Help and community
Where to find help
The help panel in Orin, keyboard search, and the Help Centre’s Manual, Community and Support.
Orin's help lives in the Help Centre, a place of its own with three parts: the Manual, the Community forum and your firm's Support tickets. It opens in a new tab beside the screen you were on, so you keep what you were doing while you read.
You do not sign in again. The Help Centre uses the same session as Orin, so if you are signed in to Orin you are already signed in here.
Getting to help from Orin
Step 01
Open the help panel
Press the ? in the top bar (its label is Help, community and support). The panel offers:
- Search help…, which searches the manual.
- Ask Aiden about this screen.
- On this screen: the articles that document the screen you are on. If there are none it says There is no article about this screen yet.
- Under Opens in a new tab: Help Centre, Community and Report a problem.
The help panel on the Clients screen. Report a problem appears only if you are allowed to raise support tickets.
Step 02
Search from the keyboard
Press to search. Search reads the whole text of every article, not only titles, and tolerates a typo.
Step 03
Find your way around the Help Centre
Along the top of the Help Centre's sidebar are Manual, Community and Support. The manual's sections are listed below them, and Back to Orin is at the foot. Search the manual is at the top right.
The manual's home page in the Help Centre.
What is in each part
- Manual is this documentation. It is the same for every firm on Orin.
- Community is a discussion board every firm can read. See The community forum.
- Support is your own firm's tickets with Orin. Nobody outside your firm sees them. See Reporting a problem to Orin.
Support appears only if you have access to your firm's support tickets, so your sidebar may be shorter than a colleague's.
Common questions
I opened the Help Centre and it asked me to sign in.
Your Orin session had ended. Press Sign in to Orin on that page.
Search is not finding a discussion I remember.
Search covers the manual. Community discussions and support tickets are not in it.
The help panel says there is no article about this screen.
Use Search help… or Ask Aiden about this screen, or open the Help Centre and browse the sections.