Start work directly from Help

Nexia Help now includes task-oriented Feature guides. Starting a guide moves through the relevant pages and explains what to verify at each step instead of stopping at a long description.

What changed

• Help is organized into Get started, Apps, Guides, and Shortcuts.
• Guides shows only work supported by installed capabilities and executable with your current permissions.
• Each step explains what to check and opens the product screen where the work happens.
• Guides for Nexia features and installed Apps appear in one place.

Run a feature guide

1. Choose the Help control in the Shell or press ?.
2. Open the Guides tab.
3. Use Search feature guides to find a task or capability.
4. Choose a guide to navigate to its first related surface.
5. Review the highlighted location and step explanation, then continue to the next step.

If a guide is absent, check your current Legal Entity and role. A guide is offered only when the permission set required for its complete workflow is satisfied.

Representative work available first

Guides are separated by task and permission. You can start only the procedure that matches your current role.

How this relates to public feature documentation

Public feature guides let a visitor inspect the currently supported workflow before signing in. In-product guides use the signed-in user's installed capabilities and authority to open executable steps.

• Product Guide: discovery, prerequisites, complete workflow, and caveats
• Shell feature guide: steps executable by the current user and their real screen locations
• Product update: when a capability or meaningful workflow changed and what it affects

Related feature guides

• Use E-Approval
• Manage E-Signature requests
• Unified task inbox
• Agent workspace