Documents

This guide looks at how to send letters and documents to people from within Hoowla. On a case you can send documents from either the milestone […]

There may be times when editing a document is tricky due to the amount of logic contained in the template, or you simply wish to create […]

This guide will look at the how you can upload a Word document into Hoowla and turn it into a Hoowla template How to see my […]

This guide will look at how you can move a document to a particular task (rather than it being attached to the case as a whole […]

This guide will look at how you can set up a rule to automatically send a document to a fixed email address when a set task […]

This guide will take you through how to import and upload documents into Hoowla. Hoowla automatically inputs data into documents, for example, on a Welcome letter […]

Adding a Document to a Quote Calculator If you would like a document to be included to someone who has requested a quote from your calculator […]

This guide will look at entities and what they do in Hoowla.  Once you have read the below you may also wish to read Creating Document […]

PDFs are essential in business as the document can not be edited as easily.  Many firms prefer documents, such as terms and conditions, to be in […]

This guide explains how to use Folders within the Documents section of a case in order to keep documents within that case organised and easy to […]