Once you have processed all documents in ATO SmartDocs, you can export them to HowNow or HowNowX by following the steps below.
Use the Filters button on the ATO SmartDocs processing screen to select the documents you want to export. We recommend exporting documents after you have emailed and notified clients because a timestamp is generated in the footer of the email.
Click Select All after applying filters, or tick each document individually if you do not want to export all documents.
Click the Export to HowNow button.
A progress window appears showing the total number of documents being exported. Note: The number of exported items will be twice the number of selected documents because emails or letters are also exported.
After the export completes, documents that were successfully exported display the status Completed.
If any documents fail to export, a pop‑up window appears showing the document name and the corresponding error message.