Share guide via Cloud

Sophie

How to publish your Guide to Cloud

 

 When you have a guide you want to export to Cloud (save to your Cloud storage online) go to Export & Publish menu.

When you want to share guide via Cloud (save to your Cloud storage online) >> go to Export & Publish menu.

 Choose StepShot Cloud as a desired output.

Choose StepShot Cloud as the desired output.

 If you have already exported a guide with such name, the system will ask you to rename your guide. If not, the process will start automatically.

If you have already exported a guide with such a name, the system will ask you to rename your guide.

If not, the process will start automatically.

 Once the guide is published to your Cloud account, you will see the following message. Press Open in Cloud to be transferred to your account.

Once the guide is published to your Cloud account, you will see the following message.

Press Open in Cloud to be transferred to your account.

 Sign into your account using your credentials. Press Reset password if you don't remember your password. Click Sign In after you have filled in the fields.

Sign into your account using your credentials.

Press Reset password if you don’t remember your password.

Click Sign In after you have filled in the fields.

 Voila! Your guide has been successfully exported to Cloud. Now, it's stored here.

Voila! Your guide has been successfully exported to Cloud so now you can share guide with anyone.

Now, it’s stored here.

Why is my guide locked?

 

 If you still have your guide opened in the application / sb else from your workspace has, you will see it locked in your Cloud account.

If you still have your guide opened in the application or sb else from your workspace has, you will see it locked in your Cloud account.

 To edit it, you will need to unlock it / ask a person who is working on the guide to unlock it or to close the app.

To edit guide, you will need to unlock it / ask a person who is working on the guide to unlock it or to close the app.

 After the menu is opened, press Unlock Guide.

After the menu is opened, press Unlock Guide.

 Success! If there's no lock icon on your guide anymore, it means you have successfully unlocked it and can work with it now.

Success! If there’s no lock icon on your guide anymore, it means you have successfully unlocked it and can work with it and share guide now.

Actions with your guide

 

 To make some actions with your guide, hover over it and press the indicated button.

To make some actions with your guide, hover over it and press the indicated button.

 The following menu will open.

The following menu will open.

Preview

Preview Your guide will be opened. Top right-side menu: 1 - Edit in App 2 - Copy shareable link 3 - Comments

Your guide will be opened.

Top right-side menu:

1 – Edit in App

2 – Copy shareable link (to share guide)

3 – Comments

Comments

Comments They are attached to each step. Just press on the icon, type in your text and click Send.

They are attached to each step.

Just press on the icon, type in your text and click Send.

 The way your comment will look like.

The way your comment will look like.

Copy shareable link (to share guide)

Copy shareable link

 

 After the link is copied, you will get a notification in the bottom-left side of your screen. Now, you can send the link to your guide to anyone. Those with the link can view and comment on your guide.

After the link is copied, you will get a notification in the bottom-left side of your screen.

Now, you can share guide through sending the link to your guide to anyone.

Those with the link can view and comment on your guide.

 You can copy a shareable link from this menu as well.

You can copy a shareable link from this menu as well.

Edit in App

Edit in App If you still need to make some changes to the guide, click on Edit in App.

If you still need to make some changes to the guide, click on Edit in App.

 You have an identical button here too.

You have an identical button here too.

 This message will appear. Choose Open StepShot Guides. Checkmark the field Always open these types of links in the associated app not to have this message again.

This message will appear. Choose Open StepShot Guides.

Checkmark the field Always open these types of links in the associated app not to have this message again.

 Make necessary changes to your guide and Sync with Cloud.

Make necessary changes to your guide and Sync with Cloud.

Rename

Rename

 

 Type in a new name and hit Rename.

Type in a new name and hit Rename.

Add/Remove labels

Add/Remove labels Labels serve for sorting your guides and finding them more easily.

Labels serve for sorting your guides and finding them more easily.

 

 1 - Type in a desired label name. 2 - Create a new one if you haven't done it before. 3 - Apply.

1 – Type in the desired label name.

2 – Create a new one if you haven’t done it before.

3 – Apply.

 If you already have labels. then 1 - checkmark those you want to apply. 2 - Apply.

If you already have labels. then

1 – checkmark those you want to apply.

2 – Apply.

Move to …

Move to ...

 

 You can move your guide to another project / folder, thus sharing it with those who have access to the project / folder.

You can move your guide to another project / folder, thus sharing it with those who have access to the project / folder.

 1 - Copy the code to embed your guide in the website. 2 - Move your guide to trash. 3 - Save your guide in .ssg format (StepShot Guides format) locally to your computer.

1 – Copy the code to embed your guide in the website.

2 – Move your guide to trash.

3 – Save your guide in .ssg format (StepShot Guides format) locally to your computer.

What are projects and how to create a new one?

 

Projects allow you to create guides that are united by a certain project. Also, you can choose who from your team can access these.

 Log into your Web account. Click on Create.

Log into your Web account.

Click on Create.

 Choose Project.

Choose Project.

 Type in your project name. Then, choose who can access your project. All - gives access for all members of your workspace. Private - lets you choose particular team members who can access the project.

Type in your project name.

Then, choose who can access your project.

All – gives access for all members of your workspace.

Private – lets you choose particular team members who can access the project.

 To select team mates, switch to Private. Uncheck those team mates who should NOT have access to the project.

To select teammates, switch to Private.

Uncheck those teammates who should NOT have access to the project.

 Finally, hit Create.

Finally, hit Create.

 In the Projects tab, you can see a list of your projects, their admins. By pressing More, you can view the details and change what needed.

In the Projects tab, you can see a list of your projects, their admins.

By pressing More, you can view the details and change what needed.

 To edit access for certain team mates, press Users.

To edit access for certain teammates, press Users.

 Important: By default, all your guides are saved to My Guides. These are visible only to you.

Important: By default, all your guides are saved to My Guides. These are visible only to you.

 If you want to collaborate on any of your guides with your colleagues, hover over this guide and press More.

If you want to collaborate on any of your guides with your colleagues, hover over this guide and press More.

 Click on Move to...

Click on Move to…

 Choose the project you want to move your guide to.

Choose the project you want to move your guide to.

 Press Move. Mind: This will automatically give access to your guide for all the users that have access to the project.

Press Move.

Mind: This will automatically give access to your guide for all the users that have access to the project.

What are labels and how to create one?

 

Labels help you organize your guides within your account.

When you have many guides, it’s easier to find them if they are sorted according to some categories.

 Log into your Web account. Click on Create.

Log into your Web account.

Click on Create.

 Then choose Label.

Then choose Label.

 Type in your label name and hit Create.

Type in your label name and hit Create.

 Here you will see a list of your labels and guides marked with each label.

Here you will see a list of your labels and guides marked with each label.

How to add team members?

 

 Go to your Web account and log into it. Then, click the Settings icon.

Go to your Web account and log into it.

Then, click the Settings icon.

By default, the Team tab will open

By default, the Team tab will open You can see a total number of licenses you can activate.

You can see a total number of licenses you can activate.

 Enter the email address of a person you want to add to your workspace. Press Add to team.

Enter the email address of a person you want to add to your workspace.

Press Add to team.

 By default, a new team member is added as a User.

By default, a new team member is added as a User.

 In general, StepShot account has 3 levels of membership: Owner - can fully manage it, empower team members, or delete them. Admin - can either change rights or delete all team members except Owner User - isn't allowed to make any changes in the account All team members can fully enjoy StepShot functionality.

In general, StepShot account has 3 levels of membership:

Owner – can fully manage it, empower team members, or delete them.

Admin – can either change rights or delete all team members except Owner

User – isn’t allowed to make any changes in the account

All team members can fully enjoy StepShot functionality.

 As an Account Owner/Admin, you can change rights of other users (1) or make them inactive (2). StepShot licenses can be re-assigned: If a person leaves the team/project, you can make this user inactive and assign their license to another person.

As an Account Owner/Admin, you can change the rights of other users (1) or make them inactive (2).

StepShot licenses can be re-assigned:

If a person leaves the team/project, you can make this user inactive and assign their license to another person.

 You can also check if the invited user is registered already. If yes, they will receive an email informing about your invitation. If no, they will be asked to sign up.

You can also check if the invited user is registered already.

If yes, they will receive an email informing about your invitation.

If no, they will be asked to sign up.

 To delete a person from your workspace, press X located next to the email address.

To delete a person from your workspace, press X located next to the email address.

Note: You can add an unlimited number of users to your workspace, BUT the number of users who can simultaneously access the functionality is limited to the number of purchased license seats.

Please note: We offer per-seat licensing, which means that e.g. purchasing 1 StepShot Guides Pro subscription doesn’t provide your invited users with the opportunity to use it. 1 license = access for 1 person.

Important:

You can use the same license on all workstations that belong to you (with your credentials).

You are allowed to install your license on temporary workstations, like when visiting your client.

You are not allowed to transfer your license to third parties – to your teammates, customers, virtual assistants (VAs), etc.

Plan details and how to change these

 

 Log into your Web account and go to Settings.

Log into your Web account and go to Settings.

 1- Switch to My Plans tab. 2 - Check your current plan details Here you can also update your billing details. 3 - Change your subscription plan. 4 - Change number of seats. 5 - Submit a cancelation form. (we hope you won't need this one, though:) Don't forget to press Upgrade my plan after making any changes.

1- Switch to My Plans tab.

2 – Check your current plan details

Here you can also update your billing details.

3 – Change your subscription plan.

4 – Change the number of seats.

5 – Submit a cancellation form.

(we hope you won’t need this one, though:)

Don’t forget to press Upgrade my plan after making any changes.

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