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The Document Editor

In the Document Editor you can refine the written step-by-step guidde by editing the text, images, and layout independently of the video.

Updated this week

Enter the Document Editor

When a step-by-step guidde is captured, both a video and a written document are automatically generated. Right after capturing, you’ll land on the view page, where you can preview both. The view page is read-only; from here, you can access either the video editor or the document editor.

1. From the guidde view page, click Edit in the top corner to open the editor.

Alternatively, you can click the three-dot menu on a video’s top right on your Guidde homepage, and select Edit in the opened menu.

3. Once inside the editor, you’ll see two sections above the video: Video and Document. Select the Document tab to begin editing your written step-by-step.

  • When entering the editor, you'll land in the Video editor by default.

Edit the Document: Detached or Synced Mode

1. You can change the title of your guidde by clicking and typing in the title on the top left (both from the video and the document editor sections).

2. The table of contents on the left cannot be edited from the left side panel of the document editor. It can be updated when editing the document step titles or in the video editor’s Speaker section. Learn more here.

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3. By default, the document content is synced with your video. You can see the sync icon on the top right. When synced, any changes you make to your video steps will be reflected in the document, even before you publish.

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4. Once you edit the document directly, it will detach from the video. The sync icon will show a line through it, and a confirmation popup will ask if you wish to proceed.

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Edit the Step Content

5. When editing your step-by-step document in detached mode, you can remove, add steps, or modify any step in the document without affecting the video. Simply click the pencil icon on the right or edit directly within the step by clicking it.

6. When editing a step in the document, you can:

  • Update the title (which will also affect the table of content)

  • Set the document's Text format and color

  • Edit the description

  • Edit or delete the step image

7. To edit or delete an image in a document step, click the step and use the Edit or Delete options from the image’s bottom-right corner.

8. The image cropper modal will open, where you can crop, replace, delete or reset images to their original state, right from your guidde document.

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Manage Changes

9. Undo/Redo actions work separately in the video and document sections.

10. If you want to sync your document back with the video, click the sync icon.

  • Note that syncing the document back with the video will overwrite the document with the video’s content, so any changes made to the document while detached, will be permanently lost.

11. A confirmation message will appear, allowing you to review before proceeding.

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Document Image Appearance: Brand Kit Settings

Document images may display different visual elements than your video steps, depending on your Brand Kit settings: Callouts, arrows, and overlays can be toggled on or off from your video/document under Brand Kit → Step Appearance.

For example:

  • Note: The Brand kit settings should ideally be configured before capturing your video, for an optimal experience.

  • If you want to apply Brand Kit settings to a captured guidde after creating it: Access the editor and click the three dots on the upper right. Select "Set Brand Kit" from the menu, this will apply the current brand kit settings to your video and document. Note that this may not update every adjustment.

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Auto-Save and Publish your Guidde

Your edits are saved automatically in the background as you work. They remain in draft mode and won’t be visible to others until you publish your guidde.

12. When you’re ready to publish and finalize your changes, click "Done", it publishes both the video and document changes.

That's it! With the Document Editor, you can refine and adapt your step-by-step written content for any purpose. Share it with your team or customers in just a few clicks, making knowledge distribution quick, simple, and efficient.

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