HowNow Standalone Portal

Getting Started

• HowNow Portal - User Onboarding

Settings in Portal Admin

• Updating Client Email Address
• HowNow Portal - Logo/Branding updates in the HowNow Portal are not being retained.

Clients

• Adding Clients (Entities or Individual Clients) to the Portal

Accounts (People who access the portal)

Working with Documents

• Setting Up Documents for Signing Using Adobe Sign

Reports

Announcements

Security, Privacy & Legal

• Portal Security Overview