Help Center Introduction

This article describes the structure of FORTH's online Help Center. This article includes the following topics:

• Overview
• Typographical Conventions
• How it Works
• Assistance

Overview

The FORTH Help Center provides a centralized knowledge base to help you quickly find answers, resolve software questions, and learn about FORTH CRM and FORTH PAY features. 

This self-service portal eliminates the need to wait for basic support inquiries, keeping your team focused and productive.

The Help Center's user interface is simple to use. 

Typographical Conventions

How it Works

1. Enter specific keywords into the Search bar at the center of the top of the page to quickly locate articles related to your issue.
   
2. At the top of the page, to the right of the FORTH logo, you will see several links.
   • What's New? - access to our monthly release Notes and any other review of product features.
   • FORTH Holidays - the days that the FORTH offices may be closed around a holiday.
   • Client Ticket Portal - access to our Support ticketing system
   • ForthCRM - direct access to the FORTH CRM
   • Submit a Request - allows you to make a request regarding Help Center content (see the Assistance section below).
3. Select a category under the Categories section (see the top of the image below), such as Getting Started, Automation and Triggers, Software Basics, or Analytics and Reporting, to browse grouped topics.
4. The Getting Started section (top left Category) focuses on helping familiarize you with the naming conventions and styles used in the FORTH system and the Help Center itself. This includes customizing your dashboard, saving your favorite pages for quick access, and additional information that will help you become comfortable using the FORTH CRM.
   

5. Click the links under Promoted articles (see bottom of the image above) for immediate access to frequently requested information, such as How to Search for a Transaction or Document Packages.

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Assistance

If you need assistance, or have a request for additional information not currently found in the Help Center, click Submit a request at the top right of the page header to open a direct ticket with the FORTH support team.

You can also email our support team directly at support@setforth.com.

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