Click Library
Go to Library on the left-hand side of your dashboard
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Editing a Document
After creating a document, you can easily edit its steps, titles, screenshots, and video.
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·21 steps·23 views·PublishedAfter creating a document, you can easily edit its steps, titles, screenshots, and video. The editing tools allow you to refine your guide, add missing details, or update visuals for clarity.
Step-by-step guide21 steps
Open the Document
Select the recorded workflow you want to edit.
Loading screenshot…100%Click the Edit button
At the top of the document, select Edit to enter editing mode.
Loading screenshot…100%Click the document title
Type the title of your document in the document title field.
Loading screenshot…100%Click the Video/Document description
Click the video description field.
Loading screenshot…100%Click Add a short video description
Type a brief description of the video/document in the text box to help users understand its content.
Loading screenshot…100%Click the Step Field
Click the Step Field
Loading screenshot…100%Click the step title
Type the title of this step in the step field provided.
Loading screenshot…100%Open Screenshot tools
Select Screenshot tools to view more options for screenshots, such as updating or replacing the screenshot, deleting the image, cropping, adding annotations or notes, blurring sensitive information, and much more.
Loading screenshot…100%Enter the step description
Type the description of this step in the Step description field.
Loading screenshot…100%Click Describe the step
Enter a brief explanation of what happens in this recorded step.
Loading screenshot…100%Reordering steps
After changing the step description, We'll reorder the steps.
Loading screenshot…100%Drag the step number to reorder the step
Grab the step number and drag it to your preferred position in the list.
Loading screenshot…100%Click Add step
Select the Add step button to include another action in the workflow.
Loading screenshot…100%Select the Action step
Choose the Action Step option to define the next step in your workflow.
Loading screenshot…100%Click Add step
Again, select the Add step button to include another action in the workflow.
Loading screenshot…100%Select the Error (Alert) option
Choose Error (Alert) to define a step that triggers an alert when an error occurs in your workflow.
Loading screenshot…100%Click Add step
Repeat the process, select the Add step button to include another action in the workflow.
Loading screenshot…100%Click Tip
Select the Tip button to open the inline help panel for this step in the workflow.
Loading screenshot…100%Click Add step
And last, select the Add step button to include another action in the workflow.
Loading screenshot…100%Select the Header field
Click inside the Header field to start editing its content.
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