HowNow
HowNow X & HowNow 5.2
91 articles
- 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
- How do I install and use the HowNow X Email Manager add-in in the new Outlook, and what are its limitations?
- 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.
- How to create a service accountTo Assist admin users in creating & inviting a service account
- Installing HowNow Add-ins
- Smart Links
- Email Manager
- Document Converter Printer
- Microsoft Office File Property Reader
- Office Add-inThe Office Add-in is a toolbar available in Microsoft Word and Excel which allows documents, which were created outside of HowNow to be...
- How can I install and use the HowNow X Email Manager add-in in the new Outlook?
HowNow X
Support articles specific to the cloud-based HowNow X.
- HowNow X System RequirementsSoftware Minimum version Operating System Windows 10 Office** Office 2019/365 Browsers^ Chrome, Edge, Firefox Microsoft .NET...
- HowNow X Release Notes
- HowNow X Installation & SetupGet started with HowNow X by downloading and installing the software, and registering your Business Fitness Identity account.
- HowNow X Installation (Non-Administrative & RDS)Guides users and IT administrators through the installation of HowNow X on computers where users do not have local administrator rights.
- How do I associate a PDF program for documents in HowNow?
- Port 445 Checks & TroubleshootingPlease open the below link in a new tab to continue through this article. Business Fitness HowNow X diagnostics page On the...
- Overview of File Security & BackupsTeam Based Visibility: In addition to its comprehensive security measures, HowNow X offers team-based visibility controls, allowing...
- On Demand Webinars - HowNow
HowNow 5.2
Support articles specific to the locally-hosted HowNow.
- Implementation1 article
- System Requirements1 article
- [email protected]5 articles
- Administrator Guides9 articles
- System Tools - GeneralSystem Tools - General2 articles
- System Tools - AdvancedSystem Tools - Advanced9 articles
- Administration - WorkflowAdministration - Workflow1 article
- Administration - ContactsAdministration - Contacts1 article
- Administration - RecordsAdministration - Records1 article
- FAQs2 articles
- TroubleshootingTroubleshooting10 articles
- Add-ins2 articles
- Release Notes2 articles
- HowNow Server API2 articles