Edit and organise guide steps

Open the guide from its project. Select a step to work on its instructions and screenshot. Editing controls depend on your access; ask the project owner if you can view the guide but cannot change it.

1. Update the guide title and step titles so each names a specific task or action.
2. Edit step descriptions with the available rich-text controls. Write the action first, followed by the expected result where helpful.
3. Use Add step at the intended position, then choose Write manually or Append from recording. Use the step’s actions to move or delete it, then check the resulting sequence.
4. Use sections to group related steps and Add callout to add relevant information or warnings. Complete callout text before saving.
5. Use Ask AI when you want help rewriting a step. Review the suggested text for accuracy before keeping it.
6. Save each open edit with its Save control, such as Save description. Wait for the saving status to confirm completion before leaving the editor. If a draft or save warning appears, follow saving and draft recovery.

1. Choose Overview in the guide header. In Workflow Overview, choose Edit overview or the edit control beside the summary or section.
2. Select Summary or a section in the left-hand list. Edit its text; use Add section and the section's move or remove controls to organise the overview.
3. Use Compare saved to check your draft against the saved overview. A reset control restores only that summary or section's AI default in the draft. Preview generated overview stages all available AI defaults for review.
4. Choose Save overview to apply the changes, or Cancel changes to discard the draft. Wait for Overview saved before closing.

Instead of “Click here”, write “Open Settings, choose Appearance, then select the theme you want.” Use the names visible in the application being documented and include any prerequisite that a new reader would need.