Training resources: videos, manuals, and help menu
Summary: Find videos, the in‑app manual, release notes, and support options.
Quick answer
Use the Help menu and the Tristar YouTube channel to learn features and follow updates.
What you need
- WinServe+ access
- Appropriate role/permissions (as required)
Steps
Visit the Tristar **
YouTube channel** for walkthrough videos on core workflows.
media/winserve-training-resources-01.png
[Insert screenshot for Step 1]
In WinServe+, open **HELP** to access **Show Manual**, **FAQ/Knowledge Base**, **What’s New**, and **Submit a Ticket**.
media/winserve-training-resources-02.png
[Insert screenshot for Step 2]
Use **What’s New** to review version‑specific changes before training staff on new behaviors.
media/winserve-training-resources-03.png
[Insert screenshot for Step 3]
Confirm it worked
You can open the manual from Help, view the recent updates document, and access the ticket form.
Troubleshooting
If a link fails to open, verify internet access and that your default browser/PDF viewer is set correctly.
Related articles
Related Articles
Help Menu & Updater Tools (Models, Programs, Manuals, What’s New)
Summary: Use the Help menu to load models, update programs, open manuals/FAQs, view recent updates, and download the updater utility. Quick answer From **HELP**, you can **LOAD MODELS**, **UPDATE PROGRAMS**, open **Manual/FAQ**, **What’s New**, and ...
Update WinServe+ and Reload Models
Summary: Keep your installation current and refresh document models when they change. Quick answer Use the Help menu to update programs and reload models; always close other Tristar apps before updating. What you need WinServe+ access Appropriate ...
WinServe+ Quick Start: First-time setup checklist
Summary: Complete these items before training or entering live work. Quick answer Set up core maintenance records, learn the workflow with a few test jobs, and align billing before going live. What you need WinServe+ access Appropriate ...
What’s New in WinServe+ 9.0x — Addendum (Customer‑Visible)
Summary: Additional user‑visible changes not covered in the first highlights: task tab action calendar, claim number search, power dispatch switch job type, default email receipts, colorization, etc. Quick answer This addendum covers minor yet ...
What is WinServe+? Overview & Workflows
Summary: Understand WinServe+ and how Process, Court, and Messenger jobs flow from order entry to proof and invoicing. Quick answer WinServe+ is an attorney‑services platform for process serving, court filings, and messenger work. It centralizes ...