General

Learn more about general site features, troubleshooting information, and more our subscription and cancellation information

Jack Donahue avatar Sierra Tuttle avatar Travis avatar +2
23 articles in this collection
Written by Jack Donahue, Sierra Tuttle, Travis and 2 others
General Feature Information

How to Utilize Multiple Brands/Accounts?

Getting Started with multi-brand/accounts through linked brands
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Written by Travis
Updated over a week ago

How do I delete or remove a linked brand/account?

Learn now to delete/remove a linked brand/account here.
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Written by Travis
Updated over a week ago

Client Portal Overview

Learn more about sharing documents in bulk with the Client Portal
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Written by Travis
Updated this week

Client Portal - Customizing Your Global Settings

Learn how to update the Client Portal for ALL contacts
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Written by Sierra Tuttle
Updated this week

Client Portal - Customizing per Contact

Learn how to customize a specific contacts Client Portal
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Written by Sierra Tuttle
Updated this week

Client Portal - Giving Contacts Access

Learn the various ways to give your contacts access to their very own client portal!
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Written by Sierra Tuttle
Updated this week

All About To-Do Tasks

Learn how to add To-Do's and where due & past due To-Do tasks live
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Written by Sierra Tuttle
Updated over a week ago

Quick Look Sidebar

Quick and easy access to Calendar events, To Dos and the 17hats Setup Guide
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Written by Travis
Updated over a week ago

Recent Client Activity

Review and filter all of your client's document activity in one spot
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Written by Travis
Updated over a week ago

Custom Fields

Learn how to add custom fields into 17hats, and get answers to common questions about this new feature
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Written by Travis
Updated over a week ago

Complete List of Tokens

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Written by Jack Donahue
Updated over a week ago

Time Tracking

How do I use time tracking within 17hats?
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Written by Travis
Updated this week