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Using iHelp to Complete Tasks


You can launch iHelp to review the steps in a process and then perform the task yourself, or you can launch iHelp to drill down on different iHelp items and receive detailed instructions for each step in a process.

To use iHelp

  1. Do one of the following:
    • From the application-level menu, choose View > Open iHelp.
    • Click the How Do I button on the application toolbar.

      The iHelp pane appears in the left side of the application window. The pane lists all the iHelp items related to the current screen. The iHelp pane remains open until you close it.

  2. In the iHelp pane, drill down on an item to launch iHelp.

    Figure 34 shows an example of an expanded iHelp item.

  3. Follow the instructions provided in the iHelp pane.

    The following table provides some additional information.

    Click
    To

    A hyperlink in a step

    Navigate to the screen or view to perform an action.

    A step

    Highlight a button in a form and a list, a column header in a list, or a field in a form to help you to complete a task.

    Expand the description of a step to show its details. In some cases the details may contain substeps.

    Collapse the description.

    Return to...

    Return to the top-level list of iHelp items.

    Click for Additional Steps

    Access additional steps that are available based on certain conditions being met. If this link appears in the iHelp pane, you must complete all the steps in sequence before you can access the additional steps. If you do not complete all the steps, an error message appears.

An example of an expanded iHelp item is shown in Figure 34.

Figure 34.  Example of Expanded iHelp Item
Click for full size image

To close the iHelp pane

  • Do one of the following:
    • From the application-level menu, choose View > Close iHelp.
    • In the upper right corner of the iHelp pane, click the close button.
Related Topic

About the Application Toolbar

Fundamentals