How-to Guides

Andres Ocampo avatar Camila Oliva avatar
117 articles in this collection
Written by Andres Ocampo and Camila Oliva

Preparing a Document

How to prepare a document by using a template
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Written by Camila Oliva
Updated over a week ago

Adding a Workflow Template

How to add a workflow template to a matter
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Written by Camila Oliva
Updated over a week ago

Changing My Password

How to change your password
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Written by Camila Oliva
Updated over a week ago

Adding My Email Signature

How to add an email signature
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Written by Camila Oliva
Updated over a week ago

Editing My User Info

How to edit my user information
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Written by Camila Oliva
Updated over a week ago

Viewing Another User's Task

How to view the tasks of other users
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Written by Camila Oliva
Updated over a week ago

Assigning a Task

How to assign a task to a contact or matter
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Written by Camila Oliva
Updated over a week ago

Editing a Task

How to edit a task
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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
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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
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Written by Camila Oliva
Updated over a week ago

Viewing All Your Tasks

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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
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Written by Camila Oliva
Updated over a week ago

Creating New Tags

How to create new tags from settings, contact, or matters
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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
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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
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Written by Camila Oliva
Updated over a week ago

Cancelling an Appointment

How to cancel an appointment
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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
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Written by Camila Oliva
Updated over a week ago

Setting an Auto-Reminder for an Appointment

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Written by Camila Oliva
Updated over a week ago

Syncing to a Calendar

How to sync your private calendar with Novo
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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
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Written by Camila Oliva
Updated over a week ago

Rescheduling/editing an Appointment

How to reschedule or edit an appointment
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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
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Written by Camila Oliva
Updated over a week ago

Viewing the Agenda by Item Type

How to filter the agenda by item types
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Written by Camila Oliva
Updated over a week ago

Filtering the Agenda by User

How to filter the agenda by users
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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
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Written by Camila Oliva
Updated over a week ago

Viewing Past Due Items

How to view items that are past due
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Written by Camila Oliva
Updated over a week ago

Viewing Upcoming Items

How to view any upcoming events
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Written by Camila Oliva
Updated over a week ago

Viewing Items that are Due Today

How to view the items that are due today
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Written by Camila Oliva
Updated over a week ago

Deleting a Quick Appointment

How to delete an appointment
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Written by Camila Oliva
Updated over a week ago

Editing a Quick Appointment

How to edit an appointment made through a Quick Appointment
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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
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Written by Camila Oliva
Updated over a week ago

Scheduling a Quick Appointment

How to schedule a quick appointment through the quick intake
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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
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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
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Written by Camila Oliva
Updated over a week ago

Adding a Note to a Contact

How to add a note to a contact
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Written by Camila Oliva
Updated over a week ago

Viewing Submitted Documents

How to view your submitted documents
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Written by Camila Oliva
Updated over a week ago
Matters

Adding Matter Statuses

How to add a status to a matter
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Written by Camila Oliva
Updated over a week ago

Uploading Files to a Matter

How to upload a file to a matter
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Written by Camila Oliva
Updated over a week ago

Moving Matters to Different Statuses

How to make a matter display a different status
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Written by Camila Oliva
Updated over a week ago

Sending Emails From a Matter

How to send emails from a matter's page
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Written by Camila Oliva
Updated over a week ago

Deleting a Matter

How to delete a matter (irreversible)
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Written by Camila Oliva
Updated over a week ago

Adding a Note to a Matter

How to add a note to a matter
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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
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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
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Written by Camila Oliva
Updated over a week ago

Adding Contacts to a Matter

How to add a contact to a matter
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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
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Written by Camila Oliva
Updated over a week ago

Changing a Matter Status

How to change a matter's status
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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
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Written by Camila Oliva
Updated over a week ago

Editing a Matter's Details

How to edit a matter's details
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Written by Camila Oliva
Updated over a week ago

Viewing Uploaded Files

How to view the files you have uploaded to a matter
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Written by Camila Oliva
Updated over a week ago

Viewing Notes on a Matter

How to view your notes on a matter
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Written by Camila Oliva
Updated over a week ago

Adding Notes to a Matter

How to add notes to a matter
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Written by Camila Oliva
Updated over a week ago
Forms

Viewing Submitted Forms

How to view your submitted forms
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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
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Written by Camila Oliva
Updated over a week ago

Continuing Editing a Quick Form

How to continue editing an already exiting quick form
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Written by Camila Oliva
Updated over a week ago

Saving Progress on a Quick Form

How to save your progress on a quick form
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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
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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"
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Written by Camila Oliva
Updated over a week ago

Starting a Quick Form

How to start a quick form the quick intake dropdown menu
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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
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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
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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
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Written by Camila Oliva
Updated over a week ago

Adding Questions to a Form

How to add questions to a form
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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
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Written by Camila Oliva
Updated over a week ago

Downloading a Completed Form

How to download a completed form
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Written by Camila Oliva
Updated over a week ago

Viewing a Completed Form

How to view a form that has been completed
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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
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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
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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
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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
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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
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Written by Camila Oliva
Updated over a week ago

Creating an Email Campaign

How to create an email campaign
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Written by Camila Oliva
Updated over a week ago

Creating an Email Template

How to create an email template
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Written by Camila Oliva
Updated over a week ago

Viewing Email Templates

How to view your already made email templates
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Written by Camila Oliva
Updated over a week ago

Removing/Deleting a Scheduled Email

How to delete a scheduled email
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Written by Camila Oliva
Updated over a week ago

Viewing Scheduled Emails

How to view the emails you have scheduled
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Written by Camila Oliva
Updated over a week ago

Viewing Sent Emails

How to view emails you've already sent
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Written by Camila Oliva
Updated over a week ago

Scheduling an Email

How to schedule an email from a matter's page
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Written by Camila Oliva
Updated over a week ago

Syncing Your Email

How to sync your email through the settings page
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Written by Camila Oliva
Updated over a week ago

Sending an Email

How to send an email from a contact or matter's page
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Written by Camila Oliva
Updated over a week ago

Cancelling a Scheduled Email

How to cancel an already scheduled email
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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
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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
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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
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Written by Camila Oliva
Updated over a week ago

Viewing All Your Contacts

How to view all of your contacts
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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
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Written by Camila Oliva
Updated over a week ago

Adding a Note for a Contact

How to add notes to contacts
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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
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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
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Written by Camila Oliva
Updated over a week ago

Adding a tag to a Contact

How to add tags to a contact
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Written by Camila Oliva
Updated over a week ago

Adding a New Company

How to add a new company to your contact list
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Written by Camila Oliva
Updated over a week ago

Editing or Updating a Contact's Details

How to edit an existing contact's details
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Written by Camila Oliva
Updated over a week ago

Adding Notes to a Contact

How to add notes to a contact
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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
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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
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Written by Camila Oliva
Updated over a week ago

Exporting All Contacts

How to export your contacts to CSV to have an offline view
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Written by Camila Oliva
Updated over a week ago