HowNow Records & Email Manager are the Document Management components that add on to HowNow Knowledge Manager. From the Records Tab in HowNow, you can easily see and keyword search for the electronic files saved against your clients, team members and contacts. Unique search methods allow you to bring up search results for things such as; All non-final records across your entire firm base, See all Records filed for a particular staff member or team, See all Emails filed across the entire firm…
-
- Email Manager
-
- Records Manager
Some of the files you can manage through Records Manager:
- Client documents
- WIP electronic workpapers and checklists
- Emails sent back and forth
- Incoming and Outgoing mail
- Staff documents
- Leave forms
- Induction material
- HR documents (security can be applied to sensitive documents)
- Incoming and Outgoing mail – clients and contacts
- Scanned Documents
- Accounting Data Files
- Collaborative documents
With our absolute ‘no lock-in’ design, HowNow is a safe, efficient and strategic way to manage a paperless office.
Take a look at HowNow Workflow Manager to see how you can somewhat automate the distribution and completion of Jobs within the firm, while allowing you to easily track their progress.
