Getting Started

Using Teach Me

Teach Me turns your static DocuFast documents into interactive, on-screen training guides.

Teach Me turns your static DocuFast documents into interactive, on-screen training guides.

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Last Updated on September 19, 2023

Overview

Teach Me turns your static DocuFast documents into interactive, on-screen training guides. Instead of just reading steps, users are guided directly inside the application with overlays that show exactly where to click. This makes onboarding and process training faster and easier.

Starting Teach Me

  1. Open the DocuFast Extension

Click the DocuFast icon in your browser toolbar to open the side panel.

  1. Go to Documents

In the side panel, click Documents to view your available workflows.

  1. Select a Document

Choose the document you want to replay in Teach Me mode.

  1. Start Teach Me

Click Teach Me to begin guided mode. Step-by-step overlays and screenshots will guide you through the workflow.


  1. How Teach Me Works

Overlays in the System

  • When Teach Me is clicked, you are automatically redirected to the documented system

  • The System will open with an overlay showing the first step

  • The side panel will display the document steps.

  • A transparent overlay highlights the exact place you need to click.

  • Tooltips explain what action to take.

  • Real interaction: When you click, the action is executed in the system itself.


Side Panel Guidance

  • The side panel shows the step list and corresponding screenshots.

  • Completed steps turn into a green check mark.

Enlarging Screenshots

  • Click a screenshot in the side panel to open it.

  • Press Close in the top-right corner to close the enlarged view.

  • Helpful when you want to double-check what the overlay is guiding.


Navigation

  • Go back: Click the Prev button in the side panel.

  • Move forward: Complete the current step or click the Next button.

Notes & Tips

  • Teach Me works best for repeatable workflows (e.g., CRM updates, ticket creation, HR forms).

  • Use enlarged screenshots when you need extra visual clarity.