OfficeTools
OfficeTools Documentation
- Learn more about the Team Dashboard - New Feature
- OfficeTools Contract FAQs
- OfficeTools Support Description
- OfficeTools Premium Support
- OfficeTools Hosting License/Permissions
- OfficeTools Software Warranty
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 in OfficeTools
- Fields in OfficeTools are being Cut Off
- How do I contact OfficeTools Support?
Installation & Updates
Getting Started
- Aimi Interface Overview Guide
- How to add a new user in OfficeTools?
- How to Setup Letterhead Options in OfficeTools
- Introduction to Billing in OfficeTools
- OfficeTools Checklist - When and How to use them?
- OfficeTools Document Category- When and How to Use?
CRM
- Contact Groups
- Difference between Projects and To-do's
- How to add Holidays and Event Types
- How to Create a Contact in OfficeTools?
- How to Create a Note
- How to create an Appointment
Projects
- Creating an Assignment Group
- How to Create a Project
- How to Create a Project Definition
- How to Manage Projects in Mass in OfficeTools
- How to setup Checklist
- How to Setup Missing Information
Billing
- Deposit error: GnuMICR font install
- Global Invoice Options - Aging Tab
- Global Invoice Options - Format Tab
- Global Invoice Options - Late Fees Tab
- Global Invoice Options - Options Tab
- How to add a Billing Rate to a Work Code
Documents
- All documents show as missing
- File Names verses Name for Documents
- Global Document Settings - Copying Tab
- Global Document Settings - Folder Options
- How the Document Management System works
- How to create a Document Review in OfficeTools
E-Signature
Multi-Office
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