Platform services

Watch how to add custom help to Sage Intacct

Did you know that you can add your own custom Help to Sage Intacct? It's been possible for a while, and we now have a video to show you how.

Details

You might have situations in which you want to add customized instructions for end-users. We have a couple of tricks that can help with that! Check out this video to learn how easily you can add instructions and help topics to Sage Intacct.

Requirements

Subscription

Platform Services

Regional availability

All regions

User type Business user with admin privileges
Permissions

Hosted files: Add, Edit

Smart link clicks: Add, Edit

Dependencies or other requirements

Have help files to upload.

Restrictions

Limited to object record pages.

The download link only works for users logged into Intacct. If you need to share a hosted file with a person outside of Intacct, this link will not work.