General Settings & Help
Personal settings and the FAQ-style help area for specific features in Referenta.
This page covers the parts of Referenta that aren't about doing work — they're about how the work gets set up and where to find answers when something isn't clear.
Settings
The Settings area in the dashboard is where you adjust your own preferences — the things that affect you specifically, not the whole organization. Opening Settings will drop you into the first available section by default.
Use Settings when you want to change something about your experience. Use Organization Settings when you want to change something at the team level.
Help and FAQ
Referenta includes a built-in FAQ-style help area covering the major features:
- Working with the Assistant
- Desktop and document workflows
- Press monitoring
- Social media
- Contactbase
- Tools
If you've got a "how do I…" question about one of these, the help area is the fastest place to check before asking a colleague or contacting support.
When To Use This Section
- A specific feature is confusing. Open the help area for that feature.
- You want to change something about your own setup (display preferences, notifications, etc.). Open Settings.
- You need to find general orientation material. Send teammates here when they're new and asking "how do I…" questions.
A Quick Tip
If you find yourself asking the same question repeatedly, check whether it's answered in the help area first — it usually is, and it'll save you a trip to ask someone else.