A comprehensive guide for building professional job aids. You can reopen this anytime from the toolbar.
💡 Key Features: Import published job aids, track version history, collaborate with Review Mode (replies & task completion), publish for end users, and smart save warnings with 15-second undo for all deletions.
✏️ Editing Text
Click any text to edit it directly. Fields glow yellow on hover and blue when active. All fields — titles, descriptions, callouts, support info — are editable.
🆕 New Document
Click New Document to start fresh. You'll get a warning if you have unsaved changes. This resets everything to the template defaults while keeping the example step.
📥 Import Job Aids
Click Import to restore a published job aid HTML file. Perfect for disaster recovery, editing published versions, or continuing work from a backup. All content, images, and formatting are restored as editable.
🖼 Logo & Icons
Click the logo in the header to upload your own. Click any icon (requirements, support cards, callouts) to replace it with a custom image. Supports PNG, JPG, and SVG.
📝 Version History
Click Version History to track changes. Add version numbers, dates, and change descriptions. When ready for a new version, click Add New Version to archive the current one and auto-increment. Version history appears in published end user versions.
💬 Review Mode
Click Review Mode to open the feedback panel. Select a category (Question ❓, Suggestion 💡, Error ⚠️, Approval 👍) when submitting.
Use the filter buttons to view only unresolved, resolved, or a specific category.
Resolve a comment to acknowledge it while keeping it for the audit trail — or Mark Complete to close it out as a finished task. All replies and history are preserved.
📤 Publish for End Users
Click Publish for End Users to create a read-only version with all edit controls removed. End users get Help, Version History, and Print/PDF buttons. Images include "Click to enlarge" badges. Perfect for distribution.
📋 Requirements & Support
Use + Add Requirement in the Overview section to add more requirement boxes.
Use + Add Contact Card in the Support section to add more contact options.
Hover over any item and click ✕ to remove it.
📸 Screenshots
Each step starts with one screenshot block. Click the dashed box to upload an image. Use + Add Screenshot inside a step to add more. Each screenshot has its own info boxes. Images include resize/pan controls and accessibility fields.
📌 Info Boxes
Each screenshot block has info boxes on the right. Click + Add Info Box to add more. Hover over an info box and click ✕ to remove it.
➕ Steps & Sub-steps
Use Add Step to insert a blank step, or Duplicate Step (inside each step card) to copy an existing step's structure. Click any step number to edit it manually (e.g., type "2a" or "2.1" for sub-steps). Custom numbers are preserved.
💾 Save Your Work
Click Save File to download a new HTML file with all your edits and images. The template file stays untouched.
The Save button changes color: green (no changes), yellow with ⚠️ (unsaved changes), red with "SAVE NOW" (5+ minutes without saving). Your browser will also warn you if you try to close without saving.
💾 Important: Use Save File regularly while working. It creates a new editable HTML file (doesn't overwrite the template). When completely finished, use Publish for End Users to create a clean version for distribution, or Print / Save PDF for a static document. Any deletion shows a 15-second countdown — click Undo to restore if needed.
📖 How to Use This Guide
This job aid walks you through the process step by step. Here's how to navigate and get the most out of this document.
🗺️ Quick Navigation
Use the Quick Reference section at the top to jump directly to any step. Click a step number to skip ahead or go back to review a section.
🔍 Enlarge Images
Click any screenshot to view it full-screen for better detail. Look for the 🔍 Click to enlarge badge. Press ESC or click outside the image to close.
🔊 Text-to-Speech
Each step has a 🔊 Read This Step button that reads the step aloud. Use 🔊 Read All Steps (top-right) to play through the entire guide hands-free. Click ⏹ Stop at any time.
⚡ Express Mode
Click ⚡ Express Mode (top-right) for a condensed quick-reference view showing only step numbers and titles. Great for when you just need a fast reminder of the flow.
📋 Version History
Current Version: 1.0 Last Updated: [Date] Changes: Initial release
🖨 Print / Save PDF
Use the 🖨 Print / Save PDF button (top-right) to print a formatted copy or save as PDF. The print layout is optimized for letter-size pages with clean headers and footers.
💡 Tip: Follow each step in order for the best experience. If you get stuck, contact the support team listed at the bottom of this guide.
⚡ Express View
Quick reference guide with essential steps
📝 Document Version History
Track changes and updates to this job aid. This information will be displayed to end users.
Current Version
Previous Versions
No previous versions yet
ℹ️ About This Tool
Job Aid Builder - Professional Training Documentation System
Interactive job aid creation with professional themes
Enhanced Review Mode with categories, filters, and resolve tracking
Express Mode for quick-reference viewing
Dual-publish system (creator & end-user modes)
Text-to-speech for all steps (end-user version)
HTML import/restore for disaster recovery
Built-in version control and history tracking
Single-file output — no server or internet required
License: This software contains proprietary algorithms and trade secrets.
Unauthorized copying, distribution, modification, or reverse engineering is strictly prohibited.
🎨 Theme & Branding Customization
Customize colors and fonts for your job aids
⚡ Quick Themes
Click a theme to apply instantly:
✓ Current: Neutral Professional
⭐ My Custom Themes
Your saved custom themes:
🎨 Custom Colors
Click color boxes to customize:
Headers, buttons, emphasis
Accents, highlights
Additional highlights
🖼️ Backgrounds & Text
Customize background and text colors:
Outer background color
Job aid background
Body text color
Labels, hints
🖼️ Theme Logo
Upload a logo to include with this theme. It will automatically apply when you use this theme.
Supports PNG, JPG, SVG • Max 2MB
🔤 Typography
📋 Live Preview
Primary
Secondary
Accent
Sample text in selected font
[]
✏️ JOB AID BUILDERClick any text to edit
Your Job Aid Title Here
v1.0 | Feb 2026
📄 This document is available as an interactive HTML file with clickable navigation. Contact your department for the web version.
Click to change
Your Department
Your Job Aid Title Here
Brief subtitle describing what this guide covers
X Steps
~X Minutes
Version 1.0
February 2026
Created by: [Name]
Quick Reference
🖱️ Click any step to jump directly to that section
Quick Reference — Navigate to any section below
Overview
This guide provides step-by-step instructions for completing [process name]. Follow each step in order to successfully [achieve goal]. Estimated completion time is approximately [X] minutes.
💻
Change icon
System Access
Access to required system or application
🔐
Change icon
Credentials
Your username and password for the system
🌐
Change icon
Permissions
Appropriate permissions to complete this task
1
Category
First Step Title
Describe what the user needs to do in this step. Provide clear, actionable instructions that guide them through the process.
Screenshot
📸
Screenshot Label
Brief description of what this screenshot shows
Detailed description for screen readers describing the visual content
Recommended: 1200 x 800 pixels
⬆ Click to upload image
📌 Info Title
Add helpful context, tips, or additional details related to this step.
📌 Info Title
Add another note or supporting detail here.
💡Change iconTip: Add helpful tips, warnings, or best practices related to this step.
Need Additional Support?
🎫
Change icon
Technical Support
Contact IT Help Desk or submit a ticket
📧
Change icon
Questions or Feedback
Contact your department or team lead
This guide is for internal use. Please contact your supervisor or department before sharing outside the organization.