General

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

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26 articles in this collection
Written by Jack Donahue, Travis, Amanda Rae and 3 others
General Feature Information

How to Utilize Multiple Brands/Accounts?

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

Client Portal Overview

Learn more about sharing documents in bulk with the Client Portal
Teresa Webb avatar
Written by Teresa Webb
Updated over a week ago

Client Portal - Customizing Your Global Settings

Learn how to update the Client Portal for ALL contacts
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Client Portal - Customizing per Contact

Learn how to customize a specific contacts Client Portal
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Client Portal - Giving Contacts Access

Learn the various ways to give your contacts access to their very own client portal!
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

All About "To-Do" Tasks

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

Quick Look Sidebar

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

Recent Client Activity

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

Complete List of Tokens

Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago

Time Tracking

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

Tag Feature Overview

Learn the types of tags you can create and where to find them
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago