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HowNow

HowNow X & HowNow 5.2

82 articles
HowNow X & HowNow 5.2There are currently two released versions of HowNow.  HowNow X is HowNow in the cloud - see HowNow Features for all the...
HowNow User Guide

Getting StartedA guide to understanding HowNow's core functionalities, including its Knowledge and Records management, navigation, and search capabilities.
Keyboard ShortcutsA guide to keyboard shortcuts available in HowNow, enabling efficient navigation and task completion without a mouse.
How to Get Help with HowNowThis article details HowNow's support channels: in-app help, administrator support, and direct team assistance.
Knowledge - Navigation and ManagementLearn how to effectively interact with knowledge documents in HowNow using the search results grid, right-click menu, and ribbon controls.
Knowledge - Document ProfilesLearn how to view and manage the properties of your knowledge documents in HowNow, including individual and bulk profile modifications.
Knowledge - Running Merge DocumentsLearn how to create documents by merging contact data using HowNow. This guide covers setup, running merges, and handling resulting records.
Records - NavigationLearn to use the Records Ribbon and right-click menu in HowNow to efficiently find, view, and manage your documents.
Records - Previewing DocumentsThis article explains how to use the document preview feature within the records grid, making it easier to view document contents quickly.
Records - Adding DocumentsThis article guides you through how to add records to HowNow, including using the New Profile Wizard, drag & drop, and other techniques.
Records - Adding Emails from Microsoft Outlook
Records - Linking, Versioning & PDF Tools
Records - Record Profiles
Contacts
HowNow 5.2

Support articles specific to the locally-hosted HowNow.