Overview

After creating a document, you can easily edit its steps, titles, and screenshots. The editing tools allow you to refine your guide, add missing details, or update visuals for clarity.

Steps to Edit a Document

1. Open the document

   • Click on the document you want to edit.

   • At the top menu bar, select Edit.

     

2. Edit steps individually

   • In Edit mode, 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

       

3. Add new steps manually

   • Scroll to the top of your steps.

   • Click the plus (+ Add Step) button to add a new step.

   • Scroll to the bottom of the page.

   • Select the action, enter an instruction, and upload a screenshot as needed.

     

4. Edit screenshots with the Screenshot Editor

   • To adjust a screenshot, click the pencil (edit) icon next to the image.

   • The Screenshot Editor will open, allowing you to crop, highlight, blur, or annotate.

     

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.