Overview

After recording, you can refine your document by editing instructions, adding steps, or adjusting screenshots.

Steps

Step 1: Open the Document

Go to All Documents on the left-hand side of your dashboard and select the recorded workflow you want to edit.

Step 2: Click the Edit Button

At the top of the document, select Edit to enter editing mode.

Step 3: Edit Instruction

Click on the Instruction box for the step you want to update, then make your changes.

Step 4: Delete a Step

Click the checkbox to the left of the step you want to remove, then select Delete to remove it from the document.

Step 5: Add a New Step

To add a new step, click the Add Step button at the top of the steps panel. Scroll to the bottom of the page to see the newly added step. You can then add a relevant action, instruction, and screenshot.

Step 5: Send to Top or Bottom

You can reorder your workflow steps by sending them to the top or bottom of your document.

To do this:

1. Click the checkbox to the left of the step you want to move.

2. Select either the Send to Top or Send to Bottom button.

   

Step 6: Save Changes

Click Save Changes to apply modifications.

Tips for Best Results

•  Use concise step instructions for clarity.

• Preview before saving to ensure logical flow.