai

    • File attachment – separate files are attached to the email 
    • Zip file attachment – individual files stored in a single zip file attachment

    • PDF file attachment – individual files stored in single PDF file attachments 
    • HowNow Smart Link - for use within the office; email a link to the record or records instead of attaching the actual record
    • HowNow Smart Link URL - for use with third party software only, e.g.: Carbon
    • Combined PDF file attachment - individual files stored in a single PDF file attachment

    Note: It is not good practice to email work records to people within your office. Doing so creates duplicates of the records, and these files are not stored centrally in HowNow (and on your server). This creates “version control” issues with the records. Instead, use a HowNow Smart Link. Use the other Email functions to send records to people (such as clients) who are outside of your office.


  • Copy to Clipboard - Copies the selected record or records to the Windows Clipboard.The options are:
    • File attachment(s) – separate file attachments
    • Zip file attachment – individual files stored in a single zip file attachment
    • PDF file attachment – individual files stored in single PDF file attachments 
    • HowNow Smart Link - for use within the office; email a link to the record or records instead of attaching the actual record
    • HowNow Smart Link File - this creates an .ini file which can be stored in programs such as Caseware which will open the file in HowNow
    • HowNow Smart Link URL - for use with third party software only, e.g.: Carbon
    • Combined PDF file attachment - individual files stored in a single PDF file attachment
  • Paste - allows you to paste a document to add to HowNow - this option will open up the new file wizard
  • Export - Exports one or more records out of HowNow. See Export Records.
  • Convert to PDF - converts the select record(s) to PDF - the original files are removed.
  • Combine PDF - combines a group of PDF files into one files - you have the option of changing the order of the documents, bookmarking the files or deleting the original PDFs.
  • Select All – Selects all the records in the results list. Equivalent to using Ctrl+A.
  • Deselect All – De-selects all the selected records in the results list. Equivalent to using Ctrl+D, ESC or clicking the Clear button.
  • Delete - moves the record to the recycle bin.