Use case

Customer portal with instructions

Support customers, citizens, clients or tenants with instructions from your customer portals.

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 and user guides are essential for your customers

More and more organizations have online environments for their customers, citizens, tenants, clients, and more. They need easy access to these environments and be easy to use. Uncertainty about correct use will frustrate the customer and will not provide the organization concerned with the desired level of service.

 Why instructions and user guides are essential for your customers
How it works

Customer Support with SelfGuide

To support your customers, you can easily create supporting instructions. Think of instructions for civil matters, logging into a customer portal or gain insights into digital patient files. You can easily share these instructions with your customers, citizens, clients or tenants.

1

Create specific instructions and guides for your customers

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

Create specific instructions and guides for your customers
2

Make these instructions publicly available on your website

Refer to instructions and user guides on your website, customer portal, or other communication channels.

Make these instructions publicly available on your website
3

Support your customer with instructions

Provide your customers, citizens, clients, or tenants with instructional support. The instructions are fully self-guided, described step-by-step, and intuitive to use. This way, they can independently find answers to their application questions within your own customer portal.

Support your customer with instructions

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

Customer stories

How Moore DRV uses SelfGuide for customer support

How Moore DRV uses SelfGuide for customer support

“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

Read what customers say about us

“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

“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

“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

“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

“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

“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 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

“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

“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

“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

Experience the convenience of SelfGuide for yourself