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 your Email Signature
This guide will take you through setting up your email footer (signature) on your own Hoowla profile. All emails sent out through Hoowla’s case management software […]
Editing your Company Settings
This guide looks at how to add or amend details relating to your company settings in Hoowla. Click the Setup link next to your name. […]
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 […]
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 […]
Create a Conveyancing Case from an Existing Quote
This guide will look at creating a conveyancing case using an existing quote for your client. Please note: In order to create a conveyancing case you […]
Add a Key Date to a Conveyancing Case
This guide will look at adding key dates to an existing conveyancing case. Key dates will be viewable to anyone tracking the case and can be […]
Add a Note to a Case
This guide will look at the two ways to add a note to a case and where notes can be viewed and by whom. Please note: […]
Adding a Diary Entry and Setting Reminders
This guide will look at how to add a diary entry to a case and set reminders in your Hoowla account and by email. You can add […]