Guide to Articles

We’ve made these articles as guides to help you with anything you need to know about Shepherd. If you can’t find what you’re looking for, send us a message or an email to and we’ll try to get a guide made as soon as possible. Or, if we can’t whip something up right away, our customer success team will be able to help you.

Our articles will contain a combination of the following:

  • A section/feature overview

  • How-tos for certain tasks

  • Links to walkthroughs

Feature and Section Overviews

These overviews were created to give you all the information about all the fields in a particular section. They’re typically pretty robust.

If you’re looking for an explanation of a certain field and don’t want to sift through everything, use the ‘Find’ function in your browser.

For Windows:

  1. Press/hold ‘Ctrl’

  2. Press ‘F’

For Mac:

  1. Press/hold ‘Command’

  2. Press ‘F’

Both of these will allow you to search the page for the name of the field—or anything else—you need an explanation of.


These overviews can also contain quick how-tos for performing tasks within the section or feature. We’ve written our guides in a way that maximizes their ability to be searchable, and they’ll often include other nuggets of knowledge, tips, tricks, and how-tos—even if they’re not ‘how-to’ articles.

For example if you search ‘email rabies certificate’ the guide ‘Create a Rabies Certificate’ will be the first result. That’s because there’s an optional step in that guide for emailing a rabies certificate.

If the article is a how-to guide, then they’ll have some practical, task-based information that will guide you through a feature, task, or process in Shepherd..

Links to Walkthroughs

Our articles also have links to walkthroughs. Think of a walkthrough as an interactive, guided tour. Each walkthrough will guide you through overviews and tasks, telling you where to click and giving contextual information as things move along.

However, due to Shepherd’s secure, two-step verification, we’re unable to put you directly into a walkthrough. (We’re currently working with a partner company to get this ironed out.)

To surface a walkthrough, you’ll need to:

  1. Have two tabs open

  2. Have the article open in one tab, and Shepherd in the other

  3. Log into Shepherd

  4. Go to the article

  5. Right click on the link to the walkthrough

  6. Select ‘Copy Link Address’ from the drop down

  7. Go to your logged in Shepherd tab

  8. Click into the URL bar

  9. Paste the link into the URL bar (Ctrl+V (Windows) or Command + V (Mac))

  10. Press Enter

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