Navigating the FORTH Help Center

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 centralized knowledge to help you quickly find answers, resolve software questions, and learn about FORTH CRM and FORTH PAY features. This easy-to-use, self-service portal eliminates the need to wait for basic support inquiries, keeping your team focused and productive.

Typographical Conventions

• Bolded words: Refer to element names (buttons, icons, pages, windows, etc.)
• Italicized words: May be used for terms being defined (if not bolded already).

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.
   • View Existing Tickets - access to our Support ticketing system
   • Login to FORTH CRM - 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 Enrollment and Settlements, Automation and Triggers, Integrations, Industry-Specific Guides, Insights and Business Intelligence, System Administration, or What is New with Forth, to browse grouped topics.
4. The Getting Started Category (top left) helps familiarize you with naming conventions and styles used in the FORTH system and the Help Center. This includes customizing your dashboard, saving favorite pages for quick access, and additional information to help you be 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 Creating and Sending Document Packages, How to Change and Client's Payment Frequency, or Searching for a Transaction.
    

   The Promoted Articles section may change at a regular cadence. If there is a topic you would like to see in this section, please get in touch with us via the Submit a Request link in the header of the Help Center.

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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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