Using the Guides Library
Video and Introduction to the Guides Library and how to use Guides Library assets in your projects
Kirsten Stevens avatar
Written by Kirsten Stevens
Updated over a week ago


The Guides Library is a quick and easy way to add instructions and notes for your reviewers directly within Editor. You can add a variety of different widgets, from Project Summaries to Floating widgets, all of which add a level of detail regarding the page that your stakeholders can access at the click of a button. Reviewers will be able to open your guides from the Player mode of iRise, allowing them to view specific sets of instructions tailored to the screen they are currently looking at.  

Here's a short video on how the Guides Library works:

Download the available Guides Library iDoc and import it into your libraries folder to make them accessible. 

*Instructions on importing iDoc files are in the following link

You'll find the following types of widgets in the Guides Library:

  • Project Summary overlays

  • Instructional flyouts

  • Post-it style note widgets

  • Guides overlays and accompanying floating guides.

Each of the Guides Library widgets allow you to provide guidance to your reviewers. Select the widget or combination of widgets that are best suited to clearly communicate instructions within your project.

The Project Summary Overlay allow you to create a dashboard for your project that helps to introduce your reviewers to the project and it's purpose. These typically contain detailed descriptions of project scenarios, as well as helpful links to relevant tutorials or help articles. 

The instructional flyouts give step-by-step instructions to the reviewers on how to proceed through the flow of the prototype by performing various actions and tasks that otherwise might be obscured or hidden purposefully. They guide the reviewer through each step of the process, even providing scenario options if you have dynamic navigation or actions. 

The post-it style notes are there to give brief tooltips with accompanying visual icons to help your reviewers see that there may be more detail behind certain widgets on the screen.

The Overlay and accompanying widgets are meant to provide a wide range of details regarding specific pieces of functionality on the page. If your screens have a long list of different functions that can potentially be performed, the overlay allows you to mark them all easily. 

Using the Guides Library

Navigate to the Guides library by opening up the Widgets panel in Editor and selecting the Guides Library from the available list.

*Note: For all Guides Library widgets, Drag Mode needs to be set to Drop Over prior to adding to a screen.  Set Drag Mode to Drop Over: 

Learn more about Drag Mode in this tutorial.

Project Summary Overlays

1. Drag your selected Project Summary Overlay onto the first screen of your prototype, or the one your reviewers will see when they first open up your project in player. This is the screen at the top of the screens list in Editor. 

2. Once this widget is on your screen, provide details and update instructions by double clicking on any of the text widgets and editing the text in line. 

3. If your process has multiple scenarios, use the version of the Project Summary with scenarios to help guide your user to each individual event. Update the text for each scenario as you would any other text widget. This version of the Project Summary also has actions built onto the different blocks, so you can update the action to link to the beginning of each individual scenario. 

Flyout Widgets

1. Drag any of the available Flyouts onto the screen from the Widgets panel and position it using the format styles and settings to X = 0 and Y = 0 on the position settings. 

2. Once that's done, update the text in the widgets until you have a full set of instructions.

3. After your instructions are written out, click the body of the widget and switch the viewstack to the icon view, or view 2. This will make sure that your flyout is hidden until the reviewer wants to see it by using the open guide icon. 

Post-it Note Style Widgets

1. Drag the Post-it style widgets next to the widget that they will be describing and enter the necessary information. 

2. After the information is entered, change the viewstack to the icon view to hide the note until the reviewer wants to look at it.

Overlay and Floating Widgets

1. Drag an overlay onto your page to create an area for you to store the floating guide widgets. 

2. Set your Drag Mode to Drop Into and drag any number of accompanying floating widgets next to the widgets they describe, and update the text accordingly. 

3. After completing the updates to the floating widgets, select the overlay and switch the viewstack to the icon view to hide the overlay for the reviewers until they want to review them. 

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