Learning & Support
HowNow On Premise - User Guide
HowNow Training
Getting Started
- What is HowNow?
- Overview of the Main Sections of HowNow
- Logging on to HowNow
- Searching in HowNow
- Shortcut Keys in HowNow
Organisation
Knowledge Management
- Concepts for the HowNow Administrator
- Adding Documents to Knowledge Management
- Knowledge Right-click Menu
- Navigating Knowledge with the Ribbon
- Previewing Documents
Records Management
- Concepts for the HowNow Administrator
- Navigating Records with the Ribbon
- Records Right-Click Menu
- Adding Documents to Records
- Previewing Records
Contacts Management
Connected Portal
- 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
Workflow Management
- What is Workflow
- Job Management
- Right-click Menu in Jobs
- Creating and Editing Jobs
- Edit Selected Jobs Profiles
HowNow Add-in's
FAQ's
HowNow On Premise - Backstage View Administrator Functions
Info
Reports
Administration - Organisation
View all (6)Administration - Knowledge
Administration - Records
Administration - Contacts
Administration - Workflow
System Tools - General
- Check for Software Updates
- Check for Content Updates
- HowNow Watch Folder
- Toolbar Applications
- Display Field Editor
System Tools - Advanced
- External Database Connection
- Data Integrity Check
- Software Licence
- HowNow Support Utility
- Record Storage Fields
Options
View all (12)HowNow On Premise - Troubleshooting
Troubleshooting
- 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
HowNow On Premise - System Requirements
Smart Suite
Smart Workpapers
Smart Workpapers Training
Smart Workpaper Features
- Setting up your Smart Workpapers Account
- Smart Workpapers Website
- Home Page
- Workpapers Excel Tab/Ribbon
- Adding, Deleting & Reordering Worksheets
Connected Workpapers
- Workpapers Excel Add-In
- Connecting Client Files to Connected Workpapers
- Connected Workpapers - Home Sheet
- Connected Workpapers - Adding Worksheets
- Connected Workpapers - Workpaper Items
Getting Started - Administrators
Smart Workpaper Customisations
- Customisations Using Named Ranges
- Template Formulae and Coded Actions
- Customising Opening Balances
- Uploading a Customised Worksheet
- Uploading a Customised Starter File
Workpapers and Worksheets User Guide
- Overview of the FBT Smart Workpapers
- Income Tax Reconciliation
- Loan Repayment Calculator
- Company Debit Loan Workpapers
- Capital Gains Tax Workpapers - Australian resident individual or other entities
FAQs
- Smart Workpapers Best Practice
- 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
Installation Instructions
Privacy and Legal
System Requirements
HowNow Portal - Users
HowNow Online
HowNow Online Training
Release Notes
Dashboard
Getting Started & Administration Settings
- Accepting your HowNow Online account invitation and creating your password
- Inviting a User
- Viewing which users have and have not accepted their account invitation
- User Permissions - Quick Reference Guide
- Firm Administration Settings
Templates
- Creating filters
- Adding templates
- Editing a template
- Editing a template file name
- Deleting a template
Documents
- Creating filters
- Adding documents
- Adding documents to multiple clients
- Editing a document
- Editing a document file name
Clients
Connected Portal
- Terminology Used in the Portal
- Navigation Bar
- Logging in to the Portal Admin
- Overview of the Admin Settings
- Managing Employees in HowNow Portal
Privacy and Legal
System Requirements
HowNow Online Edit App
Reportance Desktop
Reportance Training
User Guide
View all (28)Administrator Guide
FAQs
- 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
Release History
System Requirements
Installation
Privacy & Legal
HowNow Portal - Software Release History
HowNow Standalone Portal
What's in the Portal
Getting Started
Settings in Portal Admin
View all (8)Clients
Accounts (People who access the portal)
Working with Documents
- Documents
- Filters
- Uploading Documents to the Portal
- Download Documents from the Portal
- Preview Documents
Reports
Announcements
Security, Privacy & Legal
Business Fitness Products
HowNow On Premise - Software Release History
HowNow X
Welcome to HowNow X
- HowNow X Setup & Software
- HowNow X Setup & Software (with Business Fitness Identity)
- Microsoft 365 2FA
- Port Test
- Adding OneNote Files to HowNow X
Connections
- Connecting to Xero Practice Manger (XPM)
- Connecting to WorkflowMax (WFM)
- DataSync System Requirements
- Business Fitness Importer System Requirements
- Reauthorise Connection to Xero Practice Manager (XPM)
Migration
Admin checklist
HowNow Implementation
FAQs
Setting Documents up for Signing
Moving HowNow
Support issues
- Rolling Back Office 365
- How do I associate a PDF program for documents in HowNow?
- 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?
Uploading Documents - Speed Expectations
Reportance Cirrus
Training
Getting Started
Administrator Guides
- Registering Your Firm
- Managing Firm Details and Users
- Managing the Standard Chart of Accounts
- Managing Firm Default Matching Rules
- Reporting
User Guides
- User Registering and Editing a User Profile
- Adding and Editing Client Groups and Entities
- Reportance Files - a Brief Overview
- New Datasets and the Information Tab
- Datasets - Manage Sources
Advanced Training
FAQs
Release History
Migrating from Reportance Desktop
Privacy & Legal
HowNow
HowNow Versions
HowNow Implementation
HowNow System Requirements
HowNow Administrator Guide
- HNX - Organisation - Set Up Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator )
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
- System - Options
HowNow User Guide
- Getting Started
- Shortcut Keys in HowNow
- Knowledge Management
- Knowledge - Document Profiles
- Knowledge - Running Merge Documents