Business Fitness Help & Support

HowNow Product Help 1

• HowNow Products Help

Whitelist 1

• Whitelist URLs - Master

Smart Suite Templates 2

• Smart Suite Release Schedule 2019
• Content Release Notes

Getting Started 8

• What is HowNow
• Overview of the Main Sections of HowNow
• Logging on to HowNow
• Searching in HowNow
• Search Results Report

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Organisation 2

• Organisation
• In-Out Board

Knowledge Management 25

• Concepts for the HowNow Administrator
• Adding Documents to Knowledge Management
• Knowledge Right-click Menu
• Navigating Knowledge with the Ribbon
• Previewing Documents

See all 25 articles

Records Management 23

• Concepts for the HowNow Administrator
• Navigating Records with the Ribbon
• Records Right-Click Menu
• Adding Documents to Records
• Previewing Records

See all 23 articles

Contacts Management 5

• Contacts Tab
• Contact Details
• Right-click menu in Contacts
• Contact Select in Knowledge, Records and Jobs
• External Data Refresh

Connected Portal 26

• 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

See all 26 articles

Workflow Management 13

• What is Workflow
• Job Management
• Right-click Menu in Jobs
• Creating and Editing Jobs
• Edit Selected Jobs Profiles

See all 13 articles

MailScan 5

• What is MailScan
• Setting up MailScan
• MailScan Templates
• MailScan Diagnostics
• Using MailScan

HowNow Add-in's 5

• HowNow Smart Links
• Email Manager
• Email Manager Options
• Office Add-in
• Document Converter Printer

FAQ's 6

• Rolling Back Office 365
• How do I change the default PDF program?
• How do I stop HowNow opening twice?
• How do I stop already saved emails in HowNow from wanting to be added again
• How do I reset my Preview?

See all 6 articles

Info 3

• My Personal Details
• Change User
• Product Information

Reports 4

• Organisation
• Knowledge
• Records
• Workflow

Administration - Organisation 6

• Position Types
• Teams
• Employees
• Positions
• In-Out Board

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Administration - Knowledge 5

• Document Types
• Procedural Areas
• Content Modules
• Approval Status
• Topics

Administration - Records 4

• MailScan Templates
• Standard Record Titles
• Record Status
• Record Locations

Administration - Contacts 1

• Contact Repair

Administration - Workflow 3

• Job Task Templates
• Job Task Status
• Job Type Descriptions

System Tools - General 7

• Check for Software Updates
• Check for Content Updates
• HowNow Watch Folder
• Toolbar Applications
• Display Field Editor

See all 7 articles

System Tools - Advanced 9

• External Database Connection
• Data Integrity Check
• Software Licence
• HowNow Support Utility
• Record Storage Fields

See all 9 articles

Options 12

• Firm Details
• System Settings
• Home Tab
• Knowledge & Contacts Tab
• Records Tab

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HowNow On Premise Software Release History 3

• Release Notes 4.2
• HowNow 5 Release Notes
• Introducing HowNow 5

Troubleshooting 9

• File Is In Use / File Is Already Open Error
• Email Manager not working after Office update
• HowNow is getting ISC Errors when opening from Server
• HowNow is getting ISC Errors when opening from Workstation but Server is Opening Ok
• HowNow Home Page is not displaying from Server

See all 9 articles

HowNow System Requirements 5

• HowNow On Premise System Requirements
• Office 365 and HowNow Compatibility
• Share Point Compatibility
• Whitelist URLs - HowNow On Premise
• Cataloguing new office client files into an existing HowNow On Premise database

Smart Workpaper Features 14

• Setting up your Smart Workpapers Account
• Home Page
• Adding and Deleting Worksheets
• Arranging Worksheets and the Index Page
• Generating an index and referencing

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Smart Workpapers Best Practice 1

• Smart Workpapers Best Practice

Workpapers and Worksheets User Guide 7

• How to use the FBT Smart Workpapers
• Income Tax Reconciliation
• Loan Repayment Calculator
• Company Debit Loan Workpapers
• Capital Gains Tax Workpapers - Australian resident individual or other entities

See all 7 articles

Smart Workpaper Customisations 6

• Customisations Using Named Ranges
• Formulas and Coded Actions
• Uploading a Customised Starter File
• Uploading a Customised Worksheet
• Customising Opening Balances

See all 6 articles

Connected Workpapers 5

• Connected Workpapers - Cloud Based Software
• Connected Workpapers - Excel
• Connected Workpapers - Referencing and Reconciliation
• Reconcile Assist and Auto Populate Templates
• Connected Workpapers - APS

Getting Started - Administrators 4

• Adding and Editing Users
• Adding an Existing Worksheet
• Editing Templates
• Manage Firm

Support Issues 13

• I Can't Login to Smart Workpapers - Troubleshooting
• Intermittent #N/A In Fields That Still Retain Their Formulas
• Excel Crashing Using Smart Workpapers
• Reference isn't valid and Broken Formulas - Troubleshooting
• How Do I Reinstall My Smart Workpapers Add-ins

See all 13 articles

Installation Instructions 6

• Smart Workpapers System Requirements
• Smart Workpaper Add-In Installation
• Deploying the Add-in for all Users in Terminal Server
• Converting from old Terminal Server installation to the new Smart Workpaper Add-In (for deployment to all users)
• Multi User Installation (for MYOB AE or MYOB AO users only)

See all 6 articles

Privacy and Legal 2

• Software Licence Agreement – Terms & Conditions
• Privacy Policy

Release History 1

• Smart Workpapers Release Notes

Setting Documents up for Signing 2

• PDF Requirements
• Adobe Sign PDF Requirements

Uploading Documents - Speed Expectations 1

• Speed Expectations for Uploading Documents

Getting Started 4

• Introduction to the Portal
• Accessing the portal for the first time
• Change your Password
• Forgot your Password

Welcome to our Client Portal 1

• Welcome to our Client Portal

Working with Documents 9

• Uploading documents
• Preview Documents
• Download Documents
• Assigning filters to documents
• Electronically Signing Documents

See all 9 articles

Privacy & Legal 1

• Terms & Conditions of Use

Release Notes 2

• HowNow Online Release Notes
• Supporting Apps - HowNow Online

Dashboard 2

• What is the Dashboard?
• Forgotten Password

Getting Started & Administration Settings 11

• Inviting a User
• Creating a team
• Install the HowNow Online Edit App
• Changing a user's password
• Create a connection to Xero Practice Manager (WorkflowMax)

See all 11 articles

Templates 12

• Creating filters
• Adding templates
• Editing a template
• Editing a template file name
• Deleting a template

See all 12 articles

Documents 17

• Creating filters
• Adding documents
• Adding documents to multiple clients
• Editing a document
• Editing a document file name

See all 17 articles

Clients 2

• Adding Clients
• Viewing & Editing Client Information

Connected Portal 25

• Terminology Used in the Portal
• Navigation Bar
• Logging in to the Portal Admin
• Overview of the Admin Settings
• Managing Employees in HowNow Portal

See all 25 articles

Privacy and Legal 3

• Software Licence Agreement – Terms & Conditions
• Privacy Policy
• Privacy Policy - HowNow Online

System Requirements 4

• HowNow Online System Requirements
• Connection to Xero Practice Manager - Import Fields
• HowNow Online Import Existing Files
• Whitelist URLs - HowNow Online

HowNow Online Edit App 3

• What is HowNow Online Edit App
• Unable to see 'Edit' icon on documents / templates list in FireFox
• Edit App not Detected

User Guide 28

• Quick Start Guide
• How Reportance Files Work
• Client Info
• Entity
• Sources

See all 28 articles

Administrator Guide 5

• Accounting Policies
• Smart Workpaper Customisations
• Managing Smart Workpapers
• Customising Report Templates
• Firm's Address Appearing on the Compilation Report

Troubleshooting 9

• HowNow Smart Workpapers Excel Add-in appears twice in properties page
• Reportance tab missing from Excel
• Crash to Desktop on Application Startup
• Unable to create a new Reportance file
• Excel crash after updating cell value

See all 9 articles

Release History 1

• Release History

System Requirements 1

• Reportance System Requirements

Installation 3

• Installation
• User Setup and Licensing
• Reportance Update

Fast Track Training Videos 1

• Fast Track Sessions - Training Videos

Privacy & Legal 1

• Privacy Policy

Software Release Notes 1

• Portal Release Notes

What's in the Portal 2

• Terminology used in the Portal
• Navigation Bar

Getting Started 3

• Introduction to Portal Roles
• Logging in to the Portal Admin
• Overview of the Admin Settings

Settings in Portal Admin 8

• Employees
• Dashboard
• Signing
• Notifications
• Filters

See all 8 articles

Clients 3

• Adding Clients (Entities or Individual Clients) to the Portal
• Inviting an Account (User) to Access the Client
• Client Notifications

Accounts (People who access the portal) 1

• Accounts

Working with Documents 11

• Documents
• Filters
• Uploading Documents to the Portal
• Download Documents from the Portal
• Preview Documents

See all 11 articles

Reports 1

• Working with Reports

Announcements 1

• Working with Announcements

Privacy & Legal 2

• Software Licence Agreement - Terms & Conditions
• Privacy Policy - HowNow Portal