InterForm Support and Helpcenter Guideline

InterForm Support and Helpcenter Guideline

Foreword

InterForm A/S, Banevænget 13, 3460 Birkerød, Dänemark

Proviso

These documents are based on the currently available status of the applications referred to. The documentation has been prepared for customers and partners of InterForm A/S and is for their internal use only. Disclosure to third parties is not permitted.

Objective

A professional and easy to use support system and process is essential when working with modern business software. As we recognize the importance of an output management system for a company, we offer an online support and Helpdesk Portal to our customers and partners.

Functionalities

Our support-system offers several useful functionalities and is a mix of self-service portal, knowledgebase and ticketing system.

Technical description

System requirements

Our support-portal and helpdesk center is based on the system ZOHO Desk can be accessed online from your desktop computer or mobile via https://helpcenter.interform400.com/portal/en/home


We recommend using a modern web browser:
  1. Microsoft Edge
  2. Google Chrome
  3. Mozilla Firefox

Knowledgebase and Online Manual

Being able to access a comprehensive documentation, faq and knowledgebase is essential when questions arise with our products. The knowledgebase is a central part of our helpdesk and can be accessed without a login. It contains several areas incl. a large number of articles e.g. about InterFormNG2. We always recommend initially searching through the knowledgebase and faq before creating any support-tickets.



Login / Registration

Certain functionalities are only available for customers and partners with an active subscription or maintenance contract. During the onboarding process with your company, we will register you in our CRM and helpdesk initially.

To get support from our specialists, a registration/login to the support system is necessary. Each colleague will need a dedicated user.

Registration as a new user

Description                                

Details

If you’re not already registered for our helpdesk, choose “Signup” in the top of the menu.

You can also signup using the following link: https://helpcenter.interform400.com/portal/en/signup

 


 

Please specify your full name and your business-email-address. Enter the captcha and click on “Sign up”

 

Please note: We will use this information to map you to your company in our CRM. If we don’t recognize your contact details,


The registration process will be managed by and requires approval from InterForm personnel.



Once our colleagues have approved your registration, you will receive an email with further instructions.


Once you click on the button “Accept invitation”, you will be redirected to the website to define a password for your user.

Please select a password and note the hints on the right side.



In case you don’t receive the mail after 2 hours, please send an email to support@interform400.com

 

We recommend editing your profile right after the initial signup. Please define information about how we can contact you and especially your country.



Forgot your password

Description                                

Details

You can reset your password via:

https://helpcenter.interform400.com/portal/interformas/PortalLoginPage.do?mode=forgetPassword&locale=en



Enter your username or email-address and the captcha and click on submit.


Upon completion, you will receive an email incl. a link to reset your password.



Define your new password.



No you can continue to sign in.



The InterForm Help Center

Layouts




Description

Details

1

Homescreen

2

Tickets

3

Knowledge Base (Documentation, Manual, FAQ)

4

Edit Profile

5

Search-Function -> Knowledge Base

6

Knowledge Base Areas

7

Popular / Latest Articles

8

InterForm Support Assistant (Widget powered by ASAP)


Layouts - Tickets



Description

Details

1

Search through your tickets

2

Add a new ticket/request

3

Filter tickets

4

View filtered tickets

5

Existing tickets


Layouts – Ticket Detail View



Description

Details

1

Ticket communication details

2

Ticket properties

Layouts – Reopen Closed Ticket 



Description

Details

HelpCenter

Use "Reply" button 

e-mail

Send new e-mail with subject "[##xxx##]" (where xxx is the ticket number) 

Layouts – Knowledge Base



Description

Details

1

Search through the knowledgebase area

2

Sections

3

Popular / recent articles

Layouts – Knowledge Base - Section View



Description

Details

1

Section

2

Articles

3

Page tree

Layouts – Knowledge Base - Article View



Description

Details

1

Article content

2

Download PDF or Print

Functions

Create new ticket

Create a new ticket by clicking on the button “Add Ticket” or using the link: https://helpcenter.interform400.com/portal/en/newticket




When creating a ticket it is essential to supply comprehensive information about your request.

Description

 

Details

Layout

Type of your request - this is used to streamline processing your request (e.g. to directly involve the right persons/departments internally). Currently the following types/layouts are available. Based on the layout you select, we will show you different fields for important information we need.






Priority

According to our SLA with our partners and customers we try to process the tickets in a quick manner and help you asap. While some of your request might be important, though not urgent (e.g. a general question), we highly appreciate if you set up the priority correctly. Our supporters might change the priority based on the initial analysis of the request.

Account

each user is linked to an existing account in our system (a company). this is a mandatory field, as the accounts are connected to the licenses and maintenance contracts and they are also important for billing purposes.


Subject and description

Please decide for a meaningful subject and description of your request. This helps us understanding your requirement better and therefore being able to help you faster.

 

In addition while typing your subject, we will recommend related articles on the right side of the page to you. These articles are included in our knowledge base - before opening the ticket, we recommend reading through the related articles as a lot of questions are answered in there


Additional information

Please provide additional details if possible. You may also upload files, such as error logs, screenshots, exports, or other relevant materials. Including these files can help us investigate and resolve your issue more efficiently..


View ticket

Upon submitting you will see your ticket:


 

You will also receive an email:


 

 

 


Create new ticket by e-mail

While not advised, in certain scenarios getting fast and direct support without having to log-in to the system might be necessary. To secure operations, you can also send an email to support@interform400.com to create a support-ticket. Please make sure to supply sufficient information.

Ticket communication

Description

 

Details

Communicating with our support-team

You can use the comment and reply functions to communicate within the ticket.


 

In addition you will get an email notification for all replies.



Closing Tickets

Description

 

Details

Communicating with our support-team

When you are satisfied, you can close the ticket. In case you afterwards reply again, the ticket will be reopened.

Resolution

Upon closing a ticket, our team will define a resolution. You will get an email about it.

 

 


InterForm Support Assistant (Widget powered by ASAP)

On many pages, you'll find a chat icon in the bottom corner of your screen. Clicking the icon opens the InterForm Support Assistant Widget, giving you convenient access to:
  1. Navigating the Helpcenter
  2. Searching through the knowledge base
  3. Viewing and managing your tickets
  4. Opening new tickets

Access Options
Not Logged In: If you access the widget from our website or within InterFormNG2 without logging in, you’ll have access to the knowledge base and online manual only.

Logged In: By logging into the Helpcenter, you can unlock additional features:
  1. View your tickets
  2. Add comments to your existing tickets
  3. Create new tickets directly from the widget

The InterForm Support Assistant Widget is designed to streamline your support experience and ensure quick, easy access to the resources you need.