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Knowledge base
Explore How-To's and learn best practices from our knowledge base.
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Getting Started
What is Apty? Overview of Architecture, Technology and initial configurations.
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Admin Portal: Overview and System Settings
Use Analytics to estimate how helpful your instructions are, top used elements and how users interact with them.
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Admin Portal: Managing Content
Learn how to manage and segment your content, and create User Onboardings.
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Apty Studio
All you need to know about Workflows, Validations, Tooltips, Launchers and Announcements.
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Apty Widget
Manual and mass installation of the application and browser extensions.
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Best Practices
What we and our clients learned while creating instructions.
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Release Notes
What features and enhancements are available to you in current and upcoming versions.
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Training / Certification Program
This section covers the procedure of getting end users onboarded with Apty.
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Troubleshooting
Something went wrong? FAQ and tools on troubleshooting.
Getting Started
About Apty
- Components Overview
- How does it help?
- Apty Studio (Editor)
- Apty Components Overview
- Apty Client (Player)
Architecture, Security, Privacy
- Technology Stack
- Security Layers
- Data Collection and Storage
- Secure Storage
- Certification and Security Compliance
Initial Configurations
- Implementation Models
- Implementation Models (version 4.x)
- How to make Apty available to end users?
- What do end users need to install?
- Managing Apty Users
FAQs
Admin Portal: Overview and System Settings
Admin Portal: Managing Content
Publishing Content
Manage Workflows
- View / Edit Workflows
- Change Status of a Workflow
- Add a Language to a Workflow (Translation / Localization)
- Copying Workflows to Another Application
- Export Workflow as PDF / Video / SCORM / PowerPoint
Manage Validations
Manage Launchers
Manage Tooltips
Manage Announcements
Manage Knowledge Center
- Add Knowledge Content
- Edit Knowledge Content
- Add Language to Knowledge Content (Translation / Localization)
- Retrieve Permalinks
- Schedule the Knowledge Items Display for End Users
Manage User Onboarding
- What is Onboarding and how is it helpful?
- Create Onboarding
- Edit Onboarding (Add / Remove tasks)
- Add Language Translations
- Status of User Onboarding Procedures
Manage User Segmentation
- What is a Segment and how is it helpful?
- Create Segments (Version 3.x and prior)
- Creating Segments (Version 4.x and above)
- Edit Segment
- User Segmentation for Salesforce Integration
Apty Studio
How to use Apty Studio?
- Apty Studio and how does it help?
- Login to Apty Studio
- What is a Workflow?
- What is a Validation?
- What is a Launcher?
Installing Apty Studio
Create a Workflow
- Create a Workflow
- Add a Step to a New or Existing Workflow
- Configure a Workflow Step
- Create a Jump Step (Workflow Execution on Conditions)
- Play and Review Workflow
Create a Frame
Create a Validation
- Creating Validations
- Add a Spotlight
- Adding a Validator
- Schedule Validation Display for End Users
- Best Practices for Validations
Create a Launcher
- Create a Launcher
- Launch a Video
- Launch a Workflow
- Launch a Link
- Schedule the Launcher Display for the End Users
Create a Tooltip
Create an Announcement
- Create a Simple Announcement
- Create an Announcement with Image (version 4.x)
- Launch a Workflow in an Announcement
- Launch a Video in an Announcement
- Launch a Link in an Announcement
Lens
Automation
Apty Widget
Installing a Widget
- Installation Alternatives (Extension vs Code Snippet)
- Installation via Code Snippet (Extension Free)
- Installation via a JavaScript package for self hosting (extension free, optional)
- Manual Installation in Google Chrome
- Manual Installation Mozilla Firefox
Working with a Widget
Best Practices
Frequently Asked Questions (FAQ)
Best Practices
View all (6)Platform Specific Best Practices
Creating Guidance Content
- Best Practices: Use Cases for Different Guidance Types
- Creating a Workflow
- Creating Validations
- Creating Tooltips
- Creating Announcements
Apty Integrations
- Apty Integration with Moodle
- Apty Integration with Cornerstone
- Apty Integration with Google Forms (Embedding Surveys into Announcements)
- Apty Integration with Microsoft Forms (Embedding Surveys into Announcements)
- Apty Integration with Qualtrics (Embedding Surveys into Announcements)