Template Setup & Excel Help

How to Use the Help Center Search and Article Sidebar

Template Setup & Excel Help

Search the Help Center, filter by topic, use the article table of contents, and leave helpful feedback on tutorials.

5 min Beginner Help Center Guide KB-HELP-KBSEARCH 1 view

Best for: customers using the KanderBooks Help Center to find setup instructions or troubleshooting articles.

Important: Search results depend on article titles, excerpts, tags, categories, and article content.

How to search

Use the search box on the Help Center homepage to search by template name, workflow, tax form, task, keyword, or problem. Examples include W-9, payroll deposit, budget dashboard, estimated tax, or formula.

How filters work

Topic buttons and the category dropdown narrow the article library without leaving the Help Center. Use them when you know the general template category but not the exact article name.

Using article pages

Page title hero

Shows which article you are reading.

Breadcrumb row

Returns you to the Help Center or topic page.

On this page

Jumps to major sections in long tutorials.

Template actions

Links back to the template when a product is connected.

Leave feedback

At the bottom of each article, use the helpful feedback buttons. These help identify which tutorials need more detail.

FAQ

Why do I see instant suggestions?

Suggestions appear as you type so you can open a likely tutorial faster.

What if I get no results?

Try a broader keyword, use a category filter, or contact support.

Do feedback buttons send a message?

They record helpful/not-helpful counts. Use the contact page if you need a reply.

Can I bookmark an article?

Yes. Article URLs are designed to be direct links.

Can product pages link to tutorials?

Yes. The plugin supports embedding individual tutorials with a shortcode.

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