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.

When creating a link in an article, always set the "new tab" option . 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):" This ensures that the link will open in a new browser tab. 

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

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