With VisualSP, you can create a walkthrough that steps through multiple pages.
Multi-page walkthroughs can only be created using Chrome, Firefox, or Edge.
Sample Challenge
I would like to create a walkthrough that guides the user from a SharePoint site home page to the Document Library page to upload a document.
Although SharePoint is used in this example, VisualSP can be used with any browser-based application.
Solution
From the VisualSP Help window > Admin menu, click Enable Edit Mode:
Click the Add Item button:
Select the Blank Help Item template:
The blank template will open.
Select Walkthrough as the Viewer/Media Type:
Give your Help item a Title and Description (optional), and click on Walkthrough Steps:
Give the Step a Title, then click on the Target Element selector:
In this example, we will anchor the bubble to the Documents link.
Click “Use It!” in the dialogue at the bottom of the page:
Back in the Management screen, click on the Advanced Properties section (right under “Core Properties”) and toggle “Advance When Target Clicked” and “Next Step is on a New Page” to YES.
Important: To select an element on the next page of your multi-page walkthrough, pop the editor out into its own window:
In your browser, navigate to the Documents page on your SharePoint site to navigate to the Document Library.
In the Management screen, Core Properties section, give the step a title, then click on the Target Element selector:
On your Document Library page, select the target element to anchor the bubble:
Click “Use It!” in the dialogue at the bottom of the page:
Navigate to the homepage of your SharePoint site. Click the Preview Walkthrough button to test:
When you are happy with your walkthrough, remember to click the Save Help Item button to save your work.