• How and why to use the ‘hide VisualSP tab’ functionality

    There could be situations where you, as a VisualSP Administrator, would like to have the functionality of inline help and auto-load Help content but to also hide the VisualSP Help tab from your users. For example, maybe your business needs are to provide help to your users through the use...
  • Customize the Microsoft Teams app icons

    VisualSP is available as a plug-in for Microsoft Teams. When installed, you will see a VisualSP icon in the railing: This icon can be changed to reflect your company branding by editing the Teams app package. The app package file is a .zip file containing the following: A manifest file...
  • Style Help items with custom CSS

    Help items can be easily styled with CSS to more closely match your company brand. VisualSP gives you styling control at the app level. You can find the style section by going to the menu in the Help panel and clicking on Manage My Subscription. Scroll down the Manage Subscription...
  • VisualSP vs VisualSP Classic

    VisualSP offers two options of our in-context learning system to support various versions of SharePoint – VisualSP (our client-side solution that also supports other web applications) and VisualSP Classic (our server-side solution that only supports legacy versions of SharePoint on-premises). Both options provide similar functionality and support overlapping versions. Your choice will depend on a combination of environment, user interface, and features. The matrix below highlights the differences.    VisualSP ...
  • Test VisualSP as a different user

    As a Subscription Administrator, there may be situations where you would want to experience VisualSP as a regular user. You can do this by activating as a test user. Open the VisualSP help panel and click the blue person icon: Deactivate VisualSP: Activate with your test user email address. An...
  • Help with creating custom content

    After we install VisualSP, we will need someone to create custom training content for us. Do you provide that service? Yes, we can create custom content for you. We know that there's tremendous value in getting a little personal help from a SharePoint and Microsoft 365 expert at the right...
  • How do I get the VisualSP plug-in for the Teams app?

    Provide your users with contextual help in the Microsoft Teams desktop client with the VisualSP for Teams app. Download the app from Microsoft AppSource. Click the Get it Now button and agree to the Terms of Service and click Continue: You will be asked to sign into your Microsoft account...
  • “Leave site?” warning message

    You may notice a warning message in your browser like this: This is a warning from the VisualSP Editor that if you leave the page you are on, you will lose the changes made to the help item. Solution Save your help item before previewing or leaving the site.
  • Working with borders and highlights

    You have the option of adding a border or a highlight to a walkthrough step: Clicking one option or the other will add a border or a highlight to the target element selected under Core Properties: This is what a border looks like: This is a highlight: You can change...