Help

Help is the circle icon in the top bar, to the left of feedback.

It lists guided sessions. A Capsure session walks the standard product. A firm session walks that firm’s own way of doing a task. Sessions for the module you are in are listed first.

Choosing a session spotlights one control at a time on the live page. You click it yourself. The click does what that button always does. Exit, or Escape, leaves the session and keeps whatever you already did.

Open the manual in that panel opens this site, on the section for the module you are in. Articles here stand on their own. A session is optional.

A firm records a session from Help, edits the steps, and publishes it for colleagues. A published firm session never appears on this site.