The WorkflowMax support centre uses the following interface features and conventions.
You might also find it helpful to look at the conventions and symbols used in WorkflowMax to show various status settings and options.
| Feature | Description |
|---|---|
| See menus in use (11 sec.) | Navigation menus. Use the support centre menus to navigate directly to articles of interest under any of the four categories. By browsing the menus you can get a clear idea of the overall scope of the material in the support centre. |
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Side menu (on sub-pages only). Use the side menu to navigate to related articles within the current section of the support centre. The name of the currently displayed article is shown in green text. Children of the current article are indented. Click the name of the parent article to go up a level in the menu. |
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Articles and sub-sections. As you browse the support centre, you'll see that articles are listed first in any section, followed by sub-sections (shown with the arrow symbol
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Search box. For help on a specific term or phrase, type it into the Search box and press Enter. You can clear any text in the search box by clicking the "X" that appears next to the magnifying glass icon. If you need to find an exact phrase, such as "staff settings", enclose the phrase in double quotes. That will find each occurrence of the required phrase ("staff settings") rather than all occurrences of the individual words "staff" and "settings". |
 Print |
Use the Print button to print the current help article. |
 Expand/Collapse All |
Use the Expand/Collapse all button to show (or hide) all the hidden text in the current article. See Drop-down text below. |
 Remove search highlight |
After a successful search for a keyword, all matching text is highlighted in yellow. Use the Remove search highlight button to clear the highlights (or just refresh the browser window). |
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Drop-down text. Some articles include drop-down areas that contain more detailed information. This detail is hidden until you open the drop-down area by clicking the  icon or text. |
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| Convention | Description |
|---|---|
| Data field name | In the support centre, the names of WorkflowMax menu items, buttons and data fields are shown in bold text. |
| Required field name |
In the support centre, the names of WorkflowMax mandatory (required) data fields are shown in bold red text. In the WorkflowMax interface, these mandatory fields are flagged with a red asterisk (*). |
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Important |
Information shown like this is important for your understanding and effective use of WorkflowMax. |
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Tip |
Information shown like this may help you use WorkflowMax more easily. |
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Note |
Information shown like this may be helpful. |
| Video (opens in overlay). Some help articles include short video clips that provide an audio-visual presentation of the information relating to the help article itself. Just click the link then play the video. | |
| option > option |
To reduce the number of steps in some instructions in this support centre , the ">" symbol is used as shorthand for selecting a sequence of options. For example, the instruction: In the Business menu, select Invoices > + New > New Progress Invoice. means that after selecting Invoices in the Business menu, you should then select + New and finally select New Progress Invoice (from the drop-down menu, in this example). |
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Checkbox terminology. A checkbox is either selected or deselected to identify which options are required in WorkflowMax. |