Onboarding and Registration

To watch the full video on how to setup Onboarding, watch it here!

With the new Onboarding features you can give users accurate information such as how long this project will take, the tools needed and people that are needed. To get to the Onboarding menu, go to the top left of the screen and click the Synode logo to drop down the menus. You will then see Onboarding.

Overview:

The Overview gives all the necessary information on your guide such as the name of the Procedure, Product ID, Attach a PDF version of the guide, Image thumbnail, People needed for this project and Time needed for this project.

You can click “Generate Translations” after you have filled out all the info to translate to different languages such as French, Japanese, Dutch, German, Spanish, Swedish, Finnish and Italian.

Warnings:

The Warnings are used so at the start of your project users will see the potential risks or hazards associated with using/assembling the product. They help prevent accidents, misuse, or legal liability by communicating safety information. Once users have read the warning, they have to confirm they read it by ticking the box at the bottom. Then they can continue with the instruction.

Tools:

You can add the Tools necessary for this instruction so users are prepared when they're ready to start. Simply click Add tool to start the process. You can click Upload image to add an image thumbnail for that tool. Below the image you can enter the name for the tool. Then below that you can add the quantity for how many of that tool you need.

Product Registration:

With Product Registration, you can allow users to register their product for warranty directly through your products 3D Guide. When users get to the end of your 3D guide, they can choose to register with your product. They must accept the terms and conditions by checking the box.

Feedback:

If Feedback is activated, users can rate the experience of your 3d guide on a scale of 1-10. They can also leave a review in the text box below.