Overview

After 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.

Steps to Edit a Document

• Open the document

  • Click on the document you want to edit.

  • At the top menu bar, select Edit. The editor will open in the Video Tab, switch to Document.

    

• Edit steps individually

  Each step can be modified. You can:

  • Edit document title and description

  • Change the step action

  • Edit the step instruction

  • Update or replace the screenshot

    

• Add new steps manually

  Click the plus (+ Add Step) button to add a new step. Select the type of step you want to add from the dropdown:

  • Action Step: Use this to add a standard instruction or action users must complete.

  • Error (Alert): Use this to highlight a warning, issue, or potential mistake users should avoid.

  • Tip: Use this to provide helpful guidance, best practices, or extra context.

  • Header: Use this to create section titles that help organize steps into clear sections.

• Edit screenshots with the Screenshot Editor

  • To adjust a screenshot, click the Screenshot Tools

  • Select Edit. The screenshot editor will open. Use the editor to:

    • Crop the image

    • Highlight important areas

    • Blur sensitive information

    • Add annotations or notes

  

Notes & Tips

• Use clear, action-based titles for each step (e.g., “Click ‘Create Board’” instead of “Board creation”).

• Keep screenshots consistent — crop out unnecessary areas and blur sensitive data.

• Add missing steps manually to ensure the document matches the real workflow.