Administration - Records

MailScan Templates
For full details on using MailScan and creating templates, refer to the MailScan User Guide. The guide to setting up templates can be accessed here - Ma...
Tue, 30 May, 2017 at 10:02 AM
Standard Record Titles
This feature allows a list of standard record titles to be created by the firm and stored in the HowNow database. These titles can then be selected from a ...
Thu, 20 Sep, 2018 at 12:05 PM
Record Status
This area is accessed from File > Administration > Records By default, records are labelled as Draft, Review, Approved or Final depending on their...
Tue, 30 May, 2017 at 10:08 AM
Record Locations
This area is accessed from File > Administration > Records. Because changes in this area may cause a loss of data integrity, you will require ...
Wed, 26 Jun, 2019 at 10:40 AM