Documentation and contextual help are available
Published guides are available through public documentation, page help panels and the AI assistant.
Overview
Published guides are available through public documentation, page help panels and the AI assistant.
Use updates with the current workflow guide
An update introduces a change; the feature guide explains how to use the current workflow. Check the guide’s date, the role it applies to and the company features available to your account before following instructions. A feature can be visible to one role while another role sees different controls for its part of the same handoff.
Public documentation, page help and assistant citations point to published guidance. The help panel keeps the relevant article beside your work; the full article gives more space for pictures and related guides. Use the article language selector when you prefer English, French or Arabic, while keeping record references unchanged.
If a label or screenshot differs from your interface, preserve the article URL, heading, page and role in your support request. Explain the exact step and result that did not match. Do not assume a changed screenshot means a record should be recreated or an access restriction ignored; ask for clarification on the existing workflow.
Steps
- Open Documentation to browse the feature categories.
- Use the help icon in your application workspace to open a relevant guide in a side panel.
- Follow a guide link to open the full article when you need more room.
- Ask the assistant a product question and use its source links to inspect the published guidance.
Good to know
The same published article powers the public page and contextual help. Check the article date and your role when following a guide.
Application links
Application links require the appropriate account access. The destination is selected for your signed-in role.