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HowNow Standalone Portal
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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