← Kage Lab

Learn FlowHop › Keep guides current and tell your team · Lesson 5 of 6

Document control

Give every guide an ID, an owner, a version history and a review date – so you always know which guides are current.

BusinessAbout 6 minutes

What you'll learn

Steps

  1. Set your ID pattern

    In Settings → Document IDs, set a prefix and pattern (for example ACME-SOP-0042). Switch on Give new guides an ID automatically, or use Assign next ID in the editor.

  2. Add an owner and review date

    In the editor's Document ID, version, owner and review panel, fill in Owner, pick a Document type and choose Review every – say, 6 months.

  3. Issue versions

    Under Versions and what's changed, note what changed and why, then press Issue new version…. Tick Include “What's changed” in downloads, and use Copy release note for a quick summary.

  4. Keep on top of reviews

    The FlowHop icon shows a number when guides are due. In the Library, tick Only guides due for review, check each one, then press Mark as reviewed.

  5. Check for broken steps

    Press ✓ Check steps in the editor to find steps that may no longer match the website.

  6. Clean screenshots for test systems

    Recording on a test environment? Click the FlowHop icon, choose 🧹 Hide something in screenshots and click the “UAT” banner. Text swaps live in Settings → Clean screenshots.

Tip

IDs are numbered on each computer. If several people create guides, give each person their own prefix or number range so IDs never clash.

Good to know

Try this free 3 times. Every install gets 3 free tries of paid features, Business included – each update, version, reel or other paid action uses one. If keeping guides current is part of your job, Business is A$199 a year or A$24 a month.

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