VisualSP is pleased to provide a feature that allows help items to be exported as a PDF to assist in the preparation of training documentation. This feature is now available in connection with the 2024.11.21 Product Release as noted in our Product Release Notes.
Export a Help item as a PDF file
Export from the Manage All Items screen
- From the VisualSP Help panel, click on the hamburger menu and select Manage All Items.
- 1) Select the desired help item and click the 2) Export button and then select 3)Export Selected Item to PDF
- The Export to PDF window opens and presents you a preview of the PDF and shows available options to configure the PDF based on the type of help item you are exporting
Available Options: Layout: Portrait or Landscape
- Once you have finalized the PDF click the 4) Export button and the PDF is downloaded in the browser
Export from the Item Edit screen
- From the Manage All Items screen click the edit icon for the desired help item or from the help panel click the edit icon next the name of the desired help item
- Click the 1) Export button on the footer and then select 2) Export as PDF
- The Export to PDF window opens and presents you a preview of the PDF and shows available options to configure the PDF based on the type of help item you are exporting
- Once you have finalized the PDF click the 4) Export button and the PDF is downloaded in the browser
Export a Walkthrough item as a PDF file
Like other items, Walkthrough items can be exported via the Manage All Items or Item Edit screen using the Export button as described above
The Export to PDF window has additional options for Walkthrough item types:
Layout: Portrait or Landscape
Show Step Target: On or Off. This option optionally shows the target element with a green border to demonstrate the relationship between the window and the target element
Working with Screenshots
When selecting a Target Element, make use of the Capture Screenshot option that allows Subscription Admins/Editors to capture the current window for documentation purposes.
Once the Target Element has been selected, if the Screenshot was captured a new icon will show 1) next to the Re-select Element button. The Screenshot button will open the Screenshot window
The Screenshot button will not be visible for existing Walkthrough steps. In order to attach a screenshot the Subscription Admin/Editor will need to Re-select the Target Element with the Capture Screenshot option selected for Walkthroughs that existed prior to the addition of this feature.
The Screenshot window provides controls for previewing the screenshot, adding Blurred regions to redact sensitive information and the ability to Delete an image
Blurred regions are added via drag and drop control and can be moved, resized or deleted.
Finally click the Apply Changes button to return to the Walkthrough Builder