HowNow User Guide
14 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?