HowNow 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
• Overview of the Admin Settings

Settings in Portal Admin

• Employees
• Dashboard
• Signing
• Notifications
• Filters

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

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