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15. help

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Here’s how to access Centralize’s advanced support resources to deepen your understanding of the platform.

Objective

Consult the complete official documentation provided by the publisher (Equisoft) for additional technical details not covered by the video training capsules.

Access

The “Help” button is always accessible, no matter which page you are on in the interface.

Step 1: Access the PDF Guide

  1. Click on the “Help” button in the interface menu.
  2. The system will direct you to a 31-page PDF document produced by Equisoft.

Step 2: Documentation Content

This back-office document details the technical aspects that are essential for optimal use:

  • Compatibility: The list of recommended web browsers to avoid display errors.
  • Icon Glossary: An in-depth overview of each symbol used in the interface.
  • Detailed sections: A comprehensive explanation of each module (distribution, commission management, compliance).

Step 3: Why consult this document?

While onboarding videos provide a great overview, written documentation allows you to:

  1. Understand the nuances: Clarify some specific elements of commission management.
  2. Gain in performance: Master the advanced functions of your customer and contract database.
  3. Troubleshoot: Find accurate answers about the information available in each view.

💡 Best Tip: Download a copy of this PDF guide to your computer. This will allow you to perform a quick keyword search (Ctrl+F) to find specific information without having to manually navigate through the 31 pages.