How to manually add a step to a step-by-step guide

You can insert a blank step anywhere in a Step-by-Step Guide after capture. Once added, you can give the step a title, a description, and a slide image, and you can control the mouse click shown on the slide.

Why use it

• Add information you missed while recording.
• Insert a step at an exact position in the guide.
• Build a step with an uploaded image or a background instead of a recorded screenshot.

How to add a step

1. Open your Step-by-Step Guide.
2. Hover between the two steps where you want to add the new step. The Add icon appears.
3. Click the Add icon and select New step. A blank step is inserted between the two steps.
4. In the Edit panel, enter the Title and Description for the step.

Add a slide image

1. Click Add Image/Background. The Select slide image widget opens.
2. Choose an image from one of these sources:
   • Select from original to use an image from the original recording
   • My uploads to upload your own image
   • Background to choose one of the available backgrounds
3. Click Select to apply the image to the step.

Adjust the mouse click

After you insert an image, the slide shows a mouse click. You can:

• Move it by dragging. Drag the mouse click to the position you want.
• Edit it from the menu. Click the three-dot menu at the top right of the step and select Edit Mouse Click.
• Remove it. Click the three-dot menu at the top right of the step and select Disable mouse click.

Delete a step

1. Click the three-dot menu at the top right of the step and select Delete. The Delete step? dialog opens.
2. Click Delete Step to confirm.

Deleting a step is permanent.

Best practices

• Position the mouse click on the exact button or field the viewer needs to act on.
• Disable the mouse click on steps that are informational and have no action to perform.
• Check a step before deleting it, since the deletion cannot be undone.