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Online Training with our Product Specialist

HowNow User Training

Each session is 1 hour and conducted over the web with a HowNow Training specialist.

Session 1

HowNow New User Training
$295 EX GST
  • General HowNow Overview
  • Understanding Knowledge templates
  • How to add and search records
  • Accessing your client contacts information

Session 2

HowNow Refresher Training
$295 EX GST
  • Hints & Tips
  • How to best search for templates & records
  • Customising HowNow (Topics & standard record titles)
  • Q & A session

HowNow Administrator Training

Each session is 1 hour and conducted over the web with a HowNow Training specialist.

Session 1

HowNow Administration
$295 EX GST
  • General screen displays
  • System options
  • System tools
  • Organisation Administration
  • Records Administration

Session 2

Knowledge Administration
$295 EX GST
  • Knowledge – Working with Documents
  • Content Updates

HowNow Merge Training

Each session is up to 1.5 hours and conducted over the web with a HowNow Training specialist.

Session 1

Basic Merge
$295 EX GST
  • Explanation of merge process and master style templates
  • Single merge / batch merge
  • Master style templates
  • Editing merge documents

Session 2

Advanced Merge
$295 EX GST
  • Common HowNow bookmarks
  • Using AskData
  • Creating merge documents

HowNow Portal Training

This is a 1 hour session and is conducted over the web with a HowNow Training specialist.

Session 1

Portal Training
$295 EX GST
  • Portal administration
  • Record status
  • Inviting clients to the portal
  • Adding accounts
  • Uploading documents
  • Digital signature options
  • Downloading documents

Smart Suite Workpapers Training

Each session is 1 hour and conducted over the web with a Training specialist.

Session 1

Getting up and running with Smart Workpapers
$295 EX GST
  • Setting up users and connections
  • Explain worksheet types
  • Adding worksheets
  • User training

Session 2

Customizing Smart Workpapers
$295 EX GST
  • Starter Files
  • Templates
  • Open Q & A

Reportance Training

Each session is 1 hour and conducted over the web with a Training specialist.

Reportance

Refresher training
$295 EX GST
  • Workshop with your team on Reportance