Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 


The Document Register is where the flow of any Documents held by your firm will be controlled from. It allows you to easily find documents, track the status and update as required.
You can create or upload new documents, search what is already in the system, change the status or open individual documents and much more from this screen.

...

Delete: Deletes the document from the Wise Owl System. 


What is my firm’s URL?

When you start using Wise Owl you will be given your very own URL to log into the product. Your URL will generally look like <Your firm>.wols.com.au

 


Where can I see a list of available document templates?

We release documents to current subscribers based on their area however, if you would like additional documents released to your database, please let us know.

A full list of templates can be seen at http://wise-owl.pages.ontraport.net/templates 


What is my Documents path?

Win 10 \\<your firm URL\docs

Win 7 \\<your firm URL>@SSL\docs 


How do I turn on Documents 'Remember Me'?

...

If you don't wish to have your login remembered, select the 'Don't Remember Me' option.