How to switch on inline help in AdviserGo (UK)

Inline help is a useful feature which provides relevant help topics as you build a plan in AdviserGo. Inline help will assist you with entering information into the fields, will give further information to help you understand how it works and provide access to further assistance.

As you begin acquainting yourself with AdviserGo, it might be helpful to switch on the software’s inline help. This setting is found under the profile menu (the silhouette button top right). Select Preferences and switch on the Inline Help option.

To switch on inline help:

1. Click on the silhouette top right of your AdviserGo screen. 

2. Select Preferences



3. Toggle the Inline Help preference to Yes, which will switch on inline help links throughout the software.  You can toggle this setting on or off at any time. 


Once the inline help is switched on, the labeling of certain items in the software will be underlined, indicating a linked help topic. Click underlined text and a pop-up window will display. Help could be a brief clarification of a field entry, full step-by-step instructions. links to articles in our knowledge base, and in some cases even embedded videos. 
In the menu at the top of these pop-up help topics is a link to the software’s full, searchable help system – the learning center.