Resources

This topic gives you tips for using the Online Help to quickly find information that you need. You will also find Customer Support contacts as well as the FinThrive notices.

The Online Help is designed to be your first and best resource when you encounter problems, need more information about something in the interface, or need step-by-step procedures.

While you are working in the Knowledge Source application, you can pull up the Online Help document to browse the Table of Contents or search for a topic that you need more information about.

  1. Go to Help > Online Help in the Main Menu. The document opens in a new window.
  2. Maximize the window to full screen. or click the hamburger icon to access the Table of Contents in the side panel.
  3. In the Table of Contents click a topic to expand its contents.

    Click image to play video and click video to close.

  4. (Optional - Search the Online Help)
    1. Enter a keyword or phrase into the Search field.
    2. To apply filters, click the filter icon and select a topic to search within.
    3. Press Enter on your keyboard or click Search. Results display by topic.

Note: The keywords used in your search are highlighted within each topic. Click to remove all.

Feature

Description

Context-Sensitive Help

The Knowledge Source application has context-sensitive help, which means you can access individual help topics for the page in the UI that you are on. This saves the step of searching the full help document for information about a feature you are in the middle of working with.

Click in the Main Menu. The Online Help document opens in a new window to the corresponding topic.

Hover your mouse over the video to show the playback bar. Click the Expand icon to view the video at full screen.

Note: You can also access context-sensitive help by clicking Help > Current Page from the Main Menu.

Micro Content

Micro content is a condensed version of a search topic that displays above the search results. Some topics in this online help document have the micro content feature.

In this example, a search was executed for Billing Editor. The micro content displays at the top of the page.

Hover your mouse over the video to show the playback bar. Click the Expand icon to view the video at full screen.

This table describes the icons and labels that are located under the Search field in the Online Help.

Icon or Label

Title

Description

You are here:

Breadcrumbs

The breadcrumbs tell you where you are in the document.

  • The current page is last in the breadcrumbs string.
  • All preceding topics are hyperlinked.

Search

You can search the entire help document, or you can use filters to search by topic.

Steps

  1. Enter a word or phrase into the Search field.
  2. To apply filters, click the filter icon and select a topic to search within.
  3. Press Enter on your keyboard or click the magnifying glass. Results display by topic.

Note: The keywords used in your search are highlighted within each topic.

Remove Highlights

The keywords used in your search are highlighted. This icon removes the highlighting from the page.

Print

Prints the topic that you are viewing.

Expand All

Displays the next topic according to the order in the Table of Contents.

Collapse All

Some help topics include subtopics containing more detailed information in an expandable / collapsible format. This icon allows you to collapse or expand all of the subtopics at once.

There are two ways to get help when you experience a problem with the Knowledge Source interface.

FinThrive Community Portal

The FinThrive Community Portal offers a one-stop shop of product information and peer-to-peer discussions, all customized to your FinThrive products. It allows you to submit issues directly to FinThrive Customer Support colleagues, track the status of those issues, and download documents. You can also browse questions and answers other Knowledge Source users have submitted.

Access to the Community Portal is available at nThrive Community Portal. For details on getting set up with your community, contact your FinThrive Client Support representative.

Client Support Phone Number

If you do not have access to the FinThrive Community Portal, you can contact Client Support directly at: 800.390.7459.

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Information Statement

From time-to-time, the Content may refer to FinThrive but may include references to customer statements, data, or statistics that were generated from the business operations of one of FinThrive’s subsidiaries prior to the formation of FinThrive. FinThrive strives to provide accurate information in the Content, but assumes no responsibility or liability for any errors or inaccuracies that may appear. FinThrive makes no warranty, express or implied, regarding the accuracy, adequacy, completeness, legality, reliability, or usefulness of any Content provided and specifically disclaims any implied warranties of merchantability or fitness for a particular purpose. All Content is provided on an “as-is” basis.

Company Statement

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