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Using the online help

Here are a few tips on using the Synergetic online help. To access the online help:

Navigating around the online help

There are a number of different ways to navigate around the online help. Use the:

Contents tab

Online help contents (cut down)

The Contents tab displays all of the contents of the help in a structured way.

At the top level, the Welcome page is followed by the What's new heading, then each of the chapters for each function covered. For example, the Introduction is usually the first chapter displayed.

To expand the chapter, click on the plus symbol next to the chapter name. The main chapter topics are expanded.

Some of the main chapter headings will need to be expanded further to reach the topic of interest.

Click on the topic name to display the topic's contents in the right-hand pane.

To collapse the chapter or main chapter, click on the minus symbol.

Index tab

Online help index

The Index tab contains all the terms available in the index. You can scroll down to a particular term, or click on one of the capital letters at the top of the index pane to jump to that letter in the index.

The index uses lots of synonyms for words that you might search on, and so you have a much greater chance of finding a particular piece of information.

The index also differentiates between the relevance of the information in a topic where a word or phrase is used. If a word is used in passing in a topic, the index is unlikely to direct you to that topic. The full text search feature cannot differentiate between what is important and what is not.

Search tab

Online help search

To search for a word or phrase in the online help, type it into the Enter a keyword or phrase field and click Go.

The Search tab is different from the index because it allows you to search for any word or phrase used in the online help. The difference is that if the term you want to search for is not used in the actual text of the online help, you won't find the information you want.

See also

Online help see also

Each topic has a list of related topics displayed at the end. This See also list contains hyperlinks to other topics of interest.

Drop-down hotspots

Many topics contain drop-down hotspots containing detailed information on how to navigate to particular windows or tabs. This information is only displayed when you click on the hotspot. This is so that the topic is not cluttered up with information that you may not need.

A drop-down hotspot is displayed like a hyperlink, in a blue font and underlined.

Online help hotspot

Click anywhere on the text to expand the hotspot. Click on it again to contract it.

Online help hotspot open

Newer help file

The following message can be displayed if a new version of the help file is available.

Confirm window

Click Yes button (same size as cancel button) and the new help file is copied locally and opened.

Copying 1 item window

Last modified: 23/09/2014 1:16:42 PM

See Also

Introduction to Synergetic

What's new to the Introduction

Using the custom help

Finding additional information from Synergetic Management Systems

Introduction to the community

Overview of major functions

Conventions used in this documentation

Navigating around Synergetic

Calendar

Searching

Launching another program

Running a standalone program

Common buttons

Sorting and filtering grids

Spell check and spelling options

Overview of security

Updating and deleting records

File types

Multitasking

Exporting information to other applications

Communicating with community members

Tag lists

Managing tasks

Action Centre

Using document management (DocMan)

Running reports

Setting field values in bulk

Contact Synergetic Management Systems

© 2015 Synergetic Management Systems. Published 6 May 2015.

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