Use case

Easily enrich your knowledge base with instructions

Supplement the knowledge base with visual instructions.

Suitable for all applications

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

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Why instructions are essential for your knowledge base.

Users need simple and visual instructions instead of difficult-to-understand text. This can only happen if service desk staff can quickly and easily add and maintain knowledge visually. They should focus on the content, not on the uniform format and presentation to the user. This way, enriching the knowledge base remains enjoyable and achievable.

Why instructions are essential for your knowledge base.
How it works

Enrich your knowledge base with instructions

Integrate SelfGuide instructions into your knowledge base articles by synchronizing or including a link. Make the visual instructions from SelfGuide available in a familiar and trusted location for the user.

1

Create instructions

Create one or more instructions in SelfGuide for the actions you want to document in the knowledge base. All instructions should be in a single format, visually appealing, and described step-by-step as users find most enjoyable.

Create instructions
2

Synchronize or integrate

Integrate the instructions into knowledge base articles, either manually by including links or automatically through synchronization. The SelfGuide instruction becomes part of the knowledge item, combining the best of both worlds.

 Synchronize or integrate
3

Knowledge base item is available

Users find the instructions in the Self Service Portal, the go-to place in the organization for answers to their questions. If a query leads to a service request or incident, it can be quickly and easily addressed by linking and sharing knowledge base articles.

 Knowledge base item is available

Geschikt voor alle applicaties

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

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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

“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

“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

“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

“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 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

“We use SelfGuide in our organization to support our employees in all kinds of activities. The instructions are set up by our core users and then used by the organization's colleagues to perform new or repetitive tasks according to the process. That is trouble-free.”

Jacob ten Toom
Medewerker IT

“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

“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

“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

“With SelfGuide, we can create application instructions and user guides in just 15% of the time compared to before. In addition, it saves considerable time for both administrators and users in maintaining, searching and sharing instructions.

Nick van Nunen
Process Change Manager

“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

Experience the convenience of SelfGuide for yourself