SilverBullet FAQ Library Tips

Here are some best practices for finding what you're looking for!

Getting the Most Out of Your Frequently Asked Questions

Find answers faster, learn something new, and help us make SilverBullet support even better.

When you have a question about SilverBullet, you want an answer you can put to work. Maybe you’re updating your company’s setup, preparing a proposal, or trying to resolve an issue before your next customer appointment.

Our Frequently Asked Questions page is a good place to start.

You can search for a specific topic, browse articles by category, or follow tags to find related information. You can also rate an article, leave a comment, or submit a question when you need more help.

Here’s how to get the most out of these tools.

Search

Know what you’re looking for? Start with Search.

Use the search box in the FAQ area to enter a word or short phrase related to your question. Then select Search to see the matching articles.

For example, you might try:

• iPad when you’re having trouble using SilverBullet on your device.
• users when you need help managing team members.
• pricing when you’re working on your company’s prices.
• financing when you want help with monthly payment options.

Start with the main subject of your question. You generally don’t need to type a complete sentence.

For example, instead of “How do I change the financing options that appear on my customer’s proposal?” try financing or payment options.

If your first search doesn’t turn up a useful answer, try fewer words or a different term. An article might use “subscription” where you were thinking “account,” or “users” where you were thinking “employees.”

Once you find a promising article, open the title or select Read more to see the full explanation.

Helpful habit: Read the entire article before making comments. A step near the end may explain something important about a step near the beginning.

Categories

Know the general subject, but aren’t sure what to search for? Browse Categories.

Categories organize articles into broader groups. They’re useful when you want to explore a subject or learn more about an area of SilverBullet.

Select a category name to browse its articles. Where an expand/collapse control appears, use it to open or close the category’s branches.

Think of categories as sections in a reference manual. They help you get to the right general area before choosing a specific article.

You don’t have to wait until something goes wrong to browse. A few minutes spent reading about setup, customer conversations, or proposal preparation can help you recognize opportunities to use SilverBullet more effectively.

Helpful habit: When training a new team member, browse relevant categories together. Discuss how the information applies to your company’s process.

Tags

Found a useful topic? Use Tags to explore related information.

Tags are keywords attached to articles. They identify specific subjects, such as configuration , users , subscription , or sales.

Select a tag to find articles associated with that keyword.

The difference between categories and tags is simple:

• Categories group articles into broader subjects.
• Tags connect articles through more specific topics.

For example, you may be reading an article about setting up SilverBullet and want to explore other information related to users. Selecting the users tag gives you another way to find that information.

Tags can also help when you don’t know the right search phrase. Scan the available keywords and select one that matches what you’re trying to accomplish.

Helpful habit: After finding an answer, explore a relevant tag. You may discover a related tip that saves you time later.

Rate This Article

Did the article help? Let us know.

Look for Rate this article near the end of the article and use the rating control to give your feedback.

When deciding how to rate an article, consider:

• Did it address the question you had?
• Were the instructions easy to understand?
• Did it provide enough detail to help you take the next step?

Rate the usefulness of the explanation. If you’re frustrated by a problem, consider whether the article helped you understand or resolve it.

A rating provides quick feedback. A comment can explain what would make the article more helpful.

For example, an article may explain the process well but leave you wondering which screen to open first. That’s useful feedback to share.

Helpful habit: Take a moment to rate an article after using its instructions, while the experience is still fresh.

Leave a Comment

Have a question about something in the article? Leave a comment.

Comments are a good place to ask for clarification, point out an unclear step, or share a helpful observation about the article’s subject.

You’ll need to log in or register before posting a comment.

Once you’re signed in, return to the article and use its comment area. Keep your comment focused on the topic so other readers can follow the discussion.

Specific comments are especially helpful. Compare these two examples:

• “I don’t understand this.”
• “In Step 3, should I save my changes before returning to the proposal?”

The second example identifies exactly where more explanation is needed.

You can also tell us when the instructions worked or suggest a detail that would have helped you complete the task more easily.

Remember that article comments may be visible to other readers. Keep passwords, customer information, and other private account details out of your comment.

Helpful habit: Use comments for questions about the article. Use the question form when you need help with a separate issue or your company’s specific situation.

Submit a Question

Can’t find the answer you need? Send us your question.

Use the question form on the FAQ page, or visit our Contact page.

Enter your name, email address, subject, telephone number, and message as requested. A clear subject helps explain what you need before anyone opens the message.

For example:

• “Help updating financing options”
• “Question about adding a new user”
• “SilverBullet display issue on my iPad”

In your message, explain what you’re trying to accomplish and where you’re getting stuck.

For a technical issue, include:

• What you were doing when the problem occurred.
• What you expected to happen.
• What actually happened.
• The exact wording of any error message.
• Your device and browser, when relevant.
• What you’ve already tried.

You don’t need technical language. A straightforward description is enough.

For example: “I’m using SilverBullet on an iPad in Chrome. When I open a proposal, the options don’t display as expected. I’ve refreshed the page and signed out and back in, but the issue continues. What should I check next?”

For a general how-to question, describe the outcome you want: "We’ve added a new comfort advisor to our team. What steps should our administrator follow to get that person ready to use SilverBullet?”

The more clearly you describe your question, the easier it is to provide a useful answer.

You can also reach Team SilverBullet at info@silverbullet.ac or 855.506.2665.

Your questions help us understand where additional instructions would be useful. If you’re wondering about something, another SilverBullet user may be wondering about it, too.