Use case

Create instructions quickly and easily

With SelfGuide, you can create instructions quickly and easily. Simply perform the action you want to record, and SelfGuide will automatically turn it into an instruction.

Suitable for all applications

Create instructions regardless of the application. You can even create instructions that cover multiple applications.

Microsoft Word
Moodle
UiPath
TOPdesk
Salesforce
Slack
Trello
SquaredUp
Nedap Ons®
Unit4 Cura
Planon
Wooniezie
OBI4WAN Insights
ServiceNow
WoonConnect
Microsoft Word
Moodle
UiPath
TOPdesk
Salesforce
Slack
Trello
SquaredUp
Nedap Ons®
Unit4 Cura
Planon
Wooniezie
OBI4WAN Insights
ServiceNow
WoonConnect

Why creating instructions doesn’t have to be a time-consuming process

Writing instructions in a text document, manually taking screenshots, and recording instructional videos are time-consuming processes. Besides taking up a lot of time, these methods often don't achieve the desired result. With SelfGuide, you create instructions in a fraction of the time.

Why creating instructions doesn’t have to be a time-consuming process
How it works

Creating instructions with SelfGuide

Simply perform the action you want to record. SelfGuide automatically turns it into an instruction, always described step-by-step in a consistent format. It works for all applications.

1

Perform the action you want to capture

Start the SelfGuide Recorder and perform the action. The Recorder will automatically create a step-by-step instruction.

Perform the action you want to capture
2

Enrich steps with additional information

You can edit the steps created by the recorder afterward. You can annotate steps, censor sensitive information, and add a title to each step.

 Enrich steps with additional information
3

Share instructions with colleagues, make them publicly available, or integrate them within your organization

Send a link to colleagues or place it in a central location, so the instruction, user guide, or course can be easily accessed. Make the instruction publicly available to incorporate it into your own services.

 Share instructions with colleagues, make them publicly available, or integrate them within your organization

Geschikt voor alle applicaties

Maak instructies ongeacht de applicatie. Je kunt zelfs instructies maken die gaan over meerdere applicaties.

Microsoft Word
Moodle
UiPath
TOPdesk
Salesforce
Slack
Trello
SquaredUp
Nedap Ons®
Unit4 Cura
Planon
Wooniezie
OBI4WAN Insights
ServiceNow
WoonConnect
Microsoft Word
Moodle
UiPath
TOPdesk
Salesforce
Slack
Trello
SquaredUp
Nedap Ons®
Unit4 Cura
Planon
Wooniezie
OBI4WAN Insights
ServiceNow
WoonConnect
Gallery

Gemaakt met SelfGuide

Enkele voorbeelden van instructies gemaakt met SelfGuide

Deelnemen aan een vergadering vanuit Outlook
Stap 1: Selecteer vergadering
Klik met de rechtermuisknop op
de desbetreffende vergadering.
1
4
Deelnemen aan een vergadering vanuit Outlook
Stap 2: Open vergadering in Teams
Klik op Deelnemen aan Teams-vergadering
2
4
Deelnemen aan een vergadering vanuit Outlook
Stap 3: Nu deelnemen
Schakel eventueel je microfoon en camera aan/uit door
te klikken op de schuifknoppen achter de icoontjes.
Is de schuif gekleurd dan staat het apparaat aan.
3
4
Deelnemen aan een vergadering vanuit Outlook
Stap 4: Vergadering beïndigen
Klik op Verlaten als je de
vergadering wil verlaten.
4
4

Deelnemen aan een vergadering vanuit Outlook

4 stappen

Bankkoppeling maken in Exact Online
Stap 1: Open het Bank tabblad
Klik op het tabblad: Bank.
1
4
Bankkoppeling maken in Exact Online
Stap 2: Start Bankkoppeling
Klik op Bankkoppeling aanmaken om een koppelingen te leggen tussen de bank en de administratie in Exact Online.
2
4
Bankkoppeling maken in Exact Online
Stap 3: Doorloop aanmeldingsproces
Kies een type bankkoppeling (PSD2 of bankeigen koppeling).

Meer over de soorten bankkoppelingen vindt u hier.
3
4
Bankkoppeling maken in Exact Online
Stap 4: Bankkoppeling bevestigen
Klik op Bank toegang geven
4
4

Bankkoppeling maken in Exact Online

4 stappen

Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 1: Selecteer prijsopgave
Dubbelklik op de prijsopgave die je wil omzetten naar een order.
1
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 2: Activeer prijsopgave
Klik op Activate Quote
2
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 3: Order aanmaken
De prijsopgave is nu actief
Klik op Create Order
3
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 4: Order aanmaken bevestigen
Klik op OK om de prijsopgave om te zetten naar een order.
4
4

Prijsopgave omzetten naar een order in Microsoft Dynamics

4 stappen

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Read what customers say about us

“With our I&A department, we need to ensure that our employees have as much knowledge as possible about the software products we use. SelfGuide plays an important role in this.”

Tonny van der Putten
Application Administrator

“For us, instructions in SelfGuide fill exactly the gap between text and video when communicating information about our software. The format of the instructions allows us to bring information closer to our customers.”

Tim van Kester
Technical Writer

“Where the process description explains 'what' should be done, SelfGuide explains 'how' it should be done, a great combination! For example, with SelfGuide, Woonbedrijf uses the translation of process descriptions into applications.”

Leon van der Zanden
Information Management Architect

“Our old user guides were awkward and time-consuming to update. With SelfGuide, we can quickly and easily create step-by-step instructions. This has greatly reduced our customer service and improved the satisfaction of our customers.”

Anne Cimetiere
Customer Success Consultant

“SelfGuide's strength lies in its simplicity. You can quickly create a short, complete and clear instruction or user guide. We save a lot of time solving user questions and see that employees become more self-reliant.”

Leonardo Lay
Functional Application Manager

“We wanted to make instructions ourselves. The simplicity and speed to create and maintain instructions with SelfGuide is really impressive.”

Mara Kremer
ICT Advisor

“An important goal for us was to create more instructions to improve the digital skills of end users. We can certainly see that we are succeeding in that.”

Mieke Hoogeveen
Automation specialist

“We achieve concrete value by securing and centrally making specialized, technical and functional knowledge of applications available. In practice, you see that a new colleague resolves notifications using instructions in SelfGuide.”

Sander Hilgerink
I&A Team Leader

“With SelfGuide, we can make public work instructions available to our clients via our website. This allows them to receive support with applications at their own pace. Our clients find this very pleasant.”

Roy van Keulen
ICT Service Coordinator

“SelfGuide enables us to support the development and growth of our employees in a structured and efficient way. SelfGuide is a valuable tool that contributes to the continuous improvement of our internal processes and strengthens team engagement.”

Paul Govers
Data-analist

“Growing digital skills means more time for our clients, more job satisfaction and lower workload, ready for the future.”

Alexander Dijk
Application Administrator

“With SelfGuide, we have an IT support tool that is actually used by users and administrators. We save time in creation and maintenance, offer better support to users and have a central location.”

Nick Verwaaij
Digital Workplace Trainer & Trainer

Experience the convenience of SelfGuide for yourself