Documentation

The following frequently asked questions relate to documentation.

When I search, will I see results limited to my products or to all products?

The search is limited to your products. You can also filter for specific products to get more targeted results.

Learn more about searching for knowledge on the Access self-service resources How to page.

Is the search of articles and cases specific to the client or does the search include all available content?

You can search cases specific to your company. When you search the knowledge base or ask Mave a question, the search is limited to your products. You can also filter for specific products to get more targeted results.

Learn more about searching for knowledge on the Access self-service resources How to page.

Are we be able to filter or search for videos?

You can search for videos in the same way you search for Knowledge articles. In the Federated Search, select the Knowledge and Video tab to filter your results.

Is the knowledge base be available to people outside of Client360?

The knowledge base is available through Client360. If you want your staff to have access to the knowledge base, you can create an account for them. As an admin, you can manage the preferences and permissions for the users. Please see the Admin Portal section for more details.

Can I access all product documentation and publications through Client360?

You can access publications through Client360. Product documentation is also available.

Learn more about searching for knowledge on the Access self-service resources How to page.

Is product information included in Client360?

All Knowledge Articles are available in Client360, as well as a library of How-to videos and product documentation.

Is Client360 replacing product documentation?

No, Client360 will not replace product documentation. In addition to the existing product documentation access points, you can access product documentation by searching the Knowledge Base or asking Mave.

Is the knowledge base in Client360 more robust than it was in ServicePoint?

The knowledge base is built upon the existing Knowledge Articles, as well as a growing library of How-to videos. You can also find product documentation using the search function.

Learn more about searching for knowledge on the Access self-service resources How to page.

I am old school and it is often quicker to text-search a document than to sit through a video that we are guessing where the information I actually need is in it. How can Client360 help?

We built Client360 with advanced search functionality so you can either search the knowledge base or ask a question to Mave and see articles relevant to your needs. You can open any article and do a secondary text search if that fits your working style best.

Learn more about searching for knowledge on the Access self-service resources How to page.

Will there be documentation available in addition to the Learning Guide?

We created the Client360 Resource pages for your training and documentation needs. Please use this site for the most up to date information and documentation.

Can I get a Client360 technical guide for administrators?

Yes, there will be a technical guide for administrators. You will be able to find it on the Client360 Resources page in the Admin Portal section.

Can I print the knowledge articles?

Yes, when you select to read an article in full, it will open in a new window and you can print knowledge articles from there. You can also right-click and select Print.

Do we still receive email notifications for Action Required Publications?

Yes, you still receive email notifications of relevant publications.

Do we have access to due diligence documents through Client360?

Yes, you can access compliance documents currently stored in Publications through the Publication module within Client360. The PUB numbers are the same.