Adding Clients (Entities or Individual Clients) to the Portal
For firms that are connected to the portal via HowNow On Premise or HowNow Online, clients should be be added directly into the portal - clients need to be ...
Wed, 30 Aug, 2017 at 10:52 PM
Inviting an Account (User) to Access the Client
Inviting a user to the Portal is done by selecting (highlighting the client or a group of clients) and clicking on the Invite button.  This will create a...
Mon, 10 Jul, 2017 at 2:47 PM
Client Notifications
Notifications are sent to the accounts (as well as employees) when events occur on the portal. The Notifications button allows you to subscribe the acco...
Mon, 10 Jul, 2017 at 3:07 PM