Make a To-Do Item Compulsory
Sometimes you want to make your to-do items in a workflow compulsory. This means the milestone that the to-do item is part of will not be […]
How to Add the Title Number and Tenure to a property
Hoowla is integrated with the Land Registry to allow automatic filling of a property’s title and tenure when a quote is generated. If you have linked […]
How to Add and Remove a Workflow from a Case
Sometimes you may need to add or remove a workflow from a case you are working on. This guide shows you How to remove a workflow […]
Connecting a Person Card with a Company Card
Within the people section of Hoowla you are able to create a person card and a company card. There may be times when you need to […]
Asking a Client to Complete Missing Data
Adding custom fields to a document gives you the option to obtain information from a client in a fast and efficient manner. Hoowla gives you the […]
Adding a ‘For-each Loop’ to a Document
What is a for-each loop in a Hoowla Document? A for-each loop is a special tag in a Hoowla document that allows you to repeat a […]
How to Pull New Custom Fields into a Case
Occasionally you may have a case which doesn’t have your latest set of custom fields. This guide sets out to show you how to pull in […]
How to Change the Fee Earner of a Case
This guide helps you change and re-allocate a case to a different fee earner. Click the Cases link next to your name. Open the case […]
Traffic Light Colours on Hoowla Cases
This guide will explain what the different coloured progress circles on Hoowla’s case list mean. The traffic light system is designed to help you keep an […]
Add a Document Template to a Case Using the Attach Document Button
There may be times when you need to add a document template to a case from the list of your firm’s document templates in Hoowla. This […]