The  Wiki is an online help system for the entire  platform where users can find instructions and answers about system functionality, as well as administrator and developer content for customizing and extending your system. The Help Wiki stays up-to-date with 's development and documents the features available in the most current release version.

Click the Agiloft Help logo in the top-left corner at any time to get back to the Topics home page.

The Help logo


Searching is the most powerful tool for finding the information you need in the Wiki. The Search bar at the top right of the screen provides full text search, as well as more advanced search capabilities using the search query syntax.

To learn more about advanced searches, click the  icon to the right of the search box to open the Search Help window.

Navigating the Wiki

The table of contents is organized to allow you to locate relevant information quickly, according to the level at which you are using the system. 

The levels of the table of contents are organized as follows:

Opening the Help from within 

There are several options for opening the Wiki from within 

Clicking the Help drop-down menu at the top right will open the Wiki to the Topics landing page.  

Hovering over the menu brings up a list of additional options for opening the Wiki and other related resources such as the Documentation page, the Support Portal and the Upgrade page. 

Whenever you see Help in a drop-down menu or see the help icon in the interface, these links will open the Wiki to contextual topics related to that specific system area. For instance, clicking the help icon next to Manage Choice Lists in Setup > System opens the Choice Lists help topic.


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It is possible to customize the Help from within a knowledgebase by navigating to Setup > System > Customize Help. You can add a link to additional documentation specific to your knowledgebase, or remove the other links from the Help drop-down.

In the Setup Help screen, the administrator can set a different primary help location if they do not want the primary URL to be For example, setting the primary location to would cause all topics to be redirected with as the base URL - so the current topic would become This is primarily to be used for branding purposes, and should be requested through the Support Portal.

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