Settings Page in Stories

Brief Overview

The settings page lets you view and modify Stories configurations. You can select preferences and customize branding to suit your needs.

Includes:

• General

• Branding

• Customization

General tab

The general tab allows you to customize your Story's recording and editing functionality and add links to block lists. It consists of two drop downs:

1. Stories Configuration
2. Block List

Stories Configuration

1. Click the Stories configuration dropdown to set up the Story creation source:

   1. Websites and WalkMe

      1. Stories can be captured across all websites

   2. WalkMe only

      1. Stories can only be created from existing WalkMe items

Adjust Story settings by enabling or disabling specific preferences.

• Allow exports: Allow Stories to be exported to PDFs, Docs, Slides, SCORM

• Allow comments: Allow comments to be shared on Stories

• Allow SmartCopy: Allow stories to be copied as HTML Markdown

Define the default access level:

1. Restricted: Only the story creator or users specifically shared with can access the story
2. Everyone: All users within the account can view and access the story

Block list

Manage URLs to exclude from Stories capture, WalkMe will be unable to capture content from these links.

How to add URLs if none have been added yet:

1. Click the Block List dropdown

2. Click Add

1. Enter a URL to block

2. Click Add

How to add new URLs if there are previous ones added:

1. Click the Block List dropdown

2. Enter a URL to block

3. Click Add

Delete one URL from block list:

1. Click the Block List dropdown

2. Click the trash icon next to the URL line

Delete multiple URLs from block list:

1. Click the Block List dropdown

2. Click the selection boxes next to the URLs you want to delete

3. Click Delete

Branding tab

Customize exported Stories to align with your brand's image.

• Click the Branding tab

• Click the Branding dropdown to upload the following:

  • Company Logo: Upload a logo to personalize your Story

  • Company URL: Add a redirect link to the logo that leads to your company's website

Edit company logo image

1. Click the image preview

2. A popup will appear with the options to:

   1. Replace image

   2. Adjust the opacity

   3. Zoom

Cover

Customize the design and appearance of your story's cover slide.

1. Click the Cover dropdown

2. Click the preview image or color of your cover slide

3. Select the dropdown menu at the top of the popup to edit either:

   1. Image

   2. Color

To edit cover image:

1. Select Image from the dropdown menu

2. You have the options to:

   1. Replace Image

   2. Adjust opacity

   3. Zoom

To edit cover color:

1. Select Color from the dropdown menu

2. You have the options to:

   1. Select a new color

   2. Adjust the opacity

Customization tab

The customization tab lets you further personalize your presentation by defining the default style for Stories captured, including:

• Highlighted Area
• Shapes

Highlighted Area

This is based on where the user clicks, highlighting the area for attention.

1. Click the Highlighted area dropdown
2. Click the dropdown to select the default shape pointing to the captured element

3. Adjust the following settings of the Captured Element:

   1. Stroke: The boarder surrounding the captured element

      1. Color

      2. Thickness

   2. Overlay: The color applied over the captured element

      1. Color

Shapes

Users can adjust the design of the shape used to point at the captured element.

1. Click the Shapes dropdown

2. Toggle between:

   1. Basic mode

   2. Advanced settings

Basic mode

Users can adjust the appearance one time for all shapes.

1. Click the Colors dropdown to adjust the shapes:

   1. Fill

      1. Color

   2. Stroke

      1. Color

      2. Thickness

2. Click the Typography dropdown to adjust:

   1. Text

      1. Typography

      2. Size

Advanced settings

Users can edit the appearance of shapes at an individual level.

1. Click the dropdown of each WalkMe Shapes and Other Items to adjust:

   1. Fill

      1. Color

   2. Stroke

      1. Color

      2. Thickness

   3. Text

      1. Typography

      2. Color

      3. Size