Managing Help Files

Purpose/Overview

This article explains how to add and manage help files in your system, including uploading support documents or linking to external resources.

Navigation Path:

To access help information, go to Utilisphere > System Management > Administration > General > Help Files

Key Benefits/Use Cases:

• Centralized Help Resources: All help documents and links are stored in one place, making it easy for users to find guidance when it's needed.

Things to Know:

• Permissions: Admin-level access is required to modify Help Files.

How It Works:

The Help Files section is used to store any reference materials or internal process documentation. This ensures easy access and consistency across the team. 

Adding a Help File

1. On the Manage Help Files page, click Add a Help Item in the left column.
   
   

2. Fill out the following fields on the Add Help Item page:
   

• Category: This field is used to group help files by topic. Select an existing category from the dropdown menu or click New... to create a new one.
  
  
  
• Description: The information in this field is a short description that appears next to the file name.
• Friendly Name: The text added to this field is the clickable name that appears on the Manag Help Files page
• Type: Choose one of the following for this field:
  

1. File – Upload a help document by clicking Browse to select a file from your device.
2. Link – Provide the URL to an online help resource.
   
   
3. Click Save to finish.
   

Questions?  Contact us!