Generate PDF Help Files from Iridize Guides

While our customers use Iridize to offer the most advanced, contextual and live online training and support, we understand that offline support material is just as important for organizations and for the end users. This is why Iridize now offers an easy and quick method for generating offline PDF support files to support end users.

Important note!

The creation of these guides is done from your local extension. None of the content created with this method is transferred to Iridize or to any other location to ensure full privacy and confidentiality of your software and the generated files.

 

Generating offline help files is easy and is managed from the Iridize Flow Editor.

The process takes “snapshots” of the page with the Iridize tips and keeps them locally until you exit the editor.

Capturing the snapshots can be done automatically or manually:

  • Automatic -

To automatically take snapshots of all your tips just check the “Automatic screenshot capture” option as seen in the picture below. This will cause your Iridize Widget to capture a screenshot of each step of the guide and store them locally until you publish the guide.

Note! Concurrent tips are not automatically added this way and must be chosen manually (q.v.)



  • Manually -

There are times you wish to generate offline content from only several guide steps, or perhaps you need to add concurrent tips to offline content. In order to do this, you need to simply click the camera icon shown below. As before, your Iridize Widget will capture a screenshot of the step and store it locally until you publish the guide.

Publishing the content (generating PDF files):

Once you have captured all the screenshots you wish to offer offline, click the Export button on the iridize Flow Editor.

If you did not export all of the steps in the guides (including concurrent tips) Iridize will check which tips have not been added (via the Automatic option) and prompt you to add them using the manual snapshot option.


After you make your choice you will be transferred to a new tab with the guide’s export preview.

Editing the Guide Export Preview Page:

 In a new browser tab you can now see your guide’s Export Preview.



The exported guide tab includes the screenshots you had taken from the guide, formatted into an HTML page that can be edited to add titles and supporting texts.

 

First edit the guide description area using the integrated rich text editor:

Once this is done, you can edit the title of each slide and add supportive text beneath the slide:

For best practice we suggest using the crop option to only show the relevant browser area in the generated offline PDF file.


Saving the Guide for Offline Use:

Once you have completed adding supportive content and editing the slides, click the Print to PDF button.



Make sure you choose to change the printer settings to “Save as PDF”:

 You can find a new PDF file called [Guide-Name].pdf on your desktop.

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