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How to Assign Missing people in a Case

This guide will show you how to assign clients and businesses roles in a case using missing people in the people involved area. You are required to […]

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Help Guide Categories

  • New to Hoowla
    • Sending a document via email
    • How to create an Update ULS rule
    • Understanding Workflows
    • How to Generate a Time Report
    • How to Perform an AML check in Hoowla
    • How to Invite a Person to Track a Case
    • How to Fix "Exchange Receiving Only"
    • What Does a Client See when you Invite them to Track a Case?
    • How to Log in with Two-Factor Authentication Enabled
    • How to set up Quill integration
    • How to revoke Quill access
    • What does my client see when they are asked to upload ID?
    • How to Find Saved Reconcile Reports
    • Understanding the Case List Screen
    • Adding a Document to a Calculator
    • How to Remove a Case from Being On Hold
    • How to manage case types
    • Traffic Light Colours on Hoowla Cases
    • Filtering your People List
    • Changing your Password
    • Adding a Document to a Calculator
    • Setting up your Email Signature
    • Logging into Hoowla and How to Reset your Password
    • Create a Conveyancing Case from an Existing Quote
    • How to Close a Case
  • Account Setup
    • How to Add a To-do Item to a Milestone
    • How to Set Up an App Password on your Microsoft 365 Account for 2FA
    • How to set the lead integration on a workflow
    • How to Add Additional Text to Your Quote Calculator
    • How to Log in with Two-Factor Authentication Enabled
    • How to Unblock a User
    • Why can't I access other case types?
    • How do I get a User Licence?
    • How do I cancel a User Licence?
    • How to set up Quill integration
    • How to revoke Quill access
    • What does my client see when they are asked to upload ID?
    • How to Set Up a Shared Inbox as an Admin User
    • How to Set Up a Shared Inbox
    • How to Link Hoowla with Really Moving
    • Cannot access Google Authenticator app
    • How to set up two-factor authentication on your Hoowla account
    • How to delete a webhook for Stripe
    • How to setup Stripe
    • Make a To-Do Item Compulsory
    • How to Set up Stamp Duty (SDLT) Submissions in Hoowla
    • Changing your Password
    • How to Connect Your Land Registry Account to Hoowla
    • Setting up your Email Signature
    • Editing your Company Settings
    • Setting up and Editing your Profile
    • Logging into Hoowla and How to Reset your Password
    • Connect up your Email account using Exchange Server or Office 365
  • Cases
    • Sending a document via email
    • How to Add a To-do Item to a Milestone
    • How to Reset SDLT
    • How to Mass Transfer Cases when a User Leaves the Company
    • How Do I Change the Property Price on a Case?
    • What is the chain view?
    • How to Perform a Conflict Check
    • How to Download a case
    • How to Place a Case on Hold
    • How to Remove a Case from Being On Hold
    • How to Link a Case Back to a Quote
    • What is an Entity?
    • Attach an email to a case when connected via exchange
    • Setting, Using and Reporting on the Source of Intro
    • How to set up Risk Assessments in Hoowla
    • How to Complete a Risk Assessment in Hoowla
    • How to Change the Case Worker of a Case
    • How to Add or Remove a Template to a Milestone on a Workflow
    • How to delete a case
    • How to send the Same Letter to clients at Different Correspondence addresses
    • Make a To-Do Item Compulsory
    • How to Add the Title Number and Tenure to a property
    • How to Add and Remove a Workflow from a Case
    • Connecting a Person Card with a Company Card
    • Asking a Client to Complete Missing Data
    • Adding a 'For-each Loop' to a Document
    • How to Pull New Custom Fields into a Case
    • How to Change the Fee Earner of a Case
    • Traffic Light Colours on Hoowla Cases
    • Add a Document Template to a Case Using the Attach Document Button
    • Default and Custom email subject lines
    • How to Stop Someone from Tracking a Case
    • How to Create & Edit a Person Card
    • How to Generate a Conveyancing Quote and Create a Case
    • How to Connect Your Land Registry Account to Hoowla
    • How to Bulk Upload Documents & Add Them to A Case Using OCR
    • Creating Document Entities and adding them to your Templates
    • Create a Conveyancing Case from an Existing Quote
    • Add a Key Date to a Conveyancing Case
    • Add a Note to a Case
    • How to Upload a Document to a Case
    • Adding a Diary Entry and Setting Reminders
    • Marking Items as Done in Your To-do List
    • Using Document Actions in a Workflow Task
    • How to Assign Missing people in a Case
    • Automated Backups
    • Completing a Milestone
    • How to Close a Case
  • Managing Your Firm and Staff
    • Creating and Editing Branches
    • How do I cancel a User Licence?
    • Understanding Roles & Permissions in Hoowla
    • Setting Individual User Permissions in Hoowla
    • How to set up Risk Assessments in Hoowla
    • How to Change the Case Worker of a Case
    • How to Change the Fee Earner of a Case
    • Add a New User
    • How to Remove a Member of Staff
    • Changing your Password
    • Setting up your Email Signature
    • Editing your Company Settings
    • Setting up and Editing your Profile
    • Logging into Hoowla and How to Reset your Password
    • Automated Backups
  • Quoting
    • How to Use Spetember 2022 SDLT Fees on a Quote
    • How to Use April 2021 SDLT Fees on a Quote
    • How to Edit an Existing Quote Calculator in Hoowla
    • How to Add Additional Text to Your Quote Calculator
    • How to Save a Quote as a PDF
    • How to remove your logo from quotes
    • Picking up Clients Quotes from your Referrers
    • Delete a person card
    • Quote notification emails
    • Hoowla Conveyancing Quote Calculator Setup
    • How to Set Up a Conveyancing Quote Calculator in Hoowla
    • Add a Conveyancing Calculator to your Website
    • How to Create a Referrer/Introducer
    • Adding a Referrer Login to an Existing Linked Referrer's Account
    • How to Generate a Conveyancing Quote and Create a Case
    • How to Edit a Conveyancing Quote
    • Managing Quoted Clients
    • Adding a Document to a Calculator
    • Create a Conveyancing Case from an Existing Quote
    • Quote Calculator Event Tracking using Google Analytics
  • Documents
    • Sending a document via email
    • Using Simple Version of a Document to make Editing Easier
    • Turning a Word Document into a Hoowla Template
    • How to move a document to a task
    • How to Automatically Send a Document to a Fixed Email Address
    • How to Import/Upload a Document into Hoowla
    • Adding a Document to a Calculator
    • What is an Entity?
    • How to Upload a PDF to Hoowla
    • Hoowla Document Files & Folders
    • How to Add or Remove a Template to a Milestone on a Workflow
    • How to send the Same Letter to clients at Different Correspondence addresses
    • Asking a Client to Complete Missing Data
    • Adding If-statements to your Documents
    • Adding a 'For-each Loop' to a Document
    • Add a Document Template to a Case Using the Attach Document Button
    • How to Bulk Upload Documents & Add Them to A Case Using OCR
    • Adding a Document to a Calculator
    • Creating Document Entities and adding them to your Templates
    • How to Upload a Document to a Case
    • How to Assign Missing people in a Case
  • Accounts
    • How to post a transaction request (e-chit)
    • How to Generate a Time Report
    • How to Generate a Profit and Loss Report
    • Add default items and a footer to your completion statement
    • How to Find Saved Reconcile Reports
    • How to Reconcile Client and Office Accounts in Hoowla
    • How to do a Cash Transfer
    • How to Set Up Invoice Categories and Items
    • How to create a Journal Entry
    • How to Mark an Invoice as Paid
    • How to Generate an Invoice in Hoowla
    • Adding your Company Accounts Information
    • Adding a Footer to your Invoices
    • How to Post Transaction to Client Account
    • How to Complete an Inter-client Transfer
    • How to reverse a transaction
    • How to do a partial write off of an invoice
    • How to Write Off an Invoice
    • How to Post an Office Transaction
    • Add a Bank Account
    • Add a Nominal
    • Making Payment Requests onto ledgers
    • Approving transaction requests to get them onto the ledger
  • Reports
    • How to Generate a Report my Logged Hours
    • How to Generate a Profit and Loss Report
    • Setting, Using and Reporting on the Source of Intro
    • Downloading Reports on your Firm
  • Estate Agents
    • How to remove your logo from quotes
    • View all Clients Referred to your Partnered Conveyancing Firm
    • Setting up and Editing your Profile
    • Referring a Client to your Partnered Conveyancing Firm
    • Logging into Hoowla and How to Reset your Password
    • Creating a Conveyancing Panel

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