What Does a Client See when you Invite them to Track a Case?
This guide will show you what a client will experience when they accept your invitation to track a case. We will look at what does the […]
How to Log in with Two-Factor Authentication Enabled
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 […]
How to Add a Header or Footer to a Template
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 […]
How to Unblock a User
This guide will look at how you can unblock a user. HOW TO UNBLOCK A USER Firstly, click on Setup Then click on Branches & […]
Why can’t I access other case types?
WHY CAN’T I ACCESS OTHER CASE TYPES? You will only be able to create and work on case types of ‘Conveyancing’ unless you have a […]
How do I find out the case type?
This quick guide will show you how to find out the case type for a case. Note: If you want to change the case type on […]
How do I stop prompting clients to upload ID through their portal?
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 […]
How to update your address
This guide will look at how to update your address in Hoowla (i.e. you move address or want to add additional information) How to update your […]
How to set up Quill integration
This guide will look at how to set up your Quill integration. HOW TO SET UP QUILL ACCESS Click Setup Then Accounts & Finances […]
How to Save a Quote as a PDF
This guide will look at how to download a quote as a PDF so that you can attached it (or multiple PDFs) to an email. How […]