How to use the Perfecto help

This article explains how to navigate and use the Perfecto help, what to consider when performing a search, how to use images and code snippets, and ways to access other resources or ask for help.

Click a section to expand its content.

The following table explains the tools available to you an every page in the help, across the top of the page.

Tool Description

Links that indicate the location of a topic in the hierarchy. Click a link higher up than the current page to open that page.

In topics with drop-down options, click to expand or collapse all content.

Print button

Click to print the current page.

Remove search highlights button

If you have performed a search and the current page shows highlighted words, click to remove search colors.

Move to previous topic button

Click to move to the previous heading in the contents pane on the left.

Move to next topic button

Click to move to the next heading in the contents pane on the right.

You can resize the navigation pane to suite your needs: minimize it to gain more space for the page content or extend it to make more room for headings in the pane, as shown in this short video.

Most images appear as thumbnails in much reduced size. Clicking an image thumbnail opens the full-size image. Following is an example. Click it to see for yourself.

  • To focus your search, click the filter button to the right of the search field and select a search filter.
  • Multiple search terms find topics with one or more of the terms, and each term gets a different highlight color.

  • For an exact multi-word search, enclose the set of terms within quotes to form a single string:

    • work also finds workspace, but "work" excludes workspace.
    • request also finds requests and requesting, but "request" excludes them.
    • configuration also finds topics with configuring, but "configuration" excludes them.
  • To customize your search further, add an operator (and, not, or) between search terms:
    • configuration and settings narrows your search and only finds topics that contain both configuration and settings.
    • configuration not settings widens your search and finds topics that contain configuration but not settings, topics that contain settings but not configuration, and excludes topics that contain both.
    • configuration or settings widens your search and finds topics that contain configuration or settings and also topics that contain both configuration and settings.
    • If your search contains an operator that you want to use as a word, enclose the phrase in quotes to tell search not to use it as an operator. For example, not required will return a search format error, but "not required" finds topics that contain not required.
  • You can search for any string on a page with Command-F on Mac or CTRL+F on Windows.

You can quickly identify code snippets by the light gray border that surrounds them and the syntax highlighting they show. A Copy link at the top right lets you easily copy the code and paste it wherever you need to use it.

Copy 
"cloudURL":<cloud name>",
"securityToken": "<security token>",
"itmsServerUrl": "<the URL of the ITMS server>"

Clicking an icon in the help footer provides easy access to other resources.

Icon Description

Provide help feedback straight to the mailbox of the Perfecto Documentation Team. Is anything missing, inaccurate, or unclear? Are you happy with the content? We would love to hear from you.

Access the Perfecto video library.

Access Perfecto code samples.

Contact Perfecto support.