The steps below will walk you through a few of the most common tasks when working with documents. We created these pointers to help you learn the basics so you can get going.
- Navigate to the organization where the document will be published.
- Click on Documents in the left-hand menu and navigate to the folder (or subfolder) where you want the new document to appear. Then, click on +New > Document to get started.
- In the first field, replace the New Document default text with a title of your choosing.
Tip! A good document title will clearly identify the activity/task in the procedure and contain any relevant keywords. This makes searching for the document much more efficient.
Optional: Click Expiration Date in the right side panel and use the calendar picker to select a date that the document will expire. For more details on this feature, refer to our KB article here.
- Click on the Step button to start documenting the procedure. Use the formatting toolbar to adjust your text as needed (e.g. defining the heading style, bolding text, adding bullet points, inserting tables and hyperlinks, etc.)
- To preview your work, click on the Preview button at the top of the screen. Click on the Edit button to resume your work.
- Click the green Publish button at the top-right of the screen. Your new SOP will appear in the folder or subfolder that you navigated to in Step 2 above.
Note that all changes are auto-saved approximately every 20 seconds. Even if you forget to publish and then log out of your account, your changes will still be there in Edit mode when you return.
Using content blocks
At the top of the page, you will see the following options representing the four different content blocks:
Used to create a heading for a new high-level section, for example, a prerequisites section that appears near the top of the document but that is separate from the instructions.
Used to add free-form text, which can be fully formatted and include rich media, such as embedded videos, lists, tables, inline images, and various fonts.
Numbered steps allow you to create a set of step-by-step instructions with minimal effort. Each Step has special features such as individual screenshots per step as well as estimated time to complete the step with a total "roll-up" at the bottom of the published document.
Note: If you prefer to add your own bulleted/numbered list, add a Text content block instead of a Step.
It can be useful to have a content block that is specifically designed for images. When the images are clicked, they'll open in a lightbox layer that fills the screen, and dims out the rest of the screen. The lightbox layer is perfect for larger images and images with lots of details.
For other options for adding images, see Creating documents with inline images.
Don't forget about formatting your text! To learn how all the formatting options work, see A quick tour of editing
Dragging and dropping
To reorder your document, content blocks can be dragged vertically within the document. Click and hold the top edge of the content block and move it wherever you'd like it to go. In a document that uses the Step content block, the numbers are updated automatically when you reorder steps.
Inserting a content block
New content blocks can be inserted between two content blocks by clicking the more (three dots) icon.
Using the @relate feature
Adding links to your documents makes them more dynamic and gives your team more options for navigating between documents or to places on the web.
IT Glue has two kinds of links you can create, and it’s important to know the difference:
@relate links - These are links that let the reader jump from your document to another place in IT Glue. You don’t have to copy and paste URLs. Just type the @ symbol anywhere in your text, and then type a document title or asset name. You’ll instantly get a drop-down list of possible matches. Select the document or asset you want to link to. This saves you a few steps when adding links. It's also handy that when @relating a document or asset, a new Related Items entry is created at the same time.
When you select the document or asset, its name will appear as a blue link. Note: If someone changes the name of the document or asset later on, the link text will not change.
URL-type links - These links let the reader jump from your document to a place on the web. You start off by highlighting the text that you want to turn into a link. Doing this opens a context menu with an option for inserting a link by typing or pasting the website URL.
Making the document public (anyone with the link can access)
Public documents are a great way to cut down emails and the inefficiencies associated with email. Instead of sending an email, you can share the link to the document with anyone who needs it, such as clients and others who may not be authenticated. This is a useful feature for sharing information with clients, for example, instructions for connecting to the office VPN.
Users with a Manager or Administrator role can perform the following steps:
- Open the desired document and click Edit.
- Select the Make This Document Public checkbox. The change takes effect immediately.
After that's done, anyone who has the link can view the content of the document, the attachments (if any), and any public sub-docs. But the document will not be found by Google or indexed.
When making a document public, remember to remove any @relate
links. If you forget, unauthenticated users may click the link and be treated to an error message.
Sharing the document URL
After you publish a document, you may want your team to take a look at your document or allow them to share a link to a public document with clients. From the document list view, click the Copy to clipboard icon to grab the document URL.
Adding documents to the MyGlue Help Center
For our partners using MyGlue to connect with clients, you can add read-only versions of your documents to the MyGlue Help Center. Users across your multiple MyGlue accounts can all automatically access the content you choose to publish to the Help Center. Not only is this type of information-sharing easy and direct, it also empowers your users to learn about and/or troubleshoot simple topics based on their specific needs and timelines. They are able to find instructions related to their IT infrastructure without having to wait for their ticket to be answered.
Users with a Creator role and above in IT Glue can perform the following steps:
- Create or open the desired SOP.
- In the right side panel under Read-only settings, click the MyGlue Help Center checkbox.
- Select if you want the document to be published to all MyGlue accounts, or to specific account(s) only. If publishing to specific account(s), then search and select the account names.
Your selections will take effect immediately. Review our Setting up My Glue Help Center KB article for full details and instructions.
Copying, moving, and deleting documents
To copy, move, or delete one or more documents, use the actions in the "Select All" button located under the search box and above your documents, as shown here:
Avoiding accidental document deletions
Some user roles do not allow the user to delete data. For more information, see our roles and permissions article.
However, we do all we can to ensure that users do not accidentally delete important data. To delete a folder, you must first remove or delete everything inside of it. That means users can't accidentally delete folders that contain hidden items (only visible to users with the required access).
If a document is accidentally deleted, an Administrator can restore it. See How do I restore an item deleted by accident?
As you create more documents, you may want to archive some inactive or old ones that are no longer in regular use. Follow our Archiving Assets KB article for instructions.
Keep in mind that you will only see a revision history once you start publishing. Therefore, if you are making major revisions or working with other collaborators, make sure you publish the document. A full change history will help you in case you need to revert back to an earlier version. For information on recovering earlier versions of a document, see our Revisions to core and flexible assets article.
Also note that if you edit a document that is still being edited, IT Glue will display a message informing you that you are editing an outdated page and giving you the option to load the more up-to-date version or resume editing your current draft.