Modules

The HowNow Document Management System is made up of 3 sections linking seamlessly together;

  • Knowledge Management – your templates, standards, procedures, firm information,
  • Records Management – electronic client documents, scanned documents, emails, staff documents,
  • Workflow Management – easily distribute and track the progress of jobs throughout the firm.

HowNow is a strategic approach to your overall Document Management, making sure the correct standard templates are used, client files are saved in the correct place complying with your file naming protocols, and all your electronic files are easily searchable, well controlled and protected.

From end-to-end, HowNow helps you to ensure the highest quality output in the most efficient way possible.

See how these components work together to bring you the HowNow Document Management System:

  • HowNow Document Management System
    • HowNow Knowledge Manager
      The base module of HowNow… more
    • HowNow Accountants Content
      The approx 1,000 Documents we provide… more
    • HowNow Records Manager
      File, Retrieve and Manage your client documents… more
  • HowNow Workflow Manager
    Keep track of all Jobs and Tasks moving through the firm… more

See the HowNow Quick Tour for an overview of how these modules work together within the HowNow Document Management System.

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