How to Create a Rule on a Workflow
This guide will look at how you can create rules on a workflow. What is a rule? A rule can be set to do something […]
How to Find a Copy of the Submitted SDLT Form
This guide will look at how to find a copy of the submitted SDLT form. Note: To learn about how to submit an SDLT in Hoowla […]
How to Perform an AML check in Hoowla
This guide will look at how to perform an AML check on a person in Hoowla. Please note: You will need to have switched on […]
How to Check an Address using Royal Mail
This guide will look at how you can check an address using the Royal Mail website. How to Check an Address using Royal Mail Go […]
How to Reset SDLT
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 […]
How to Invite a Person to Track a Case
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 […]
How to Generate a Profit and Loss Report
This quick guide will look at how to generate a Profit and Loss report in Hoowla. NOTE: You may not have access to the report section. […]
Quick Guide – How to Use your Online Portal
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 […]
How to Add Additional Text to Your Quote Calculator
The Hoowla quote calculator provides an instant quote without requiring any details from the end user. You are able to add additional text “contact details are […]
How to Fix “Exchange Receiving Only”
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 […]