Writing Articles

Titling Conventions New Screens When a new screen is released, the overview article must use the exact same name as the screen. Process/Workflow Articles This is ultimately up to the author and how they prefer to name the article...

Versioning Articles To hide articles actively being worked on from customer view, versioning should be used.  Version Naming Conventions To version an article, select the Add Version (1) drop down located on the right side of the ...

Capture an Image To capture an image, press down on Shift + Control + S Image Effects In Snagit, each image should have Border and Shadow selected so the image stands out on the documentation.  Border and Shadow Example  ...

Headers Main Header Use Heading 2 for each main section title. Color should be blue Breakout Section Headers Use Heading 3 or 4 for each child section of a main section.  Refer to the Color Scheme below for the color Col...

The release notes in this article correspond to version ##.   Screens and logic may have changed in newer versions. Home Accounts Sales Operations Accounting ...