How to Edit Your Project in Clarofy

Do you need to make some changes or add new content to an existing article’s content? Maybe you need to change some of the publishing settings such as the permissions or tags? If so, simply follow the instructions below to learn how to edit a project and its settings.

Note: You must be logged in to contribute to Clarofy.

 

To edit your article or quick post:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile. The project will open for editing.
  3. From here you may make any necessary text changes. If you have an image in your article, you can click the Edit (pencil icon) on the bottom-right corner of the image to edit or apply filters, colors, effects, to crop the image or adjust the size, flip or rotate the image. When you’re done, click Save Changes.
  4. If you want to remove an element, select the element then click the red X on the bottom-right of the screen. You will be prompted to confirm removal, click Remove.
  5. If you want to move an element up or down in position on the page, select the element then click the Up or Down arrows from the bottom-right of the screen.
  6. If you want to add new elements to the page, click the Add button (represented by a +) below the last element on the page. This will open the Add Element modal where you can choose from a variety of text elements, media elements, etc.
  7. If you want to change the proportions of a multi-column layout, select an element in the layout and at the bottom of the screen you will see new options to select. If you want to delete the entire layout and all of its columns, select the red X to the immediate right of the layout options.
  8. If you want to revert to a previously saved version of your project, click the Revision History button (represented by a counter-clockwise circular arrow) located at in the upper-right corner of the screen. This will open a list of previous versions of the project listed from most recent from top to bottom. You can click the Preview icon (represented by a magnifying glass) to preview the revision. If you wish to revert to that version, click the Revert to this version button.
  9. When you are done making edits, click Save (Save Draft if permissions are set to Draft) from the upper-right corner of the page. Your edits are now saved.

 

To edit the publish settings for your article or quick post:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile. The project will open for editing.
  3. If your project is set to Draft mode, click Publish from the upper-right corner of the screen to edit the publish settings. If your project is set to Private or Public, click Settings.
    Note: Offline projects can only have their permissions changed via the project tile.
  4. From here you can set the following:
    Publish Time: Choose to use the original creation date or the current date as the publish time.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.
  5. If you would like to preview your project prior to publishing, click Preview Project below the project tile. This will open the project in a new browser tab, so you may view it as a published project. When you’re done previewing, close the tab and return to your previous tab.
  6. When you are satisfied with your settings, click Save.

 

To edit your software simulation:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. From here you can make the following changes:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.
    Steps Without Narration: Set the duration (in seconds) for steps that do not have narration.
    Show: Choose to show for each step just the Image, Image With Hotspots, or Image With Hotspots and Annotations.
    Show Detail Text: Select if you want to show the text included on the Details tab for each step.
    Pan and Zoom: Select if you want to pan and zoom to the hotspot on each image.
    Show Job Aid Download: Select if you want to allow the learner to download a PDF version of the simulation.
    Show Me Link: Click the Copy button if you want to copy the Show Me URL.
    Show Steps Link: Click the Copy button if you want to copy the Show Steps URL.
    If you’d like to edit the actual simulation in the offline application, select either Edit in Capture or Edit in Clarofy.
  4. You do not have to open the offline application to edit the Step Text that the system automatically generates for you when you interact with the software you are recording. You can do this now by clicking Edit Steps from the top of the screen. The step editor will open. You can now select and edit the text below each step. Your changes are saved automatically.
    Note: These changes will not appear in the version saved in the offline application.
  5. If you want to revert to a previously saved version of your project, click the Revision History button (represented by a counter-clockwise circular arrow) located at in the upper-right corner of the screen. This will open a list of previous versions of the project listed from most recent from top to bottom. You can click the Preview icon (represented by a magnifying glass) to preview the revision. If you wish to revert to that version, click the Revert to this version button.

 

To edit your screencast:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. From here you can make the following changes:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.
  4. If you want to revert to a previously saved version of your project, click the Revision History button (represented by a counter-clockwise circular arrow) located at in the upper-right corner of the screen. This will open a list of previous versions of the project listed from most recent from top to bottom. You can click the Preview icon (represented by a magnifying glass) to preview the revision. If you wish to revert to that version, click the Revert to this version button.

 

To edit your learning:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. From here you can make the following changes:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.

 

To edit your images:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. To edit an image caption, click in the cation field below the image and make your edits.
  4. If you want to add more images, either drag the files into the Drag and Drop Images Here box, or click the Upload Files button, or share and image from a link by inputting the link into the Image URL field.
  5. Edit the Display Information:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.

 

To edit your video:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. From here you can make the following changes:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.

 

To edit your link:

  1. From the landing page, click on the section header My Projects to open a list of all of your projects.
  2. Locate the project you want to edit and click on the Edit button (pencil icon) located at the bottom of the tile.
  3. The Project Properties will open. From here you can make the following changes:
    Name: Input your changes in the text field.
    Permission: Click the downward arrow to the right of Draft to change the permissions from the default.
    Categories: Assign the project to a category by clicking the Categories button. Select the desired category and click Save.
    Description: Input your changes in the text field.
    Tags: Input any relevant terms to help other users find your project. Be sure to separate tags with commas.
    Language: If you’d like to change the language from the default English (United States) then click the downward arrow to the right of the menu and select a new language.
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