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  2. HowNow Standalone Portal

HowNow Standalone Portal

Overview of portal functions for connected and standalone portal

What's in the Portal

  • Terminology used in the Portal
  • Navigation Bar

Getting Started

  • Introduction to Portal Roles
  • Logging in to the Portal Admin - 2FA Required
  • Overview of the Admin Settings

Settings in Portal Admin

  • Employees
  • Dashboard
  • Signing
  • Notifications
  • Filters
View all (8)

Clients

  • 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)

  • Accounts

Working with Documents

  • Documents
  • Filters
  • Uploading Documents to the Portal
  • Download Documents from the Portal
  • Preview Documents
View all (11)

Reports

  • Working with Reports

Announcements

  • Working with Announcements

Security, Privacy & Legal

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

FAQ's

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