Use Online Help

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. Click to maximize the window to full screen or click the hamburger icon to access the Table of Contents.
  3. In the Table of Contents click a topic to expand its contents.

    Click image to play video and click video to close.

  4. To search the Online Help, enter a keyword or phrase into the Search field.
  5. To apply filters, click the filter icon and select a topic to search within.
  6. Press Enter on your keyboard or click . Results display by topic.

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

Click image to play video and click video to close.

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.

Click image to play video and click video to close.

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.

Click image to play video and click video to close.

 

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.

Click image to play video and click video to close.

 

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.

Documentation Feedback Button

Submit an email to the FinThrive Documentation Team with questions or comments about a selected help topic.

Steps

  1. In the Online Help document, navigate to the topic you would like to submit feedback for.
  2. Click . An email template displays with the topic in the subject line.
  3. Add your feedback in the body of the email.
  4. Click Send.