Records Management

Concepts for the HowNow Administrator
The following concepts are very important for your HowNow Administrator to understand. There may seem to be subtle differences between Active and Inactiv...
Mon, 8 May, 2017 at 1:59 PM
Navigating Records with the Ribbon
The Records Ribbon provides access to filters to quickly search the Records Management database. View Select a View preference - Full Details, Stand...
Tue, 14 Aug, 2018 at 12:07 PM
Records Right-Click Menu
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 ...
Wed, 10 Oct, 2018 at 2:31 PM
Adding Documents to Records
The types of documents added to Records usually relate to clients. Such as letters sent to clients, completed checklists, and completed workpapers, etc. But...
Tue, 14 Aug, 2018 at 11:10 AM
Previewing Records
Before Records can be Previewed this option needs to be turned on by your HowNow Administrator. Optionally, Previewing can be turned on for the firm, but tu...
Fri, 3 Nov, 2017 at 10:23 AM
Edit Record Profiles
To edit a Record Profile right-click on a Record in the Search Results list and then select Profile. The Edit Record Profile Wizard appears. Note: 'F...
Thu, 8 Jun, 2017 at 11:42 AM
Duplicate A Record
The Duplicate Record wizard creates a duplicate of the selected record. Right-click on a Record in the Search Results list in the Records area of HowNow, a...
Thu, 8 Jun, 2017 at 11:43 AM
Edit Selected Record Profiles
This wizard allows bulk changes to be made to a range of record profiles in one operation. Select a range of records in the search results list by either...
Thu, 8 Jun, 2017 at 11:54 AM
File Notes
File Notes can be created and automatically filed as a Client Record text file. The text file contains the date and time of creation of the File Note, the ...
Mon, 24 Sep, 2018 at 2:31 PM
Record Note
A record note is a small amount of text pertaining to the record. Right-click on a record in the search screen and select "add a record note" ...
Wed, 24 Jan, 2018 at 10:53 AM