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

Bravis ziekenhuis

Bravis ziekenhuis

Katja Hop
-
Functional ERP manager
Bravis ziekenhuisBravis ziekenhuis

“During the AFAS implementation, our key users created on-the-go instructions with SelfGuide. Previously, it took two weeks to create instructional material, but with SelfGuide, this took place in between without having to reserve time. As a result, we didn't have to focus on the time-consuming process of making (old-fashioned) instructional material.”

Katja Hop

Functional ERP manager

read customer story
Bravis ziekenhuis

“During the AFAS implementation, our key users created on-the-go instructions with SelfGuide. Previously, it took two weeks to create instructional material, but with SelfGuide, this took place in between without having to reserve time. As a result, we didn't have to focus on the time-consuming process of making (old-fashioned) instructional material.”

Katja Hop

Functional ERP manager

De Woonplaats

De Woonplaats

Sander Hilgerink
-
I&A Team Leader
De WoonplaatsDe Woonplaats

“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

read customer story
De Woonplaats

“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

Gemeente Enschede

Gemeente Enschede

Niels de Blok
-
Incident Manager
Gemeente EnschedeGemeente Enschede

“Due to the transition from basic authentication to modern authentication, around 400 people had to reset the mail on their device. With the help of SelfGuide, an instruction could be created quickly and easily that was clear and simple to follow. In fact, users were amazed at how easy it was with SelfGuide.”

Niels de Blok

Incident Manager

read customer story
Gemeente Enschede

“Due to the transition from basic authentication to modern authentication, around 400 people had to reset the mail on their device. With the help of SelfGuide, an instruction could be created quickly and easily that was clear and simple to follow. In fact, users were amazed at how easy it was with SelfGuide.”

Niels de Blok

Incident Manager

HAS Green Academy

HAS Green Academy

Laura Lap
-
Functional Administrator
HAS Green AcademyHAS Green Academy

“In a fragmented work environment like ours, SelfGuide helps us enormously to create instructions for various applications in a uniform way with a large group of editors. Especially with new applications, this is our starting point for getting started with user support. It supports both our 1st and 2nd line support enormously by being able to answer a lot of questions.”

Laura Lap

Functional Administrator

read customer story
HAS Green Academy

“In a fragmented work environment like ours, SelfGuide helps us enormously to create instructions for various applications in a uniform way with a large group of editors. Especially with new applications, this is our starting point for getting started with user support. It supports both our 1st and 2nd line support enormously by being able to answer a lot of questions.”

Laura Lap

Functional Administrator

Experience the convenience of SelfGuide for yourself