HowNow Administrator Guide
4 articles
- HowNow Self-Serve Export
- Connected Portal - Setting Up HowNow to Connected PortalThe connected portal main account login details need to be added to system options in HowNow. (This step is generally completed by the...
- Knowledge - Creating Merge Document Templates
- Knowledge - Merge Letter BookmarksLearn how to utilise bookmarks in merge letters to insert client data from HowNow, as well as user-entered data and conditionals.
