How to manage case types
This guide will look at how you turn on additional case types so that they are available when instructing a case. HOW TO ADD ADDITIONAL CASE […]
How to delete a webhook for Stripe
HOW TO DELETE A WEBHOOK FOR STRIPE Click the Setup Then click Accounts & Finances then click on Stripe Then click Delete Webhook […]
How to setup Stripe
This guide will show you how to set up the link between your Stripe account and your Hoowla account. Once the link is established you will […]
How to Complete a Risk Assessment in Hoowla
Hoowla has made it easier to complete risk assessments on clients and cases with Risk Assessment reports. This guide shows you how to complete a risk […]
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 […]
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 […]
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 […]
Setting up and Editing your Profile
This guide will take you through your profile in Hoolwa. The profile section contains many features. Follow the guide below from start to finish or choose […]
Logging into Hoowla and How to Reset your Password
To login to your Hoowla account go to https://www.hoowla.com/app/login Enter your email address and password into the boxes and click Sign In. If you have forgotten […]
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 […]