This page is dedicated to our How-To Guides. If you are new to the OWL, check out our Tutorial
These are task based guides to Wise Owl.
That is, "I want to do xyz", so you will need to do a, then b, then c.
See Also FAQ's (Frequently asked Questions) and our Video link directory
Click the 'Child Pages' button below to see a full list of the How To Guides.
How do I add more records to an existing bill?
How do I add multiple contacts to a matter?
How do I change the Billing name and address on an Invoice?
How do I create a Non Billable matter? (e.g. for Admin work)
How do I delete a Discount / Adjustment Note
How do I fix productivity reports assigned to wrong fee earner?
How do I get Microsoft Word to remember my login?
How do I get my Dye & Durham searches ready for billing?
How do I Import documents from my prior system?
How do I make a Matter sensitive?
How do I fix productivity reports assigned to wrong fee earner?
How do I get my Dye & Durham searches ready for billing?
How do I move a disbursement if it is already posted?
How do I perform a Conflict Check?
How do I prepare a File Cover?
How do I prepare for a Trust Audit?
How do I receipt a payment from a client in General that should have gone to Trust?
How do I record time I don't charge for?
How do I refund a client for an overpayment?
How do I remove Enable Editing off Documents? (Trusted Sites and locations)
How Do I Reverse or Cancel this Trust Cheque?
How do I see a split of Fee Earners on a bill?
How do I see my Work in Progress? (Unbilled Work)
How do I send Word Documents as a PDF on email?
How do I set up a new Matter Type?
How do I turn off Autofill in Wise Owl?
How do I use precedents across other areas of law?
How to Change a Trust Cheque Number
How to Clear a Trust Payment or Receipt
How to Complete or Delete Dye & Durham searches
How to Create Matters for Development Sale (Projects)
Example & Download of Template for Multiple Matter/Contact Upload
How to Create Typing Shortcuts
How to delete a contact and matter
How to Most Effectively use WOL
How to move records from the Error Matter
How to prepare a General Deposit Slip
How to prepare a Trust End of Year Statement (Letter)
How do I send an Accounts Receivable Statement to my clients?
How to print an Invoice in an alternate format
How to Reconcile a Trust Bank Account
How to Record Special Deposits / Statutory Deposits
How to Reverse a Trust Receipt or Payment
How to set up a Stakeholder matter / file
How to stop the red notification messages (load times)
How to update Let's Encrypt certificate for ON Premise OWLS
Which report will give me Total time billed per month, per matter, for one client