How to Add or Remove a Template to a Milestone on a Workflow
This guide will show you how to add and remove a Hoowla template to a milestone within a workflow. This means that the added document will […]
How to send the Same Letter to clients at Different Correspondence addresses
There may be occasions where you have two clients who live at different addresses (for example, first time buyers or a divorced couple) and have 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 If-statements to your Documents
What is an if statement in a Hoowla Document? You may get to a situation where you want to add or remove a paragraph in one […]
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 […]
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 […]
How to Bulk Upload Documents & Add Them to A Case Using OCR
Hoowla’s bulk upload allows you to upload scanned files of your incoming post. To save you time, using the latest OCR technology, Hoowla will try to […]
Adding a Document to a Calculator
If you would like a document to be included to someone who has requested a quote from your calculator this can easily be done within Hoowla. […]
Creating Document Entities and adding them to your Templates
This guide will show you how to create a document entity and add that entity to a document template in Hoowla. Note: Entities are used to automatically […]
How to Upload a Document to a Case
This guide will look at how to upload a document to a Hoowla case. You can upload different document types to a case, such as text […]