Viewing & Following Guides

How to view Guides in standard and checklist mode, and provide feedback

Finding Guides

To access Guides, click Guides in the main navigation sidebar. You'll see all Guides that have been published and assigned to you, organised by folder.

You can find Guides by:

Browsing folders - Navigate through the folder structure to find relevant Guides
Searching - Use the search bar to find Guides by title, description, or keyword

Tip

Try searching for the topic or process name.

Viewing Modes

Guides can be viewed in two different modes, each suited to different situations:

Mode	Description	Best For
Standard View	Shows all steps on a single page with full details and screenshots	Reading through a Guide, reviewing content, or printing
Checklist / Process Mode	Shows one step at a time with progress tracking and completion checkboxes	Following a procedure in real-time while performing the task

Standard View

The standard view displays all steps in sequence on a single page. Each step shows:

Step number - The position in the sequence
Title - A brief description of the action
Description - Detailed instructions for the step
Screenshot - Visual illustration of what the screen should look like
Highlight overlays - Coloured boxes highlighting the important area on the screenshot
Blur overlays - Blurred areas hiding sensitive information

Navigation

In standard view, you can scroll through all steps at once. A breadcrumb navigation at the top shows the folder path back to the Guides listing.

Printing

Standard view supports printing. Click the Print button to generate a printer-friendly version of the Guide with all steps and screenshots included.

Checklist / Process Mode

Checklist mode is designed for following a Guide in real-time while performing the task. It shows one step at a time with progress tracking:

Focus on one step - Only the current step is displayed prominently
Progress bar - Shows how far through the Guide you are
Next/Previous controls - Navigate between steps as you complete each one
Completion tracking - Mark each step as complete as you go

Tip

Checklist mode is particularly useful for complex procedures with many steps. It helps prevent users from accidentally skipping steps or losing their place.

Image Overlays

Screenshots in Guides may include visual overlays added by the Guide creator:

Overlay Type	Appearance	Purpose
Highlight	A coloured rectangular border around an area	Draws your attention to the specific button, field, or element to interact with
Blur	A blurred/pixelated rectangular area	Hides sensitive information like personal data or passwords

Providing Feedback

Guides support two types of feedback to help creators improve the content:

Completion Feedback

When you finish reading or following a Guide, you may see a feedback prompt asking:

Whether the Guide was useful (yes/no)
Optional text to suggest improvements

Per-Step Feedback

You can also provide feedback on individual steps if something is unclear or incorrect. This helps Guide creators identify exactly which steps need improvement.

Tip

Providing feedback helps your team keep Guides accurate and up to date. Even a brief comment about an unclear step can help the Guide creator improve the instructions.

Related Guides

Getting Started with Guides - Overview of the Guides feature
Creating Guides - Build Guides with the web editor
Managing Guides - Organise and manage your Guides