Guidelines for Creating IT Glue Client-Facing Instructions

Guidelines for Creating IT Glue Client-Facing Instructions

We use the "Documents" asset to create customer-facing instructions. 


Use the Document editor to create instructions. It includes various modules (text, graphic, steps) that make is easier to edit the document again later. 

Please do not create a Word doc and paste everything from Word into one text field. Creating the document from Word makes it much harder to format the document when editing it later.

Always set the "new tab" option when creating a link in an article. Select the link or the text you wish to turn into a link. When the formatting menu pops up, click the link icon. Then under the dropdown menu that says "default," select "_blank (new tab):"





Make sure to make client instructions public by checking the public checkbox. Otherwise only ITG users can see it.


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