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How-to Guides
117 articles in this collection
Written by
Andres Ocampo
and
Camila Oliva
Preparing a Document
How to prepare a document by using a template
Written by
Camila Oliva
Updated over a week ago
Adding a Workflow Template
How to add a workflow template to a matter
Written by
Camila Oliva
Updated over a week ago
Changing My Password
How to change your password
Written by
Camila Oliva
Updated over a week ago
Adding My Email Signature
How to add an email signature
Written by
Camila Oliva
Updated over a week ago
Editing My User Info
How to edit my user information
Written by
Camila Oliva
Updated over a week ago
Viewing Another User's Task
How to view the tasks of other users
Written by
Camila Oliva
Updated over a week ago
Assigning a Task
How to assign a task to a contact or matter
Written by
Camila Oliva
Updated over a week ago
Editing a Task
How to edit a task
Written by
Camila Oliva
Updated over a week ago
Completing a Task and Checking it Off
How to complete a task and have it marked as complete
Written by
Camila Oliva
Updated over a week ago
Adding a Task to a Matter/Contact
How to add a task to a matter or a contact
Written by
Camila Oliva
Updated over a week ago
Viewing All Your Tasks
Written by
Camila Oliva
Updated over a week ago
Adding Tags on the Quick Intake
How to add a tag during the quick intake process
Written by
Camila Oliva
Updated over a week ago
Creating New Tags
How to create new tags from settings, contact, or matters
Written by
Camila Oliva
Updated over a week ago
Adding a Second Matter to an Existing Contact Through Quick intake
How to add a new matter to an already existing contact using the quick intake
Written by
Camila Oliva
Updated over a week ago
Using Quick Intake to Create a New Matter
How to create a new matter through our quick intake
Written by
Camila Oliva
Updated over a week ago
Cancelling an Appointment
How to cancel an appointment
Written by
Camila Oliva
Updated over a week ago
Sending a Reminder Email from an Appointment
How to send a reminder email from an appointment
Written by
Camila Oliva
Updated over a week ago
Setting an Auto-Reminder for an Appointment
Written by
Camila Oliva
Updated over a week ago
Syncing to a Calendar
How to sync your private calendar with Novo
Written by
Camila Oliva
Updated over a week ago
Sending an Appointment to a User's Calendar
How to send an appointment to a user's calendar
Written by
Camila Oliva
Updated over a week ago
Rescheduling/editing an Appointment
How to reschedule or edit an appointment
Written by
Camila Oliva
Updated over a week ago
Creating an Appointment as a Single item
How to create an appointment as a single matter
Written by
Camila Oliva
Updated over a week ago
Viewing the Agenda by Item Type
How to filter the agenda by item types
Written by
Camila Oliva
Updated over a week ago
Filtering the Agenda by User
How to filter the agenda by users
Written by
Camila Oliva
Updated over a week ago
Viewing Items Without a Due Date
How to view items that do not have a due date
Written by
Camila Oliva
Updated over a week ago
Viewing Past Due Items
How to view items that are past due
Written by
Camila Oliva
Updated over a week ago
Viewing Upcoming Items
How to view any upcoming events
Written by
Camila Oliva
Updated over a week ago
Viewing Items that are Due Today
How to view the items that are due today
Written by
Camila Oliva
Updated over a week ago
Deleting a Quick Appointment
How to delete an appointment
Written by
Camila Oliva
Updated over a week ago
Editing a Quick Appointment
How to edit an appointment made through a Quick Appointment
Written by
Camila Oliva
Updated over a week ago
Sending a Confirmation Email With an Appointment
How to send a confirmation email with an appointment
Written by
Camila Oliva
Updated over a week ago
Scheduling a Quick Appointment
How to schedule a quick appointment through the quick intake
Written by
Camila Oliva
Updated over a week ago
Adding a File Attachment Question to a Form
How to add a file attachment question to a form
Written by
Camila Oliva
Updated over a week ago
Adding a Note During a Quick Intake
How to add a note to a quick intake
Written by
Camila Oliva
Updated over a week ago
Adding a Note to a Contact
How to add a note to a contact
Written by
Camila Oliva
Updated over a week ago
Viewing Submitted Documents
How to view your submitted documents
Written by
Camila Oliva
Updated over a week ago
Pipeline
Filtering the Pipeline
How to filter the pipeline to narrow your searches
Written by
Camila Oliva
Updated over a week ago
Adding Statuses to Different Pipelines
How to add new matter statuses to the pipeline
Written by
Camila Oliva
Updated over a week ago
Workflow and Workflow Templates
Adding Workflow Template to the Workflow
How to add a workflow template to the workflow
Written by
Camila Oliva
Updated over a week ago
Adding Email Campaigns to the Workflow
How to add email campaigns to the workflow
Written by
Camila Oliva
Updated over a week ago
Adding Individual Items to the Workflow
How to add individual items to the workflow
Written by
Camila Oliva
Updated over a week ago
Matters
Adding Matter Statuses
How to add a status to a matter
Written by
Camila Oliva
Updated over a week ago
Uploading Files to a Matter
How to upload a file to a matter
Written by
Camila Oliva
Updated over a week ago
Moving Matters to Different Statuses
How to make a matter display a different status
Written by
Camila Oliva
Updated over a week ago
Sending Emails From a Matter
How to send emails from a matter's page
Written by
Camila Oliva
Updated over a week ago
Deleting a Matter
How to delete a matter (irreversible)
Written by
Camila Oliva
Updated over a week ago
Adding a Note to a Matter
How to add a note to a matter
Written by
Camila Oliva
Updated over a week ago
Exporting a Matter to a CSV File
How to export a matter to an offline CSV file
Written by
Camila Oliva
Updated over a week ago
Changing the Primary Contact on a Matter
How to change the primary contact on a matter
Written by
Camila Oliva
Updated over a week ago
Adding Contacts to a Matter
How to add a contact to a matter
Written by
Camila Oliva
Updated over a week ago
Editing a Contact from a Matter's Page
How to edit a contact from a matter's page
Written by
Camila Oliva
Updated over a week ago
Changing a Matter Status
How to change a matter's status
Written by
Camila Oliva
Updated over a week ago
Viewing Sent Emails on a Matter
How to view the emails you have already sent on a matter
Written by
Camila Oliva
Updated over a week ago
Editing a Matter's Details
How to edit a matter's details
Written by
Camila Oliva
Updated over a week ago
Viewing Uploaded Files
How to view the files you have uploaded to a matter
Written by
Camila Oliva
Updated over a week ago
Viewing Notes on a Matter
How to view your notes on a matter
Written by
Camila Oliva
Updated over a week ago
Adding Notes to a Matter
How to add notes to a matter
Written by
Camila Oliva
Updated over a week ago
Forms
Viewing Submitted Forms
How to view your submitted forms
Written by
Camila Oliva
Updated over a week ago
Creating an Auto-Reminder Date for a Form
Creating or adding an automatic reminder date to a form when sending out the form, or through the workflow
Written by
Camila Oliva
Updated over a week ago
Continuing Editing a Quick Form
How to continue editing an already exiting quick form
Written by
Camila Oliva
Updated over a week ago
Saving Progress on a Quick Form
How to save your progress on a quick form
Written by
Camila Oliva
Updated over a week ago
Sending a Reminder for a Quick Form (email only)
How to send a reminder to a client to complete a quick form via email
Written by
Camila Oliva
Updated over a week ago
Editing a "Quick Form" Template
How to edit a form template that appears in the "quick form"
Written by
Camila Oliva
Updated over a week ago
Starting a Quick Form
How to start a quick form the quick intake dropdown menu
Written by
Camila Oliva
Updated over a week ago
Making Questions Require an answer in a Form
How to make questions require an answer in a form
Written by
Camila Oliva
Updated over a week ago
Adding Section Breaks to a Form Template
How to add section breaks to a form template whether existing or new
Written by
Camila Oliva
Updated over a week ago
Filling Out a Form In Person
How to fill out a form in person through Novo through our workflow templates or as a single item
Written by
Camila Oliva
Updated over a week ago
Adding Questions to a Form
How to add questions to a form
Written by
Camila Oliva
Updated over a week ago
Creating Due Date for Forms
How to create due date for forms when sending out via email or from the workflow
Written by
Camila Oliva
Updated over a week ago
Downloading a Completed Form
How to download a completed form
Written by
Camila Oliva
Updated over a week ago
Viewing a Completed Form
How to view a form that has been completed
Written by
Camila Oliva
Updated over a week ago
Sending a Form Via Email
How to send a form via email as a single item or from a workflow template
Written by
Camila Oliva
Updated over a week ago
Preparing a Form
How to prepare a form as a single item or from the workflow template
Written by
Camila Oliva
Updated over a week ago
Email & Email Templates
Applying Email Templates to a New Email
How to apply email templates to a new email in matters or contacts
Written by
Camila Oliva
Updated over a week ago
Making an Email Template a Default for a Specific Form of Document
How to make an email template become the default template form for a specific form of document
Written by
Camila Oliva
Updated over a week ago
Adding an Email Campaign to a Matter
How to add an email campaign to a matter
Written by
Camila Oliva
Updated over a week ago
Creating an Email Campaign
How to create an email campaign
Written by
Camila Oliva
Updated over a week ago
Creating an Email Template
How to create an email template
Written by
Camila Oliva
Updated over a week ago
Viewing Email Templates
How to view your already made email templates
Written by
Camila Oliva
Updated over a week ago
Removing/Deleting a Scheduled Email
How to delete a scheduled email
Written by
Camila Oliva
Updated over a week ago
Viewing Scheduled Emails
How to view the emails you have scheduled
Written by
Camila Oliva
Updated over a week ago
Viewing Sent Emails
How to view emails you've already sent
Written by
Camila Oliva
Updated over a week ago
Scheduling an Email
How to schedule an email from a matter's page
Written by
Camila Oliva
Updated over a week ago
Syncing Your Email
How to sync your email through the settings page
Written by
Camila Oliva
Updated over a week ago
Sending an Email
How to send an email from a contact or matter's page
Written by
Camila Oliva
Updated over a week ago
Cancelling a Scheduled Email
How to cancel an already scheduled email
Written by
Camila Oliva
Updated over a week ago
Contacts
Adding a Referral Relationship
How to add a referral relationship to a client or contact
Written by
Camila Oliva
Updated over a week ago
Adding a Custom Field to a Contact
How to add a custom field to a contact through the contacts' page
Written by
Camila Oliva
Updated over a week ago
Sending an Email to a Contact
How to send am email to a contact through the contacts' page
Written by
Camila Oliva
Updated over a week ago
Viewing All Your Contacts
How to view all of your contacts
Written by
Camila Oliva
Updated over a week ago
Adding a Task to a Contact
How to add a task to a contact and assign a user to the task
Written by
Camila Oliva
Updated over a week ago
Adding a Note for a Contact
How to add notes to contacts
Written by
Camila Oliva
Updated over a week ago
Creating a Contact Custom Field
How to add custom fields to a contact to add additional details to contacts and matters
Written by
Camila Oliva
Updated over a week ago
Inputting a Value from a Contact Custom Field
How to input a value from a contact custom field
Written by
Camila Oliva
Updated over a week ago
Adding a tag to a Contact
How to add tags to a contact
Written by
Camila Oliva
Updated over a week ago
Adding a New Company
How to add a new company to your contact list
Written by
Camila Oliva
Updated over a week ago
Editing or Updating a Contact's Details
How to edit an existing contact's details
Written by
Camila Oliva
Updated over a week ago
Adding Notes to a Contact
How to add notes to a contact
Written by
Camila Oliva
Updated over a week ago
Adding a Person to an Already Made Company Contact
How to add a person to an already existing contact
Written by
Camila Oliva
Updated over a week ago
Adding a Person Contact
How to add another person (whether lead or a new client) to your contacts
Written by
Camila Oliva
Updated over a week ago
Exporting All Contacts
How to export your contacts to CSV to have an offline view
Written by
Camila Oliva
Updated over a week ago
Document Template Editor
Inserting Auto-fill Fields in a Document Text Editor
How to insert auto fill fields in a document text editor
Written by
Camila Oliva
Updated over a week ago
Editing Document Settings
How to edit the documents settings
Written by
Camila Oliva
Updated over a week ago
Inputting User Signers into a Text Editor Document Template
How to input signers into a text editor document template
Written by
Camila Oliva
Updated over a week ago
Inputting Contact Signers into a Text Editor Document Template
How to input signers into a text editor document template
Written by
Camila Oliva
Updated over a week ago
Custom Fields
Creating a Matter Custom Field
How to add custom fields to a matter to add additional details to the matter
Written by
Camila Oliva
Updated over a week ago
Deleting a Custom Field
How to delete an existing custom field
Written by
Camila Oliva
Updated over a week ago
Editing a Custom Field
How to edit any of your existing custom fields
Written by
Camila Oliva
Updated over a week ago
Editing a Value from a Matter Custom Field
How to edit a value from a matter custom field
Written by
Camila Oliva
Updated over a week ago
Inputting a Value From a Matter Custom Field
How to input a value from a matter custom field
Written by
Camila Oliva
Updated over a week ago
Settings and Billing
Adding New Users
Adding new users to NovoTempus via the settings
Written by
Andres Ocampo
Updated over a week ago
Creating a Letterhead
How to create a letterhead for your Law Firm and save it to the software
Written by
Camila Oliva
Updated over a week ago
Including Your Letterhead in a Document Template
How to include your letterhead of your firm to a document template
Written by
Camila Oliva
Updated over a week ago
Assigning User Roles
How to assign user's roles between Admin, manager and normal users
Written by
Camila Oliva
Updated over a week ago
Updating Your Law Firm's Info
How to update your Law Firm's information through the settings
Written by
Camila Oliva
Updated over a week ago
Finding Deactivated users
How to find users that have been deactivated in the software
Written by
Camila Oliva
Updated over a week ago
Re-Activating Users
How to re-activate users once they have been deactivated through your account
Written by
Camila Oliva
Updated over a week ago