Adding documents to the custom help

Custom help can be added in two ways:

  • shared custom help, which is added to the file server and available to everyone
  • private custom help, which is only available when you are logged in to your local machine.

Adding documents to shared custom help
Documents included in the shared custom help are stored within a specified folder on the file server. See CustomHelpFileList configuration setting in the System maintenance manual. The folders correspond to the menu levels displayed in the Custom Help menu.

To add a new document to the shared custom help:

  1. Open Windows Explorer on the file server.
  2. Navigate to the folder specified in the CustomHelpFileList configuration setting.
  3. Navigate to the folder that corresponds to the menu item where you want the document to display.
  4. Add the document.

Note: You must refresh the custom help to see any changes in Synergetic. Select Help > Refresh Custom Help from the Synergetic main menu.

Adding documents to private custom help
Documents in My Custom Help are stored in the AppData folder on your local machine.

To add a new document to the shared custom help:

  1. Open Windows Explorer on your local machine.
  2. Navigate to the AppData folder.
  3. Navigate to the Synergetic \ My Custom Help folder.
  4. Add the document.

Note: You must refresh the custom help to see any changes in Synergetic. Select Help > Refresh Custom Help from the Synergetic main menu.