# Managing guides

To manage existing guides follow one of the options below:

* The [Adoption guides table](#managing-guides-from-the-adoption-guides-table) with guides for all applications.
* The [Guides tab](#managing-guides-from-the-application-specific-guides-tab) with guides specific to the selected application.

## Managing guides from the Adoption guides table

{% hint style="info" %}
The **Adoption guides** table action menu is context-sensitive and depends on each guide's **Published** or **Draft** status.
{% endhint %}

From **Applications** > **Manage Adoption guides**:

1. Review the **Adoption guides** table with all existing guides, regardless of the application.
2. Hover over a guide to reveal the action menu on the right side of the table-item row:
   * **Edit** is only available for guides in **Draft** mode. Therefore, you must **Unpublish** active guides before editing their configuration settings.
     * To unpublish an active guide, go to **Applications** > **Manage Applications** and open the application of interest. From the **Guides** tab, use the action menu to **Unpublish** any guide tied to the application.
     * You can always see the configuration **Details** of a published guide.
   * **Manage tags** to create, assign, and edit the investigation tags.
     * Optionally, open the **Tags** panel by clicking the tags icon in the right-side menu.
       * **Search for tags** of interest from the displayed list of guides.
       * Select one or more tags to filter the **Adopt guides** table.
   * **Attach to an application** guides that are currently not tied to any web application.
     * The system undergoes [key-page comparison](#importing-guides) between the target application and the attached guide.
   * **Delete** a guide from the system.

If needed, sort the table items by clicking on the column header or using the **search** bar at the top-right corner of the table to find a guide.

<details>

<summary>Understanding the column fields in the Adoption guides table</summary>

Find below the description of each of the column fields in the Adoption guide table:

* **Name**: displays the guide name. The hyperlinked guide name on the table takes you directly to the **Edit** guide configuration page.
* **Origin**: indicates if a **Custom** guide was created using Nexthink, or imported from Nexthink **Library**. Refer to [Library pack ](https://docs.nexthink.com/platform/library-packs)documentation.
* **Tags**: see tags associated with a guide.
* **Description**: contains the guide description defined during its configuration.
* **Application**: indicates the application tied to the guide.
* **Type**: indicates the guide type: **Walkthrough**, **Tooltip**, or **Media**. The guide type is not editable after creation.
  * **Walkthrough:** step-by-step guidance of a task flow. The walkthrough provides in-line support throughout the process till completion.
  * **Tooltip**: contextual information that organically unfolds to end-users while hovering or using specific elements on the application site. Unlike walkthroughs, tooltips are independent, user-discoverable, and quickly built.
  * **Media**: embedded existing media or articles within the application site. This way, end-users can access media content from the Context help pop-up—based on the Context help configuration and conditions.
* **Published**: shows if a guide is published (date since active) or in **Draft** mode. Published guides cannot be edited. Refer to the Action menu section below for more information.
  * Published guides cannot be edited. Refer to the Action menu section below for more information.

</details>

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-847dc1b5e3ae76f7959b713287fa72910dc32ec3%2FManageGuides_01.1.png?alt=media" alt=""><figcaption></figcaption></figure>

## Managing guides from the application-specific Guides tab

{% hint style="info" %}
The **Guides** table action menu is context-sensitive and depends on the guide **Type** and **Published** status
{% endhint %}

From **Applications** > **Manage applications:**

1. Select the web application of interest with guides.
2. Open the **Guides** tab listing application-specific guides.
   * The columns in the **Guides** tab table match the table fields covered in the [Manage adoption guides](#managing-guides-from-the-general-adoption-guides-table) section on this page.
3. Hover over a guide to reveal the action menu on the right side of the table-item row:
   * **Edit Walkthrough**/**Tooltip**/**Media** is only available for guides in **Draft** mode. Therefore, you must **Unpublish** active guides before editing their configuration settings.
     * You can always see the configuration **Details** of a published guide.
     * The **Edit** page of an existing guide contains the same configuration fields as those used when [creating a guide](https://docs.nexthink.com/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/creating-guides).
   * **See analytics** takes you to [guide-specific details dashboard](https://docs.nexthink.com/platform/user-guide/adopt/guide-insights-and-analytics/understanding-the-adoption-tab/analyzing-the-guide-details-dashboard).
   * **Update translation** of guides due to changes in the [localization configuration](https://docs.nexthink.com/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings#configuring-the-localization-settings-for-the-selected-application).
     * You can only update translations for unpublished guides in **Draft** mode.
   * **Duplicate** an existing guide within the same application site.
   * **Copy to another application** any of the existing guides listed on the table.
     * The system undergoes [key-page comparison](#importing-guides) between the target application and the copied guide.
   * **Delete** a guide from the system.
   * **Export** guides you can later import in different web applications or Nexthink instances.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-04ac53eb5fb72edfb6cce815e0e918f642777b74%2Fimage.png?alt=media" alt="Managing guides from the application-specific Guides tab"><figcaption></figcaption></figure>

### Importing guides

You can **Import guides** previously [exported](#managing-guides-from-the-application-specific-guides-tab)—in JSON format—from the same or a different Nexthink instance, saved on your local device.

From Nexthink **Applications** > **Manage Applications**:

1. Select the web application of interest with guides.
2. Open the **Guides** tab listing application-specific guides.
3. Click the **Import** button in the top-right corner of the page.
4. **Choose** or **drag** the JSON file from your hard drive to import the guide into the system.
5. Define **Target URL** which is the same **Open editor on URL** configured when [creating new guides](#creating-guides)**.**
   * When launching Adopt Editor from the Nexthink browser extension for the imported guide, the browser automatically loads the defined **Target URL** path.
6. Check **Unidentified key pages** missing from the target web application configuration.
   * The imported guide configuration retains matching key pages between the guide and the target web application.

{% hint style="info" %}
The system also applies key-page comparison when attaching or copying existing guides to different applications.
{% endhint %}

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-c8e2813ca5794fe7e76388c4e6eb5f190be2418d%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

## Importing Adopt guide packs from Nexthink Library

Configuring Adopt guides is a time-consuming process and not always feasible depending on organizational needs. Using Adopt Library Packs, you can import a collection of pre-built best practice guides for commonly used applications and processes. These still allow light customization, enabling you to scale them appropriately according to your needs.

{% hint style="info" %}
To use this feature, ensure **Manage all applications** is checked under the appropriate [role](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles) in Nexthink Administration.
{% endhint %}

From **Nexthink Library**:

1. Search for any pack named **Adopt `name` Guides**, `name` being the intended application.
2. Under the pack, select **Install**.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-1215f713dce963240fe010fd848c0596c3e123ff%2Flibrary_import.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Navigate to **Applications** > **Manage adoption guides**.
4. Find the installed guide. It will be marked as **Not attached**.
5. Click the action menu and select **Attach to an application**.
6. The **Target application** and **Source URL** should already be configured. Input the necessary **Target URL** and **Save**.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-8115ad6bb3e62a56fb2194d662eddef3fb4623a1%2Fattach_application.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

8. You can now access the guide through the [Adopt Editor](https://docs.nexthink.com/platform/user-guide/adopt/guide-content-development-from-in-app-adopt-editor).

***

RELATED TOPICS

* [Deploying a Guide: end-to-end procedure](https://docs.nexthink.com/platform/user-guide/adopt/getting-started-with-adopt/deploying-a-guide-end-to-end-procedure)


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