Overview
QuikData provides built-in tools to help users navigate the platform, understand features, and access assistance when needed.
This article explains:
Where to access Help
How Interactive Help works at different levels of the platform
The difference between Help, Documentation, and Support
Where to find system About information
Getting There
Access Help at the Room List Level (My Rooms)
Navigate to My Rooms
Click the Help icon
Help at this level focuses on room selection and high-level navigation.
Create a New Room
Open a Room
When viewing My Rooms, 'Take the 30 second tour' provides guidance related to:
Access Help in the Document Viewer
Open a Room
Click the Help icon
At this level, guidance may include:
Download Documents or Folders
Upload Documents
Share Documents
Enable Folder Notifications
When working inside a Room, 'Take the 30 second tour' adjusts to the Document Viewer.
Understand the Difference: Help vs Documentation vs Support
QuikData provides multiple assistance options. Each serves a different purpose.
| Tool | Purpose | When to Use |
|---|---|---|
Help |
In-app, contextual guidance | When you need quick clarification while working |
Documentation (support.quikdata.com) |
Full product reference articles | When you need detailed explanations or step-by-step instructions |
Support Team |
Issue resolution and troubleshooting | When you encounter errors or technical issues |
Help
Use this when you want immediate guidance without leaving the platform.
Documentation Site
Use documentation when:
You need a complete walkthrough
You are learning a new feature
You are preparing for certification
You want deeper workflow understanding
Support Team
Contact Support if you experience:
System errors
Unexpected behavior
Access issues
Technical problems
Notes
Help is context-sensitive and screen-specific.
Help content changes depending on where you are in the platform.
"Take a 30 second tour' does not replace full documentation articles.
Providing version information from the log in section can help expedite Support requests.
Results
By using Help, documentation, and Support appropriately, users can:
Navigate the platform more efficiently
Understand features without interrupting workflow
Quickly resolve questions or technical issues
Provide accurate system details when troubleshooting
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