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WalkMe Help Articles

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WalkMe Help Articles
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  • WalkMe
TJ
TJ
Former PEXArian
‎20-12-2018 03:04 PM
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PEXA provides in-platform help and guidance via WalkMe to help you achieve your tasks in PEXA faster. Read about the key benefits of using WalkMe in PEXA.

 

What's new?

Published 20/03/2019

  • Transfer (SA)


Published 27/02/2019

  • Transfer (WA)
  • How to upload a file

     

Check out the full list of Walk-Thrus available.

 

What kind of help is available?

 

  • Help articles
    Leveraging the existing help articles on the Community, WalkMe lets you access these articles directly from the Help menu.

  • Videos
    Instructional videos that demonstrate how to complete a specific task in PEXA. You can launch videos directly from the Help tab

  • Walk-Thrus
    Guided help that uses on-screen instructions that show you how to complete a task. You can run Walk-Thrus from any screen via the Help tab. 

  • Tooltips
    Tooltips provide additional information about a particular field. Hover your mouse over an "information" icon to view the tooltip.

How do I access the Help Widget?

Help menu 

You can use the Help widget to search for:

  • Help articles
  • Videos
  • Walk Thrus

To access the Help menu, click the orange Help tab located on the right-side of the screen.  

wm_HelpWidget.png

 

Type in your search term and click Search.

Wwm_HelpWindow.png

Walk-Thru

In addition to launching Walk Thrus from any screen in PEXA via the Help widget, you can also launch Walk-Thrus directly from the screen you are on by clicking the Walk Me Thru button.

wmt_button.png

Clicking the x button closes the Walk-Thru and ends the current Walk-Thru session. To re-run a Walk Thru, simply launch it again and it will restart from the beginning.

Find out more

If there’s a Walk-Thru you’re keen to see in action, comment below and we’ll see what we can do. Also, if you have any concerns or feedback on the current WalkMe Help content, please let us know. Your feedback is valuable and will enable us to deliver content that is relevant and helpful to you.

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Saysa
Saysa Gold Star Employee
‎18-02-2019 03:58 PM
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Hi all, 

 

We've published a set of new Walk-Thrus for QLD subscribers:

  • Transfer (QLD)
  • Form 24A (QLD)
  • Form 24B (QLD)

You can launch the Walk-Thrus by clicking the Walk-Me Thru link on the Documents > Transfer screen.

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