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This guide will show you how to reset the SDLT on a case.   How to Reset SDLT Go to the case Then click on Completion […]

This guide will teach you how to mass transfer all the cases that a user has to another user. For example, if a user leaves your […]

This guide will look at how to switch off Recent Activity from displaying on the case page.   How to Switch Off Recent Activity Click Setup […]

This guide will look at how you can invite a person to track a case. This means that the person can view progress add documents add […]

Your online portal gives you a quick way to find out updates about your case 24/7. It also allows you to view and upload documents, send […]

If you are seeing a ‘Exchange Receiving Only’ text on your Email Exchange, then this guide will show you what you need to do to get […]

This guide will look at the process of logging in when two-factor authentication has been enabled. Please note: If you want to enable two-factor authentication on […]

This guide will look at adding how to add a header or footer to a document. When the template is used in Hoowla then it will […]

This guide will look at how you can unblock a user.   HOW TO UNBLOCK A USER Firstly, click on Setup Then click on Branches & […]

This guide will look at how you can switch off prompting clients to upload their ID through the client portal. HOW DO I STOP PROMPTING CLIENTS […]