Unit4 Partner Portal for Case Creator Accessing Knowledge and Documentation

Agenda Knowledge Portals Latest News Documentation and Learning Centre

Home Console for the Partner Home Button Returns to the Home Console Product Support (6.) Open a case to get support of the Unit4 service team Portals (7.) Shows you additional Unit4 portals Account Information about contact details, qualification, etc. Contacts Your contacts Knowledge base Help yourself by using the Knowledge Base Latest news General and Product News Documentation and Learning Center General and Product Learning Center Product support (2.) Open a case to get support of the Unit4 service team Portals (3.) Shows you additional Unit4 portals Track case status View the status of case, add comments, etc.

Knowledge base Click on “Knowledge base” for self service.

Unit4 Customer Portal Knowledge base for self service When you click on “Knowledge base” you have the possibility to choose between different selections. Each selection has the same logic of search.

Knowledge base – logic of search Choose type of selection you want search in (All content, Cases and Knowledge) - All applications have the same logic of search. Type in a keyword to get content for your solution (check the spelling, try using fewer, different or more general keywords, remove current record context when you want to broaden your search). Additional search filters will be displayed on the left based on your type of search, e.g. “Account”, Priority”, “Status”, “Product” and “Category”. Here you find suggestions/articles that may match your keyword. Also your own cases and online- help will be displayed! 1 2 4 3

Portals Under “Portals” are addition access points to information, expertise and applications.

This is a place for your ideas on the product. Portals The Unit4 Software Distribution Server facilitates Financials Software Updates. This is a place for your ideas on the product. Here you can find Unit4 portals based on your product suite. In the portals you can find documentation and more about Unit4 products, as well as links to country-specific portals.

Portals Examples Portals The Partner Business Handbook portal continues to be available only via my.unit4.com. Please login to that site for this content.

Latest news Click “Latest news” and find product information and general information

Latest news Product information – General information. Specific information about a Unit4 product.

Documentation and Learning Centre Click on “Documentation and Learning Centre” obtain learning content

Documentation and Learning Centre Local & Industry-Specific Product information including: Release Notes Training Manuals Includes: Procedural information Portal training material

Documentation and Learning Centre If you click on one product related learning content (e.g. Installation Guides) you will get a list of different learning content to search for your topic.

If you have any questions, please contact: admin.support@unit4.com