HowNow X

Welcome to HowNow X

• HowNow X Setup & Software (with Business Fitness Identity)

HowNow X Implementation

• Migrating from HowNow On Premise to HowNow X Cloud

HowNow X Software Release History

• HowNow X Release Notes

HowNow X - User Software Installation & Set-up

• User Software Installation
• HowNow X Installation - Non-administrative and RDS
• Microsoft 365 2FA
• How to Troubleshoot HowNow "Access is Denied" Error During Installation

HowNow X User Guide

• Getting Started
• Shortcut Keys in HowNow
• Getting Help
• Knowledge Management
• Knowledge - Document Profiles

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HowNow X Administrator Guide

• Organisation - Setup Teams, Positions & Employees
• Knowledge - Setting-Up (Content Administrator)
• Knowledge - Adding & Removing Documents
• Knowledge - Content Modules & Publishing
• Knowledge - Creating Merge Document Templates

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Connections

• Connecting to Xero Practice Manger (XPM)
• Connecting to WorkflowMax (WFM)
• DataSync System Requirements
• Business Fitness Importer System Requirements
• Reauthorise Connection to Xero Practice Manager (XPM)

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Admin checklist

• Monthly Tasks - Knowledge
• Monthly Tasks – Records
• Monthly Tasks – Options
• Monthly Tasks – Employees
• Annual Tasks

HowNow X Add-ins

• Installing HowNow Add-ins
• Smart Links
• Email Manager
• Office Add-in
• Document Converter Printer

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HowNow X FAQs

• Port Test
• Adding OneNote Files to HowNow X
• Port 445 Security
• Restoring Previous Version
• HowNow Open Files - InUseBy

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HowNow X Cloud - File Security & Backups

• Overview of File Security & Backups

System Requirements

• HowNow X System Requirements
• Port 445 Checks & Troubleshooting

Educational Webinars

• On Demand Webinars - HowNow