Firm Admin Help & Support

What's in the Portal 2

• Terminology used in the Portal
• Navigation Bar

Getting Started 3

• Introduction to Portal Roles
• Logging in to the Portal Admin
• Overview of the Admin Settings

Settings in Portal Admin 8

• Employees
• Dashboard
• Signing
• Notifications
• Filters

See all 8 articles

Clients 3

• Adding Clients (Entities or Individual Clients) to the Portal
• Inviting an Account (User) to Access the Client
• Client Notifications

Accounts (People who access the portal) 1

• Accounts

Working with Documents 11

• Documents
• Filters
• Uploading Documents to the Portal
• Download Documents from the Portal
• Preview Documents

See all 11 articles

Reports 1

• Working with Reports

Announcements 1

• Working with Announcements

Privacy & Legal 2

• Software Licence Agreement - Terms & Conditions
• Privacy Policy - HowNow Portal

Getting Started 4

• Introduction to the Portal
• Accessing the portal for the first time
• Change your Password
• Forgot your Password

Welcome to our Client Portal 1

• Welcome to our Client Portal

Working with Documents 9

• Uploading documents
• Preview Documents
• Download Documents
• Assigning filters to documents
• Electronically Signing Documents

See all 9 articles

Privacy & Legal 1

• Terms & Conditions of Use

Setting Documents up for Signing 2

• PDF Requirements
• Adobe Sign PDF Requirements

Uploading Documents - Speed Expectations 1

• Speed Expectations for Uploading Documents

Software Release Notes 1

• Portal Release Notes