Inserting Steps (Manual)

If you prefer, you can watch the video walkthrough instead. If not, follow along below.

Manually add context-rich steps to any document while editing.

To record new steps rather than manually insert, see 📄 Recording from an existing process (Windows)

How to insert a new step:

1. Enter edit mode on your document

2. Hover between existing steps and click the “+” icon

3. Choose the type of step you want to insert

   

Available step types:

• Step – Default instruction step

• Info – Adds helpful context

• Note – Supplementary guidance or details

• Success – Indicates successful outcome

• Warning – Flags risks or caution points

• Error – Highlights failure points

• Conditional – For steps that depend on a specific condition