Usually this means adding annotations like arrows, shapes, and other callouts. Another nice touch is to remove or hide sensitive or unnecessary information. Use the drawing and editing tools in Snagit to edit your images so they convey the right message and have unnecessary or sensitive information blurred or removed. Now is when creating a training manual usually becomes tedious.
The process of adding images to a template, document, or another source involves formatting frustrations, image sizing issues, and other similar, unforeseen challenges. In this case, an easy solution is to create from templates in Snagit. This lets you select the images you want to include in your manual, add text, arrange the order, and make selections about the appearance in one quick process.
Snagit comes with a number of professional templates you can choose from, and you can find more free and premium templates and other resources in TechSmith Assets for Snagit. This is a great method to use because you can take on each process or task you need to cover and create a separate section of the manual.
Then you can save the each as a PDF or an image for sharing, compiling into a complete guide, or posting individually in a company intranet. Of course, making individual stand alone documents might not be the right approach. In this case, you might consider using tools like Zendesk or MadCap Flare to create a knowledge base support center or a help file document. If you are creating an online knowledge base, you should be able to use video, image, and written content all at the same time.
So, get creative and make content that covers everything your audience might need. If you interact with your audience, listen to their feedback about the help you provide. Based on what they say, see if there are topics that need to be expanded or ones that are not yet covered at all. As always, systems will change, products and features will be updated, and your content will need updates to stay relevant and helpful.
Make sure to keep source files for all your work so you can easily return to it and make updates. A training manual no longer needs to be the thick, boring tome it once was. People are used to learning online, and they often prefer it over analog sources of information. Online training manuals are also easier to access and navigate than their paper ancestors. With the right tools and the process shared here, you can create great training manuals for colleagues or customers alike.
Create step-by-step training for anything with training manual templates! If he's not golfing or skiing, he wishes he was. Skip to content. Bit is a new age cloud-based document collaboration tool that helps teams create, manage and track workplace documents including training manuals, fact sheets , sales decks , project proposals , ebooks , case studies, employee onboarding docs, media kits , and many more.
Bit helps you make sure your training manuals are more than just plain boring text and images. Bit will automatically turn that weblink into live visual content that lives on your Bit documents! Imagine how rich and interactive your training guides can become! Not sure how Bit can help you write the perfect training manual?
Bit has a minimal document editor which allows you to write your training manual without the distraction of unnecessary buttons and tabs. Creating a training manual from scratch takes a lot of time and effort. You have to research content, come up with an outline, add awesome visuals, and create an overall interactive experience for your employees. Doing this amount of work alone can be pretty daunting and time-consuming.
Thus, Bit allows you to work with your peers to get the training manual ready as quickly as you can. Working in teams also allows you to brainstorm ideas together and get your content and design people together in a single workplace.
Bit allows teams to collaborate together, give real-time feedback, suggest changes, and get work done quicker. Most importantly, say goodbye to back and forth emails. In this digital age, you need more than just text to engage your readers. All the other document editors limit your creativity by only allowing you to incorporate text and static images in your documents.
Since training manuals are long-form professional documents, having to read so much text can be dull and ineffective. With Bit, you can create smart training manuals by incorporating hundreds of file types and making them dynamic and interactive. Steps Included. Focus on the content and let Bit help you with the design and formatting. Bit documents are completely responsive and look great on all devices, irrespective of the screen size they are viewed on.
With amazing templates and themes, the training manuals created with Bit provide you with the type of brand and design consistency that is unheard of in the documentation industry. With a click of a button, your entire document can reflect a theme or brand color, etc. How do you even know whether your employees or customers have fully gone through the training manuals you distributed? Imagine if you were able to track the time spent by employees and customers on these training guides, how frequently they were viewed, and whether they were viewed at all.
That way you know whether new employees or customers have actually read the training material given to them. Bit allows you to track your documents and gain amazing insights, helping you create an even better version of your documents.
A great feature of Bit is the ability to embed documents on any website or blog. You can embed your training manual on your company website, blog, or forum in one click. The training manuals fully render and are responsive. Moreover, any changes made to the training manual will reflect live on the site. Bit allows various types of teams in marketing, sales, HR, technology, customer service, designers, etc.
Since creating a training manual is no easy task- you have to research, write, and design it effectively to get the most out of it- Bit. Have a great time crafting that training manual with Bit! If you need any help, let us know in the comments below. Best Online Software Documentation Tools of That way, your exported Word document has the same style as your created template. Note that, creating a custom layout template requires Word or higher installed on your computer.
In the opening Word file with a blank page, take these steps to create a Word custom template:. Step 1 : Place contents into the page. Do this using the following tags. Step 2 : Style the exported contents. You can set styles font name, font size, color, etc. ActivePresenter will automatically use these styles when writing Slide Name and Slide Description text. To set tag styles, first, select each tag. Then, go to the Styles pane to create a new style.
Remember to select the. Then, follow these steps:. Step 2 : In the Output section, click the Browse button next to the Template box.
Then, select your created template from your file system. Step 3 : Click OK to start exporting. Technical documents rely on clear and well-crafted instructions to help guide employees through both simple and complicated tasks.
Using ActivePresenter, you can put together the great looking employee training manuals. Try it today, and let us know what you think. Last Updated: May 14, A training manual is meant for training employees about a product feature or a task.
Before you start: ActivePresenter allows you to record any application on screen and save the result as a project with slides called a slide-based project. Step 1: Pre-capturing Making a plan before taking actions is a cornerstone to create an effective technical support document. Plan the Text Think about text as a way to check what you want to deliver.
The first column contains each individual step that your employees need to take to complete a task. The second column shows descriptions for steps. Each description has an image to visualize the information. Prepare the Calendar Application Knowing deeply the target application in this case, Calendar , you can give employees useful tips and tricks on some steps. When editing the project, mind these: You can edit all automatic smart annotations, remove them, or add new ones.
Free to style and format them as you wish. ActivePresenter automatically creates a slide name for each slide based on your procedure.
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