How to Use Syniti Knowledge Platform Help

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Assistance in the Syniti Knowledge Platform is provided at three levels: field level, page level, and online help. Syniti wants to provide information where and when it’s required, using the appropriate level of detail and making it easy to access.

Field Help

Hover over a help icon to view the help for that field.

Field help gives you the clarity you need to complete immediate tasks on a page without having to click away or read too much.

Note

Fields that are self explanatory or assumed to be known by the user do not have field-level help.

Page Help

Page-level help provides context, detailed steps, and conceptual background related to the displayed page.

Click the Page help icon to access page-level help.

Online Help

This help system included with the Knowledge Platform contains pages that describe:

  • Tasks that users perform using the components and solutions

  • Tasks and processes that the components perform

  • Technical configuration and other tasks must be completed before users can work on each component

Navigate Online Help

Once the online help opens, a Welcome topic displays. To return to this page at any time in your session, click the Syniti logo in the top-left corner of the page.

Online Help Theme

To switch between Light and Dark mode on the Help portal, click the Theme icon in the top-right corner of the page. Your preference will be saved automatically for future visits.

Search

To find a specific page or information in this help system, use the search bar.

Print

To print a page, click the ellipses () button and select Print just below the page’s title.

Export to PDF

Export a Category

In the Navigation panel, click the ellipses () button and select Export PDF to export an entire category or a sub-category in a .pdf file.

Export a Page

To export a page in a .pdf file, click the ellipses () button and select Export PDF just below the page’s title.

Listen to Help Pages

If you prefer listening over reading a page, click Listen to have the content read aloud.

Footer Links

The following elements are available in the footer of every page:

  • Links to Syniti's Terms of Use, Trademarks, and Privacy Policy

  • Links to Contact Support, Access the Product Ideas Portal, and Request Product Training

  • A link to the Knowledge Base

Submit Feedback

You can provide feedback about the online help content for any page using the Submit Your Feedback button located on the right side of the page. This button opens a Feedback form where you can share your thoughts.

Feedback

Provide a brief summary and include your suggestions in the Description field. It is recommended to enter your name and email address, so that you can be notified for the action taken based on your feedback, such as updates to the page or response to your submission.

Important!

Syniti recommends to enter a detailed feedback as it allow us to understand what you like about our content and what needs improvement. Your detailed feedback enables us to provide improved user experiences through our comprehensive online help.