All IntelliSurvey users are able to access our "Help docs," which provide information on how to perform various tasks in our user interface (UI) and program surveys using our proprietary survey programming language (SPL). Included in this documentation are training videos and introductory materials for new users, such as our "getting started" articles.
If you need to access our documentation, there are two ways to do so:
- by navigating to our documentation home page at help.intellisurvey.com, or
- by clicking the ? icon in the global header while in our platform.
Note: Users may need to sign in to fully access our documentation.
Using our documentation
IntelliSurvey's documentation is keyword searchable, and offers search fields both on our home landing page and while reviewing individual articles. A chatbot will be available as well in case you need to contact Support or use it for assistance locating articles. We suggest bookmarking https://help.intellisurvey.com/ so that you can access the home page directly as needed.
A short video on how to use our Help Center to access articles and contact Support can be found here.
Tip! IntelliSurvey is currently running two versions of our software, r8 and r9 (IS Pro). Articles that are specific to r9 will contain "r9" in the title. We also provide version notices to help make it clear when you're in an r9 article, and when applicable, we'll link to the r8 version of those articles for ease of access.
General layout
The home page shows various topics listed as tiles. These are known as categories, which act as the highest level of division in our documentation. Each category will consist of sections, which further sub-divide the articles by topic. If need be, you can always explore our documentation by opening a category and viewing the content in each section. The example below shows the Getting Started category and the contents of two of its sections, Getting Started in the IntelliSurvey Platform and Intro to IntelliSurvey's Survey Programming Language (SPL).
To view a section's full article list, click on the section title. Articles can be accessed by clicking their titles. To return to our documentation's home page, either click the IntelliSurvey icon or link in the upper left corner of the screen.
Suggested articles
Our documentation contains two types of suggested articles - featured articles and promoted articles. Featured articles are suggested when you click in a search field before you begin typing. The selection of articles shown is generally related to new features, announcements, or "getting started" topics we think might interest you. This list will be updated periodically.
Promoted articles are listed at the bottom of our home page, below the categories. The articles shown here are often related to "getting started" articles for our user interface (UI) and SPL, how-to's on popular topics, and our quick start guide for new users. Whereas our featured articles tend to focus on announcements and first time user articles, promoted articles offer a wider assortment of topics.
Article navigation and features
Once you're viewing an article, there are multiple ways to navigate within the article or to other parts of our documentation. On the right you'll find a Table of Contents with a list of links to all sub-sections of the article. Click any of the section titles to jump ahead to that sub-section, or click TOP to return to the top of the article. For longer articles, a scroll will be available to see the full list of sub-section titles.
Links will be shown in blue or purple, depending on whether they've been previously clicked upon/viewed or not. Any link on this page is clickable to navigate to other areas of the documentation, or in some cases, to external sites we've referenced. Searches can still be conducted from each article via the search field at the top of the page, and our chatbot will be available for questions or contacting Support.
Tip! Although IntelliSurvey's documentation is "public," you can always print (save) an article as a PDF to view outside of our Help docs. See Printing to PDF for information.
Content tags
An additional method we implement to help connect articles is adding content tags to them. Content tags are terms or phrases that cannot be used in search fields, but do act as an additional filter for finding articles that are grouped together.
Most articles will contain a Related to list of content tags at the bottom of the page. Clicking any of the content tags here will bring you to the search page, displaying a list of all articles that include that content tag. This is especially useful for finding articles on a topic such as "quotas," which may span across multiple categories or sections within our documentation.
Using Help chat for article searches
Although our documentation offers its own search engine, you can also use the Help chat for assistance with finding articles. Click the Help icon in the bottom right corner while in our documentation and enter your question. The chat will offer a few suggestions on articles it thinks may help you find the information you seek.
Clicking on one of the suggested article links will allow you to view a preview of the article in the chat modal. You can click the arrow in the upper right to view the full article in a new browser window, or click the back arrow (upper left) to go back to the search results. The preview will allow you to leave feedback on whether the suggestion worked or not. If need be, you can return to the original chat, and click Get in touch to leave a message or speak to a Support agent.
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