Connected Portal

Terminology Used in the Portal
Before beginning to use the HowNow Portal by Business Fitness it is strongly suggested that you read all the information provided in this document and any o...
Fri, 28 Jul, 2017 at 3:56 PM
Navigation Bar
The navigation bar on the left side of the portal screen is used to easily access different areas of the system. It includes: Dashboard - shows the ...
Fri, 28 Jul, 2017 at 3:58 PM
Logging in to the Portal Admin
Once your firm has had an account established in the HowNow Portal, you can login to start setting up your clients, accounts and changing any settings. ...
Fri, 28 Jul, 2017 at 3:47 PM
Setting up HowNow to Connect to the Portal
The connected portal main account login details need to be added to system options in HowNow. (This step is generally completed by the Business Fitness supp...
Thu, 21 Mar, 2019 at 8:48 AM
Creating the Record Statuses & Location Used in the Portal
Before documents are uploaded to the portal, there are certain special record statuses that need to be established. This is usually done by the Business Fit...
Wed, 5 Dec, 2018 at 1:21 PM
Overview of the Admin Settings
Settings are located inside the Settings tab.   Administrators on the portal are able to configure global settings for all users of the firm. These settin...
Fri, 28 Jul, 2017 at 3:48 PM
Managing Employees
From the Employees area under settings, you can manage the employees of the firm who will have access to the portal. The options available will be dependen...
Fri, 28 Jul, 2017 at 4:04 PM
Setting up Signing Reminders
Your firm can set a period (in days) after which the Portal will automatically resend the "Document requires signatures" notification to all signa...
Fri, 28 Jul, 2017 at 4:07 PM
Customising Notifications
Notifications are the way you and your clients know of actions on the portal. They are sent when an individual task has been performed on the Portal. When n...
Fri, 28 Jul, 2017 at 4:09 PM
Managing Firm Filters
Filters are used to make it easier to view documents by grouping them under a filter.  The Settings > Filters allow an administrator to set the "...
Fri, 28 Jul, 2017 at 4:10 PM