Guides : Diagramming Interface for Creating Guides
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Vikram Krishna Kannan
Visual Editor:
- An intuitive visual interface allows admins to add, remove, and connect different elements of the guide, resembling a flowchart or diagram.
- Drag-and-Drop Functionality: This enables admins to easily drag and drop elements within the editor to structure their guide.
Guide Step Customization:
- New steps with text and media.
- Paths to existing steps for branching.
- Embedding other guides or resources.
- Adding external links.
Interactive Elements:
- Incorporate interactive elements like dropdown lists, radio buttons, and regular buttons that can collect information or guide users through the decision-making process.
Preview and Organization:
- Preview guide in a new tab.
- Feature tools for organizing and reordering guide steps directly within the diagramming interface.
Advanced Interactions and Navigation:
- The next steps can include adding a new step, linking to an existing step, linking to another guide, or an external link.
- The next step for behavior for radio buttons and dropdowns includes adding branching options within a step for multiple user paths, configuring linear steps that users can scroll through, and including choices in a step to create branching guides.
- Delete node option for removing steps from the guide.
Publishing Options:
- Clear options for publishing the guide, including saving drafts, publishing immediately, or saving guides without publishing for future edits.
Embedding and Collaboration:
- Embed one guide into another guide within a decision tree guide to create a cohesive flow of information.
- Internal notes in guides for team collaboration and clarity, providing context, guidelines, or reminders about the content of the guide, visible only to team members.
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Shakeer Hussain S
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Shakeer Hussain S
🌳 Interactive Decision Tree – Now Available! (Enterprise Plan Only)
We’re excited to roll out a powerful new way to build interactive, step-by-step user guidance with our Visual Decision Tree Builder — exclusively available for Enterprise plan users.
🔧 What’s New:
🧠 Diagramming Interface
Easily map out user journeys with a visual editor that feels like creating a flowchart — intuitive drag-and-drop to build, connect, and reorder steps.
🔀 Smart Branching & Navigation
Add interactive elements like dropdowns, radio buttons, and buttons to guide users through personalized paths or decisions.
📌 Step Customization
Embed text, media, other guides, or external links
Link to existing steps or create branching paths within a guide
Delete or rearrange steps directly from the interface
👥 Team Collaboration & Notes
Add internal notes visible only to your team for better coordination and guide management.
📤 Flexible Publishing Options
Draft, save, or publish guides when you're ready — with full control.
🔗 Modular & Embedded Flow
Embed one guide within another to build comprehensive, connected decision trees.
📘 Learn more in the release notes: https://docs.document360.com/docs/may-2025-1151
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Document360 Engineering
in progress