Overview: The Active - HowNow X integration allows users to seamlessly search and link documents from HowNow X directly within Active Workpapers, thus eliminating the need to switch between applications. Additionally, the integration enables users to export finished binders directly to HowNow X, bypassing the manual process of downloading and uploading completed binders. This streamlined workflow not only saves time but also minimises the likelihood of errors.
Please refer to the Glossary for definitions of key terms used in this article.
Prerequisites
The administrator setting up the integration must have administrative access within Active and HowNow X.
For seamless functionality, please ensure you're on the latest version of HowNow X.
Setup
To set up the Active - HowNow X integration, follow these steps:
1. Log in to the Active homepage and navigate to the Admin Centre by clicking on your username.
2. In the Admin Centre, under the Firm banner, select Integrations.
3. Locate the 'HowNow X' integration option and click Configure.
4. The 'Binder Link Setting' option controls whether URLs for binders created in Active are automatically posted to HowNow X. Enabling it makes binder links visible in HowNow X, but it's optional and off by default.
An example of the Binder URL created in HowNow X.
5. Select your HowNow X 'Default Location For Exported Binder Zip File'.
6. Select your Document linking Options.
How to use the integration
a) Linking/copying source documents
For information on how to link HowNow X documents, see the 'Linking a document' section in the support article: How to link various records to a binder.
The only difference to the article is that you would select Add from HowNow X and select documents that way instead of dragging and dropping documents using the 'Upload Docs' feature.
If you have selected 'Copy documents from HNX' in Step 4 under 'Document linking Options', the documents inserted from HNX will be copied and hosted in Active instead of creating a hyperlink. You will need to ensure that if any versioning/changes are made to this document in HNX, you delete and reinsert the document in Active to ensure consistency.
b) Exporting completed binders
For information on how to export a completed binder to HowNow, see the support article: How to complete and export a binder.