Make Managed Documents Available for End Users via Context-Sensitive Help


Would you like to provide content created outside of ANCILE uPerform to end-users via in application context-sensitive help?  Did you ever think, if I could just assign a transaction code to that policy or reference document, it would stop a lot of repeat questions? Well, you can!

You can upload managed documents to your uPerform server and make them available from the help menu right in your application. For instructions on how to do this, check out How to assign a transaction code to a managed document for context-sensitive help in uPerform on the Intelligence Hub (log-in required).

Check back next Tuesday for another tech tip!