How to guides
General
In addition to the more detailed information about the various areas and options within NEWTON, we have compiled some supplementary how-to guides and step-by-step instructions from across the help center as well.
In this section
01
How to Start with Newton
Basic data structure How to start? Entities are the most central elements of Newton. Before creating your…
02
Working with Document Templates
What are Document Templates? Document templates serve as the foundation for generating customized documents.…
03
Copy Entity Data from NEWTON into Emails or Documents
Need to Share Entity Info Fast? Here’s the Quickest Way. Whether you’re answering a compliance request or…
04
Set Default Filters in NEWTON for Faster Access
General If you use NEWTON frequently, you’re likely working with the same entities or projects repeatedly.…
05
How to enable Single Sign-On with Microsoft
General If you or your organisation have a Microsoft account, you can enable Single Sign-On to Newton using…
06
Track Asset Valuations
General Whether you’re managing real estate, fund assets, or other investment structures, keeping track of…
07
Set up Proxies
Proxies Proxies in Newton are per responsibility, or function. This enables the same person, in their…
08
Tool to Exchange Board Members (Enterprise plan)
General Accurate board records are not just good practice. They matter for compliance, KYC, UBO checks, and…
09
Clean up Approval Rules
General As approval rules are dedicated guidelines that define the necessary approvers required for actions…
10
AP Module - Set up Invoice Approval Workflows
AP Approval Module required Order of Setup Configure responsible contact groups for cash book category…