Skip to content

Updated Help: clearer starting points, editor recovery guidance and Chinese learning tools.See what changed

Help Centre

Getting Started

Create your first guide

Follow the complete journey from a short recording to a reviewed, shareable guide.

Source reviewed
Reading preferences
Loading reading and learning preferences…
On this page

Before you start

  • Have an IPPO account and a project where you can add content.
  • Prepare a short, safe sample task or a supported video file.

Before you start

Sign in to IPPO. Choose a short task you know well and use sample data where possible. If you will record in Chrome, install and connect the IPPO extension first. You can also start with an existing video.

Save a recording to your project

Choose what happens nextExample with sample data
Source UI example after stopping a recording. Save to Captures is selected, so the confirmation is Save capture. Captured steps above this panel are omitted.
  1. Choose the destination that matches your task.
  2. Review the captured steps before confirming.
  3. The confirmation label changes with the chosen destination.

Choose what happens next

Open image in new tab
Extension review panel with Save to Captures, Import to project, Import and generate guide, and Save capture.

Source UI example after stopping a recording. Save to Captures is selected, so the confirmation is Save capture. Captured steps above this panel are omitted.

  1. Open Projects and create a project, or open a project where you can add content.
  2. Record the task with the extension and press Stop. In the review panel, check the captured steps, choose Save to Captures, then press Save capture. Wait for the save confirmation before opening Captures. Alternatively, upload a video in the project.
  3. In Captures, select the recording and choose Import to projects. Tick the destination project, choose Import and wait for its source to be ready.

Generate the draft

Choose the source and output languagesExample with sample data
Example with sample data: the current generation dialog and its language controls. The source language stays selected. This fixture illustrates the choices; no generation job was submitted.
  1. Choose the language spoken or shown in the source.
  2. Select the output versions you need.
  3. Review any overwrite warning before confirming once.

Choose the source and output languages

Open image in new tab
Source-rendered generation dialog with Source language, output language choices and the Generate confirmation, annotated to show the decision order.

Example with sample data: the current generation dialog and its language controls. The source language stays selected. This fixture illustrates the choices; no generation job was submitted.

In the project, choose Generate on the source. Select Source language and the output languages, then confirm the generation dialog. Submit once and wait until the guide is ready to open. If the dialog warns about an existing guide, review what will be replaced before continuing.

You can also choose Import & generate guide in the extension review panel, select the project and language, then press Import & generate and wait for confirmation.

Review and edit

Edit a step descriptionExample with sample data
Example with sample data: the description editor and its real formatting controls. The surrounding task and editable text are illustrative. Choose Save description to keep your text.
  1. Keep each instruction specific and easy to follow.
  2. Use lists and emphasis where they improve clarity.
  3. Save the description, then review the step in context.

Edit a step description

Open image in new tab
Guide step description editor showing paragraph style, bold, italic, link and list controls with Save description.

Example with sample data: the description editor and its real formatting controls. The surrounding task and editable text are illustrative. Choose Save description to keep your text.

Open the generated guide in the editor. Check its title, step order, instructions and screenshots. Correct errors and redact sensitive details. Use Overview to review the workflow summary; save each open edit and wait for the editor to confirm saving.

Publish the reviewed guide

Choose a document format, languages and layoutExample with sample data
Example with sample data: the individual-guide Publish page rendered from current source. Select the format, languages and layout before exporting. This fixture does not run an export or verify account permissions.
  1. Choose PDF for fixed layout or DOCX for further editing.
  2. Select the language versions and inspect the document layout.
  3. Start the export once, follow Export activity and inspect the downloaded file.

Choose a document format, languages and layout

Open image in new tab
Source-rendered single-guide Publish controls with PDF and DOCX, language versions, document layout and the export action, annotated in reading order.

Example with sample data: the individual-guide Publish page rendered from current source. Select the format, languages and layout before exporting. This fixture does not run an export or verify account permissions.

Open Publish. Select PDF or DOCX, choose languages and check Document layout before exporting. Follow Export activity until the file is ready. You can also create a share link if the project allows it.

What you should have

Inspect a sample finished guideExample with sample data
Example with sample data: a document rendered locally by IPPO's current export renderer. It illustrates the output layout with fictional content, not a completed export from a live account.
  1. Confirm the title and selected language.
  2. Read the instructions in order and compare each screenshot.
  3. Check the actual downloaded file, including page breaks, before sharing.

Inspect a sample finished guide

Open image in new tab
Illustrative finished guide rendered by IPPO's document renderer with a sample title, instructions and screenshot; teaching callouts identify what to check.

Example with sample data: a document rendered locally by IPPO's current export renderer. It illustrates the output layout with fictional content, not a completed export from a live account.

Open the downloaded document or test the recipient link. Confirm the title, steps, images, language and access restrictions. Your project now contains a reviewed guide; keep it organised so the team can find and maintain it later.

Need help with this?Public contact formReport an article issue