Sample ChallengeI 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.
SolutionFrom the VisualSP Help window > Admin menu, click Enable Edit Mode: Click the Add Help Item button: The VisualSP Online Help System Management window will open. Pop it out into its own window: “Walkthrough” will already be selected as the Viewer/Media Type:
Give your Help item a Title and Description (optional), and click on “Switch to Walkthrough Builder”:
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. Create the next step by clicking the Add Step button:
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.