OfficeTools
OfficeTools Release Notes
FAQ
- Aimi crashes when selecting items on the Task List
- Aimi Fails to Launch
- Aimi is slow or freezes when sending/receiving messages
- Creating a Form Letter
- ESignature is grayed out
- ESigned documents aren't downloading into OfficeTools
Installation & Updates
Getting Started
- Aimi Interface
- Checklist - When and How to use them
- How to add a new user
- Introduction to Billing
- Letterhead Options
- OfficeTools Layout
CRM
- Contact Groups
- Creating a Note
- Creating an Appointment
- Creating Relationships
- Difference between Projects and To-do's
- Holidays and Event Types
Projects
- Checklist
- Creating a Project
- Creating a Project Definition
- Creating an Assignment Group
- How to Setup Missing Information
- Managing Projects in Mass
Billing
- Bill-to-Contacts in OfficeTools
- Credit Memos
- Debit Memos
- Global Invoice Options - Aging Tab
- Global Invoice Options - Format Tab
- Global Invoice Options - Late Fees Tab
Documents
- All documents show as missing
- Creating a Document Review
- Creating a New Document
- Document Management Drop Folder
- Documents (missing) on one workstation
- File Names verses Name for Documents
Mobile App
- Activities feature of the OfficeTools Mobile Companion App
- Contact features of the OfficeTools Mobile Companion App
- Event features of the OfficeTools Mobile Companion App
- How do I change my password for the OfficeTools Mobile Companion App
- How to set up the OfficeTools Mobile Companion App
- Logging In / Out of the OfficeTools Mobile Companion App
Integrations ↴
Video Guides
- Activity List Features
- Add Schedule Overview
- Aimi
- Assigning Billable Rates
- Auto-Apply of Payments
- AutoReminders