To Paper or Not To Paper: Going Paperless with HowNow (part 3)

To Paper or Not To Paper: Going Paperless with HowNow (part 3)

This article is the third in a series of articles on going paperless with HowNow. Click here to read part 4 of this series. To read the rest of the articles, head to the Paperless category.

DOC MANAGEMENT EDITED

Symptom: You can’t find THAT file

You know how it is: Windows Explorer requires you to remember where you saved a file in order to easily find it again. That’s often easier said than done, especially with a myriad of folders and subfolders on your system. It’s hard enough trying to remember where you saved your own files, let alone trying to guess where a colleague may have saved a particular file.

When a client calls with a question about a piece of correspondence or a document in their file, the usual response is to put them on hold while you try to locate the file. After a while, you let them know you’ll dig it up and get back to them. This doesn’t do wonders for your professionalism.

Solution

Behind the scenes, HowNow Manager saves your files into a folder structure on your server, but you don’t need to remember where you saved a file in order to find it. Type in part of the client name, client code or a keyword or two, and HowNow will have your documents for you in seconds. You can even filter your view based on who created a file, who approved it, when it was created, the file type – the options are extensive. The document will hit the caller’s email inbox while you’re still chatting! Impressive? They’ll think so.

Written by HowNowHQ View all posts by this author →

HowNow is the leading email and workflow management software for accountants across Australia - and now we're available worldwide! Our new cloud software creates a frictionless end-to-end workspace for ultimate client service. We’re not just leaders of smooth business – we’re leaders of the future.

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