Tutorials and Help

Owned by Lisa Barnett
Last updated: Nov 01, 2023 by Support Desk
3 min read

Table of Contents

 

Overview

The Tutorials and Help section is where Site Administrators can go to receive assistance with all things ShareVision.

 

 

Requirements/Dependencies

Before accessing Tutorials and Help, you will need to

  • Login with Site Administrator permissions 

  • Have an idea of what you need help with on your ShareVision site

 

 

 Instructions

How to Access Tutorials and Help

There are two ways to access the Tutorials and Help section of your site: from the user facing side or from Site Administration

Accessing Tutorials and Help from the user facing side:

  1. Login to ShareVision with a user account that has Site Administrator permissions.

  2. Click the Tutorials and Help button

  3. The button will bring you directly to the Tutorials and Help Page

 

Accessing Tutorials and Help from Site Administration:

  1. Login to ShareVision with a user account that has Site Administrator permissions. 

  2. Select (click on) your name in the upper right hand corner

  3. Select Site Administration on the menu that appears

  4. The Site Administration Home page will be displayed. Select Tutorials and Help in the Site Settings section

     

  5. The Tutorials and Help Page will be displayed

     

 

Tutorials and Help

The Tutorials and Help Page is broken down into three separate sections: Tutorials, Knowledge Base and Support Forum.

Tutorials

The Tutorials section is where all the video walk throughs of ShareVision features will appear. When first clicking into Tutorials and Help, a pop-up will automatically display with the video tutorials.

You can choose to watch the videos immediately to simply press the 'X' to close the pop-up.

To access the available video tutorials without the pop-up, click the View ShareVision Tutorials button

The available tutorials will appear on the bottom right side of your screen along with a tracker of your progress. Click a tutorial from the list and a pop-up will appear within ShareVision with the selected video, press Play.

Knowledge Base

The Knowledge Base is a collection of articles covering a wide variety of topics. Each article focuses on an aspect of ShareVision and provides a breakdown, best practices, and step by step instructions to set up the selected feature.

To access the Knowledge Base click View ShareVision KB

 

A separate browser tab will open for the Knowledge Base. Articles can be found using the either:

  1. The sections on the left

  2. The search bar.

Once clicking on an article it will appear. Each article has a Table of Contents at the top to ensure you are able to find all necessary information.

 

Clicking on a section will take you directly to that point in the article. At the end of the article there will be a list of related articles that could be useful. Select an article in Related Articles to be taken directly there.

Community Forum

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