WalkMe Share

Updated on February 2, 2021 Download PDFDownload as PDF
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Brief Overview

As your organization’s DAP vision grows as a powerful force in your business and beyond, WalkMe Share allows everyone on your team to share their input regarding your organization’s WalkMe implementation. WalkMe Share facilitates collaboration by allowing WalkMe builders to easily share screenshots and videos while building a Smart Walk-Thru, SmartTip Set, or Launcher through an email notification.

WalkMe Share is the most efficient way to collaborate with others about your WalkMe implementation. Share, document, and collect feedback using WalkMe Share!

Designed with a suite of intuitive tools, WalkMe Share offers comments, screenshot editing, knowledge base article embedding, and shared deployable management.

Get WalkMe implementation feedback from your entire team and across your entire company to get the most out of your WalkMe implementation, from start to finish.

Use Cases

Use WalkMe Share Screenshots to:

  • Receive peer review on your Smart Walk-Thrus by sharing screenshots with other experienced builders;
  • Create a database of screenshots of your most successful Smart Walk-Thrus to guide future builders;
  • Onboard and train new builders faster by providing examples of successful builds created by other experienced builders;
  • Download your Smart Walk-Thru as a PDF, PowerPoint, or jpegs, and present it to others to enhance the DAP skills of others.

WalkMe Share also allows you to generate video simulations for any how-to process from a Smart Walk-Thru. You can create and share a how-to video for a specific user or post it on your support site for everyone to watch.

Use WalkMe Share video to:

  • Offer how-to videos on all your articles for users without extra effort
  • Quickly share videos with customers or employees to resolve support issues
  • Save time by eliminating the need to capture, edit, and even host videos

How it Works

WalkMe Share utilizes and displays the available WalkMe Editor’s screenshot data saved during an implementation’s element capture process.

While building a Smart Walk-Thru, SmartTip Set, or Launcher, you can easily share each WalkMe Editor deployable item with fellow collaborators via an email notification.

Available functionality

  • Generate Slideshow:
    • Select slide range to generate
    • Adjust Slideshow iframe dimensions
    • Adjust Slide’s duration auto play timing
  • Generate Video:
    • Select slide range to generate
    • Autoplay video option
    • Adjust Video resolution
    • Adjust Video click delay animation
  • Folder presentation view:
    • View and present all deployable items within a folder as a single end-to-end presentation
  • Share settings popup modal:
    • Now supports multiple email input property
    • Single deployable item sharing
      • Control which user has access to a single deployable item.

Feature Requirements

Enabling screenshots within the WalkMe Editor is required to use WalkMe Share. Steps captured without screenshots can not display within WalkMe Share.

WalkMe Share screenshots are pulled directly from the WalkMe Editor screenshot data. Occasionally, jQuery steps appear cut-off, attached to the wrong element, or may appear to be floating near the top left-hand corner of the screenshot. 

Please Note:

This type of issue is not a WalkMe Share bug, but rather an issue with the element capture feature of the WalkMe Editor. The WalkMe Share team has accounted for this challenge by introducing the Edit Item Position and Replace Screenshot Background feature. For further information or questions, please contact your WalkMe Account Manager or WalkMe Support.

Please note:

If you have screenshots disabled in your Editor, you will not be able to use the Share feature. Find this option in your Editor Settings in the General tab.

Editor Screenshot Activation

To activate WalkMe Share, first, enable the WalkMe Editor account to capture screenshots within the accounts General Settings.

Locate the WalkMe Editor Screenshot Settings by navigating to:

  1. Click Editor “Settings”
  2. Click the “General” tab
  3. Scroll down to the “Screenshot Settings”
  4. Select the radio button labeled, “Capture screenshots” (Recommended):

Please Note:

WalkMe Share’s slides are entirely dependent on the screenshot functionality within the WalkMe Editor. Elements captured while the Screenshot Settings are set to “blur” or “disabled” will appear with slides that have blurred backgrounds or will not load at all within WalkMe Share.

Log-in into WalkMe Share

First-time users entering WalkMe Share will be directed to the WalkMe’s unified login screen and prompted to log into their WalkMe account.

To enter WalkMe Share:

  1. Enter the email address associated with the WalkMe Editor account
  2. Click “Continue”
  3. Enter the password associated with the WalkMe Editor account
  4. Click “Log In”

Upon successful login entry, you will land on WalkMe Share’s Shared Items page, defaulting to the My Editor items tab.

Monthly active users entering WalkMe Share by the domain will be redirected to WalkMe Share’s Shared Items page, without logging in, defaulting to the Items shared with me tab.

Monthly active users, log in to WalkMe Share:

  1. Navigate to the Shared Items Table
  2. Select the My Editor items tab
  3. Click “Login,” located in the center of the Shared Items Table

Shared Items Page

The Shared items page provides a table display of deployable items shared by other WalkMe Share users and deployable items created within your own WalkMe Editor account.

WalkMe Share supports Multi-System Editor account data, enabled by the Account column within the Column Settings.

Shared Items Table

The Shared Items Table includes a suite of customizable tools to enhance the user’s workflow.

My Editor Items

Here, users can view the available deployable items from their company/personal WalkMe Editor account.

Users can take advantage of a suite of tools to share, view, manage, filter, and collaborate on their deployable items.

Items shared with me

Here, users can view the available deployable items shared by other WalkMe Share users, outside of their own WalkMe Editor account.

Please note: Users can not re-share a deployable item shared with them by another WalkMe Share user who owns a different WalkMe Editor account.

Users can search for deployable items within the Shared Items table by name, keywords, or metadata tags.

Column Settings

Each user who logs into WalkMe Share can customize their Shared Items Table’s columns by clicking the Column Settings icon.

Column Settings include:

  1. Account: The parent WalkMe Editor account hosting the shared, deployable item
  2. Type: The deployable item-type icon
  3. Id: The deployable item’s unique identifier attribute
  4. Test: A deployable Item’s publish status on the test environment
  5. Production: A deployable item’s publish status on the production environment
  6. Segments: A deployable item’s segmentation values
  7. Notes: Notes associated with a deployable item
  8. Assign To: A deployable item’s project assignee
  9. Status: A deployable item’s project status; includes:
    1. To Do
    2. In Progress
    3. Done
  10. Preview: A deployable item’s previously generated WalkMe Share slideshow or video
  11. Due Date: A deployable item’s project due date
  12. Folder: The folder name which hosts a deployable item
  13. Name: The deployable item’s name
  14. Permalink: A deployable item’s available permalink
  15. Settings: A deployable item’s settings values

Column Filters

WalkMe Share’s Shared Items Table offers users a wide range of filtering options.

To view the filter options, click any filter icon within the Shared Items Table header.

Filter Settings include:

  1. Filter by condition:
    1. None
    2. Is empty
    3. Is not empty
    4. Is equal to
    5. Is not equal to
    6. Begins with
    7. Ends with
    8. Contains
    9. Does not contain
  2. Filter by value:
    1. Input search keywords strings relevant to the column’s data set
    2. Select individual checkboxes of all predefined values, within the columns data set
    3. Or click, Select All
      1. Automatically, selects all predefined values, within the columns data set
    4. Or click Clear
      1. Automatically, unselects all predefined values, within the columns data set

Sort List Orders

Within WalkMe Share’s Shared Items page, users can choose to sort their column data by, alphabetical ascending (A – Z) order, or by, alphabetical descending (Z – A) order.

By default, WalkMe Share’s Shared Items Table sorts deployable items by, the date added, ascending order.

To sort column data by alphabetical ascending (A – Z) order, click the column title, once; displaying an up arrow, to the right of the column’s title.

To sort column data by alphabetical descending (Z – A) order, click the column title, twice: displaying a down arrow, to the right of the column’s title.

To reset the column data to the default, date added ascending order, click the column title, three times, or until the arrow icon is no longer visible, to the right of the column’s title.

Presentation Page View

Rapidly demo a WalkMe implementation with WalkMe Share Presentations; it’s flexible, collaborative, and intuitive. With WalkMe Share Presentations, users will spend less time exporting implementation-mapping into presentable formats, allowing them more time to create impactful WalkMe experiences for their end-users.

WalkMe Share Presentations can be, shared, opened, edited, and documented by multiple users simultaneously. Users can accomplish the following, using WalkMe Share Presentations:

  • Present a single deployable item in a slideshow presentation
  • Present a folder of deployable items in a slideshow presentation
  • Identify key information about a slide’s captured element
  • Present deployable items configured in multiple languages
  • Edit WalkMe Share slide’s visibility; allowing slides to be seen, or to be hidden from other WalkMe Share users
  • Edit WalkMe Share slide’s, deployable item’s, on-screen position
  • Markup a WalkMe Share slide with, on-screen text, arrows, and other shapes
  • Generate and embed WalkMe Share Presentations as, slideshows or videos
  • Download WalkMe Share Presentations as, PDF Documents (.pdf) or as, PowerPoint (.pptx) documents
  • @chatter and comment other WalkMe Share users on WalkMe Share Presentation slides
  • Play WalkMe Share Presentation as an auto-played slideshow, directly within WalkMe Share’s Presentation page

Supported Deployable Items

WalkMe Share supports deployable items with captured screenshot data, implemented during the capture element process, within the WalkMe Editor. WalkMe Share supports the following deployable item types:

  • Smart Walk-Thrus
  • SmartTip Sets
  • Launchers
  • Classic ShoutOuts
  • Visual ShoutOuts
  • Notifications

Single Item Presentation

Users can share, open, edit, and document a single deployable item such as a WalkMe Share Presentation, within WalkMe Share.

Please note:

When presenting within WalkMe Share, users can intuitively know if they’re viewing a single deployable item presentation by, viewing the on-screen title.

A single deployable item’s presentation title will read as:

  • Presenting Item: deployable item’s name:

Editor Flow Map View

WalkMe Editor account owners presenting a Smart Walk-Thru have permission to change the slide presentation view from the slideshow view to the Smart Walk-Thru’s flow map view as seen within the Editor.

Change WalkMe Share’s Presentation view from slideshow view, to flow map view by:

  1. Navigate to WalkMe Share’s slide drawer’s footer
  2. Click the Flow Map button
  3. WalkMe Share’s slide drawer interface will change, and display, the Smart Walk-Thru’s Flow Map, as seen within the WalkMe Editor

Alternatively, WalkMe Editor account owners presenting a Smart Walk-Thru can switch back to WalkMe Share’s Presentation slideshow view by:

  1. Navigate to WalkMe Share’s slide drawer’s footer
  2. Click the Slideshow button
  3. WalkMe Share’s slide drawer interface will change and display the Smart Walk-Thru’s slides, WalkMe Share’s default presentation view

Export Flow Map

WalkMe Share allows logged in users to export a transparent PNG file of their Flow Map.

To export the Flow Map:

  1. Log into WalkMe Share
  2. Click the “Flow Map” button within the Slide Navigator’s footer
  3. Click the “Export Flow” icon (example image below)
  4. Locate the “exported_flow_SWT NAME.png” file within your computer’s downloads folder

Environment & Version History

Users can choose to view how a single deployable (Smart Walk-Thru, ShoutOut, Survey, etc.) appears in the Editor Environment and then toggle to see how it appears in their Production Environment.
Users can also view a single deployable version based on that deployable’s Editor Version History.

How to view a deployable Environment and or Version History?

  1. Log into WalkMe Share from the WM Editor or from share.walkme.com
  2. Select the dropdown arrow next to the Environment selection
  3. Choose from the list of Environments in which you have the deployable too
  4. To view a version, select “Full Version History” from the Environment selection
  5. Upon selecting “Full Version History,” a popup modal will launch
  6. Select a version from the popup table by clicking “View Version”
Limitations
  • Limited to single deployable presentations
  • Folder view is not supported

Replace Screenshot Background Quick Action

Upon entering WalkMe Share, users will be provided with a call-to-action to replace the screenshot background on deployable slides that do not contain or captured a screenshot background within WalkMe Share.

This CTA will display by default on deployables that do not capture screenshots within the WalkMe Editor. These deployables include:

  1. Popup Steps
  2. ShoutOuts (all versions)
  3. Surveys

Multiple Slide Selection and Batch Actions:

What are Multiple Slide Selections and Batch Actions? Users may select multiple slides from the Slide Navigator and or Flow Map step in order to take these supported actions at the same time:

  1. Replace Slide Screenshot
  2. Embed Video
  3. Embed Slideshow
  4. Download to:
    1. .PDF
    2. .PPTX
    3. .DOCX
    4. .JPEG

When selecting Multiple Slides and exporting them to SlideShow or Video, the slide range will be pre-selected within the embed popup modal.

Pro tip:

Quickly document a Smart Walk-Thru’s Split Steps by selecting the Split’s slides and export the selected slides to your preferred document type. Save the document as the Smart Walk-Thru’s branch flow.

Multi-Item Presentation

With Multi-Item Presentation, you can share, open, edit, and document a folder-group of deployable items as, a WalkMe Share Presentation, within WalkMe Share.

Please note: When presenting within WalkMe Share, users can intuitively know if they’re viewing folder-group of deployable items or a multi-item presentation by viewing the on-screen title.

A multi-item presentation’s title will read as:

  • Presenting Folder: folder’s name

Additionally, the Smart Walk-Thru flow map view is not supported for multi-item presentations within WalkMe Share.

During multi-item presentations, WalkMe Share’s slide-drawer interface displays a unique category label, which is defined by the deployable item’s icon type plus name to signify the separation of deployable items within a hosted folder.

Deployable Item Slide Indexing

Within the WalkMe Editor, deployable items hosted within a folder are reflected in WalkMe Share’s slide drawer-interface by ascending order organized from top to bottom.

WalkMe Editor folder organization example:

  1. Folder name: “Demo 1”
    1. Launcher name: “Entry point to SWT A”
    2. Smart Walk-Thru name: “Process A”
      1. Step 1 name: “Click here” 
      2. Step 2 name: “Click next”
      3. Step 3 name: “Click enter”
      4. Step 4 name: “Click save”
    3. SmartTip Set name: “ToolTip”
      1. SmartTip 1 name“Learn More”
      2. SmartTip 2 name: “Input Validation”
    4. Launcher name: “Entry point to SWT B”
    5. Smart Walk-Thru name: “Process B”
      1. Step 1 name: “Auto Step”
      2. Step 2 name: “Confirmation”
Pro tip:

All said and done, WalkMe Editor folder organization matters when preparing a multi-item presentation within WalkMe Share. Impress for success; within your folder, list your deployable items from top to bottom to control the narrative of your presentation.

Share Presentation

WalkMe Editor users can share slideshow Presentations with other Editor users or none Editor users.

To share a Presentation to other users click the Share icon button to open the share popup modal.

Invite a user to the Presentation by entering their email address.

The invited user will receive a notification email from WalkMe Share with an entry link, which permits them to view the Editor deployable presentation within WalkMe Share.

If the user already has a WalkMe account they can simply og in to get access.

Otherwise, they will be prompted to enter their email address and will then be sent an access email.

Both Single Item Presentations and Multi-Item Presentations sharing is supported.

Modify Your Share

To modify your WalkMe Share after creating it, hover over the Smart Walk-Thru, and click the Share button again. Here, you can add or remove email addresses.

Note:

Only the emails displayed will have access to the secure link.

Share Collaboration

Collaboration and feedback are key to creating great WalkMe experiences, that’s why builders often work together when creating Smart Walk-Thrus. WalkMe Share allows your teams to build better together.  Simply share a link with any user and they get the latest version of your Smart Walk-Thru with full screenshots. They can even leave feedback with live comments so building together is faster and easier than ever before.  

Use WalkMe Share to:

  • Get approval and feedback from managers or key stakeholders.
  • Give feedback to other builders without editing their Smart Walk-Thru.
  • Collaborate without having to create accounts for non-WalkMe peers.
  • Add comments to any slide
  • Respond to comments in-line
  • Resolve pending comments

You are also able to hide slides from a presentation. Slides hidden will not appear in a generated slideshow or video.

Comment feature

Edit Modes

WalkMe Share offers users a suite of flexible slide editing modes, enabling users to create WalkMe implementation knowledge base articles directly in WalkMe Share.

Edit Slide Visibility Mode

Edit slide visibility mode enables WalkMe Share Editor account owners to hide slides from being generated in WalkMe Share content or seen by other WalkMe Share users.

To hide a WalkMe Share Presentation slide:

  1. Click the Pencil icon, near the top-right of WalkMe Share’s Presentation page header
  2. Select Edit Slide Visibility from the dropdown list
  3. Click the intended slide to be hidden
  4. In WalkMe Share’s subheader, switch the toggle next to the slide title, from “Off,” to “On”
  5. With the toggled switched to “On,” the slide displayed within WalkMe Share’s slide drawer-interface displays, a white overlay containing a no visibility icon.
Pro tip:

Slides hidden with visibility mode will not appear for other WalkMe Share collaborators or within an exported WalkMe Share content.

Edit Item Position mode

If you locate a slide within your WalkMe Share Presentation that contains an on-screen deployable item, that is not connected to the desired on-screen element, you can move it to correct position.

Most times, this happens to deployable items created with jQuery selectors.

Within WalkMe Share, users can enter the Edit Item Position mode to, drag and drop the slide’s deployable item, into the correct on-screen location.

How to edit a deployable Item’s position with Edit Item Position mode:

  1. Click the Pencil icon, near the top-right of WalkMe Share’s Presentation page header
  2. Select “Edit Item Position” from the dropdown list
  3. With the Edit Items Position mode active, users can:
    1. Drag and drop the slide’s deployable item into the correct on-screen location
    2. Or, use the keyboard arrows keys to nudge the slide’s deployable item
    3. With the slide’s deployable item in the correct position, click “Save”

Please note: Clicking “Save” is required to save the slide’s deployable items’ new on-screen position. Failure to click Save will result in the slide’s deployable item to reset back to its original on-screen position.

Alternatively, at any time, a WalkMe Share account owner may reopen a slide’s Edit Item Position mode and click “Reset” to reposition the slide’s deployable item back to its original on-screen position.

The deployable’s captured image, within the WalkMe Editor, will reflect the deployable item’s newly adjusted position.

Markup Screenshot mode

WalkMe Share offers users an in-app slide markup feature, allowing simple collaboration and slide privacy redlining.

Markup Screenshot mode allows users to add shapes and text to a WalkMe Share slide.

How to enter WalkMe Shares Markup Screenshot mode:

  1. Click, the Pencil icon, near the top-right of WalkMe Share’s Presentation page header
  2. Select “Markup Screenshot” from the dropdown list
  3. With the Markup Screenshot mode active, users can:
    1. Add arrows
    2. Add rectangles
      1. Border-only rectangles
      2. Solid rectangles
    3. Lines
    4. Freehand brush strokes
      1. Small strokes
      2. Medium strokes
      3. Large strokes
    5. On-screen text
  4. Once markups are complete, click, “Save”

Please note: Clicking “Save” is required to save the slide’s markups to be captured. Failure to click “Save” will result in the slide’s resetting back to its original state.

Alternatively, at any time, a WalkMe Share account owner may reopen a slide’s Markup Screenshot mode and click “Reset” to clean and reset the slide back to its default state.

Markups saved to any WalkMe Share slide will be included and presented in any exported WalkMe Share Presentation content.

Replace Slide Screenshot

WalkMe Share offers users the option to add or replace screenshot backgrounds on Presentation’s slides.

How to enter WalkMe Share’s Replace Slide Screenshot mode:

  1. Click, the Pencil icon, near the top-right of WalkMe Share’s Presentation page header
  2. Select “Replace Slide Screenshot” from the dropdown list
  3. With the Replace Slide Screenshot mode active, users can:
    1. From this Presentation:
      1. Replace a slide’s background image with a background image captured within the loaded Presentation.
    2. Upload from computer:
      1. Replace a slide’s background image by choosing to take a screenshot and then uploading it from their computer.
    3. By URL:
      1. Replace a slide’s background image by entering a background image from a hosted URL.

Within the WalkMe Editor account, the deployable’s captured background image will reflect the deployable item’s newly replaced screenshot background.

Presentation Version

While viewing a WalkMe Share Presentation, users can now toggle their presentation between:

  • Their Editor deployable drafts
  • Their Production environment
  • Their Test environment

Deployable Item Information

WalkMe Share offers users key information data about a selected slide’s deployable item.

WalkMe Share slide deployable item information includes:

  • Index number
  • Title
  • Creation date
  • Type
  • Created by
  • Captured element URL

Generate and Embed

WalkMe Share’s Embed Slideshow feature allows users to generate slideshows or Vimeo videos of their WalkMe Share Presentations.

Embed Slideshow

WalkMe Share Slideshows export as a pre-generated HTML iframe snippet that, can be copied and placed into any knowledge base article, WalkMe Resource, or webpage.

How to generate a WalkMe Share Presentation as a slideshow:

  1. Click the Embed icon near the top-right of WalkMe Share’s Presentation page header
  2. Select “Embed Slideshow” from the dropdown list to launch the Generate and Embed Slideshow popup modal
  3. From the Generate and Embed Slideshow popup modal, you can customize your WalkMe Share Presentation slideshows by:
    • Selecting slides to generate
    • Setting the slideshow to autoplay
    • Adjusting the autoplay timing
    • Adjusting the slideshow size
  4. Once slideshow customization is complete:
  5. Click “Generate” or “Re-Generate
  6. Click “Copy Snippet
  7. Paste the HTML Snippet into the desired knowledge base article, WalkMe Resource, or webpage.

Occasionally, you may change or update the shared deployable item within the WalkMe Editor. When this occurs, the slideshow’s Generate and Embed Slideshow popup modal within WalkMe Share will prompt with a “Re-Generate” call-to-action. Clicking “Re-Generate” will update previously generated slideshow HTML code with the newly applied deployable items change.

Please note that you do not need to replace the HTML iframe applied to your knowledge base article or webpage, as the deployable item’s slide data is automatically updated upon clicking “Re-Generate.”

Embed Video

WalkMe Share exported Vimeo videos as a private URL link that can, be copied and placed into any knowledge base article, WalkMe Resource, or webpage.

To generate a WalkMe Share Vimeo video:

  1. Click the Embed icon near the top-right of WalkMe Share’s Presentation page header.
  2. Select “Embed Video” from the dropdown list to launch the Generate and Embed Video popup modal.
  3. From the Generate and Embed Video popup modal, you can customize your WalkMe Share Presentation Vimeo video by:
    • Selecting slides to generate
    • Setting the video to autoplay
    • Hide mouse click effect
    • Adjusting the autoplay timing
    • Adjusting the video resolution
  4. Once video customization is complete”
  5. Click “Generate” or “Re-Generate”
  6. While generating, the Generate and Embed Video popup modal will automatically close, displaying the video progress bar within WalkMe Share’s subheader
  7. Once the video has successfully generated and is ready:
    • Select “Click to view your video!” to reopen the Generate and Embed Video popup modal
  8. Click “Upload”
  9. While uploading, the Generate and Embed Video popup modal will automatically close, displaying the video progress bar within WalkMe Share’s subheader
  10. Once the video has successfully uploaded to Vimeo:
    • Select “Click to view your video!” call-to-action to reopen the Generate and Embed Video popup modal
  11. Click “Copy Link”
  12. Paste the video link into the desired knowledge base article, WalkMe Resource, or webpage.
Video Privacy

WalkMe Share uses a private Vimeo account to host the video files. Users concerned about privacy may download their videos and upload them to the storage management system of their choice.

How to delete a video from WalkMe Share:

  1. Click the Embed icon near the top-right of WalkMe Share’s Presentation page header
  2. Select “Embed Video” from the dropdown list to launch the Generate and Embed Video popup modal
  3. Click “Delete From Vimeo”
Export a WalkMe Share Video File

WalkMe Share allows users to download their video files as .mp4 files.

To download a video from WalkMe Share:

  1. Click, the Embed icon, near the top-right of WalkMe Share’s Presentation page header
  2. Select “Embed Video” from the dropdown list to launch the Generate and Embed Video popup modal
  3. Click the “Export Video Fill” icon near the top-right of WalkMe Share’s Generate and Embed Video popup modal
  4. Videos will download to the user’s computer’s download folder.

Limitation: Presentations with over 60 slides can not be converted due to Share’s server restrictions. These large video files should be uploaded to Vimeo.

Using Comments

WalkMe Share users can collaborate with others on WalkMe Share Presentation slides to:

  • Add comments
  • Edit comments
  • Reply to comments
  • Resolve comments

Users who are part of a shared presentation have permission to edit, comment, or reply to any individual slide. When a discussion is finished, they can resolve a comment to close it.

User’s who are part of a shared presentation can @chatter other shared users, sending the comment as a notification to their email address.

Viewing Comments

Users can view comments by three categories on an individual WalkMe Share slide.

How to select a WalkMe Share Presentation slide’s viewing category:

  1. Click the Comment icon, near the top-right of WalkMe Share’s Presentation page header
  2. With WalkMe Share’s comment drawer-interface open, users can select the slide’s comment viewing category by:
    1. Open
    2. Resolved
    3. All

Add Comments

To add comments to WalkMe Share Presentation slides:

  1. Click the Comment icon, near the top-right of WalkMe Share’s Presentation page header
  2. With WalkMe Share’s comment drawer-interface open:
    1. Click “Comment”
    2. (Optional) @chatter a user within the shared presentations group
    3. Add a comment in the input box
    4. Click “Add”

Resolve Comments

To resolve a comment on a WalkMe Share slide:

  1. Click the Comment icon, near the top-right of WalkMe Share’s Presentation page header
  2. With WalkMe Share’s comment drawer-interface open:
    1. Select the desired comment
    2. Click “Resolve”

Edit Comments

To edit a comment on a WalkMe Share Presentation slide:

  1. Click the Comment icon, near the top-right of WalkMe Share’s Presentation page header
  2. With WalkMe Share’s comment drawer-interface open:
    1. Select the desired comment
    2. Click the comment menu icon located at the top-right of the comment container
    3. Select “Edit” from the dropdown list
    4. Edit the comment within the input box
    5. When ready, click “Add”

Delete Comments

To delete a comment on a WalkMe Share slide:

  1. Click, the Comment icon near the top-right of WalkMe Share’s Presentation page header
  2. With WalkMe Share’s comment drawer-interface open:
    1. Select the desired comment
    2. Click the comment menu icon located at the top-right of the comment container
    3. Select “Delete” from the dropdown list
    4. Upon Delete selection, the comment will be permanently deleted from WalkMe Share

Download Presentation

WalkMe Share provides users the option to download their WalkMe Share Presentation into the following format types:

  1. PDF Document (.pdf)
  2. Microsoft PowerPoint (.pptx)
  3. JPEG Image (.jpg, current slide)
  4. JPEG images (.zip, all slides)

To download a presentation into one of these document format types:

  1. Click the Download icon near the top-right of WalkMe Share’s Presentation page header.
  2. From the dropdown list, select your chosen format type.

Downloaded documents can be located in the user’s computer’s local download folder.

How to view a deployable Environment and or Version History?

  1. Log into WalkMe Share from the WM Editor or from share.walkme.com
  2. Select the dropdown arrow next to the Environment selection
  3. Choose from the list of Environments in which you have the deployable too
  4. To view a version, select “Full Version History” from the Environment selection
  5. Upon selecting “Full Version History,” a popup modal will launch
  6. Select a version from the popup table by clicking “View Version”
Limitations

  • Limited to single deployable presentations
  • Folder view is not supported

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