1. Unit4 Customer Portal
Accessing Knowledge and Documentation

2. Agenda
Knowledge
Portals
Latest News
Documentation and Learning Centre

3. Unit4 Customer Portal Home Console for customer
1. Home Button
Returns to the Home Console
Incident
Open an Incident when the product is not working as expected
3. Service Request
Open a Service Request if you need extraodrinary assistance with product
Knowledge Base
Help yourself by using the Knowledge Base
Track Cases
View the status of case, add comments, etc.
6. Account
Information about contact details, qualification, etc.
7. Contacts
Your contacts 1 2 3 4 5 6 7 6 7 8 10 9 11 12
Incident (2.)
Open a case to get support of the Unit4 service team
Service Request (3.)
Open a Service Request if you need extraodrinary assistance with product
8. Track case status (5.)
View the status of case, add comments, etc.
9. Portals
Shows you additional Unit4 portals
10. Knowledge base (4.)
Help yourself by using the Knowledge Base
11. Latest news
General and Product News
12. Documentation and Learning Center
General and Product Learning Center

4. Unit4 Customer Portal Knowledge base
Click on “Knowledge base” for self service.

5. 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.

6. Unit4 Customer Portal 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. “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

7. Unit4 Customer Portal Portals
Under “Portals” are addition access points to information, expertise and applications.

8. Unit4 Customer Portal 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.

9. Unit4 Customer Portal Portals
Examples Portals

10. Unit4 Customer Portal Latest news
Click “Latest news” and find product information and general information

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

12. Unit4 Customer Portal Documentation and Learning Centre
Click on “Documentation and Learning Centre” obtain learning content

13. Unit4 Customer Portal Documentation and Learning Centre
Local & Industry-Specific Product information including:
Release Notes
Training Manuals
Includes:
Procedural information
Portal training material

14. Unit4 Customer Portal 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.

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