Download walkme editor

Work flows better with WalkMe. Home Administration Common Web Applications Sharepoint Install WalkMe for Sharepoint Last Updated September 16, 2024 Let's Get WalkMe to Your Users!WalkMe is made available to your Sharepoint users by injecting a snippet of code into the Sharepoint Master Page. Once complete, your WalkMe content will immediately be accessible and WalkMe will begin collecting data. Talk to you Account Manager about the best timing for deployment on your site.There are just a couple steps to getting WalkMe up and running on Sharepoint. 1. Retrieve the WalkMe Snippet The snippet code is available from the WalkMe Editor. Learn how to install the editor. Click the Settings icon in the editor to open System settingsGo to the Snippet tabSelect the correct environment from the dropdown (Test/Production)Each environment has a slightly different snippet codeIf you have a test/sandbox/staging site, select the Test snippetIf you would like the snippet for publishing to your end-users, select the Production snippet Note The snippet environment will automatically select the environment open in the editor. Click Copy Code to copy the snippet NoteIf you aren't able to retrieve the snippet code, please contact our support team. 2. Find your Master Page Log in to SharePoint 2013 with a user who has Administrator permissionsClick on the settings button, then click on Site Settings Under Look and Feel, click Master PageView the master pages that you are using in the SharePoint environment and save the information for the next step. In this example below, the default page is Oslo 3. Add the Snippet to Your Site Open SharePoint Designer 2013 (Installed locally on your computer)Select Sites then click Open Site In the Open Site window, select the web application for WalkMe and click Open. Make sure that you see the URL of the application in the

Especially while keeping our HR team lean. WalkMe automates processes and encourages self-service, which gives our folks a sense of independence and allows HR the freedom to focus on proactive customer service instead of answering ‘how to’ questions Kim Knight SVP Human Resources WalkMe for HR Adoption of our technology solutions is critical to achieving return on investment. WalkMe helps with that adoption by engaging our employees directly within our internal applications and providing just in time guidance, which increases self-service and adoption and reduces support tickets submitted to our internal applications. Doug Beaudoin Chief Information Officer WalkMe for IT WalkMe has provided us an 'always on' help center that seamlessly integrates with our SaaS delivery model. WalkMe supports our lean training team with top-notch service dedicated to ensuring product value immediately. Josh Courteau Training Manager WalkMe for Customer Support Efficiencies through digital adoption make our employees more proficient in our technology platforms and give them more time to spend on student success and retention, which is our number-one priority. Channing Gabe Digital Adoption Specialist WalkMe for the Public Sector Explore more from WalkMe. GUIDE The definitive digital adoption buyer’s guide Download now STUDY The State of Digital Adoption 2023-2024 Read now WEBINAR Digital adoption: The new imperative for software ROI Stream now Ready to go frictionless? Get started with digital adoption today. Request a demo The trademarks and product names of Workday, Inc., including the WORKDAY® mark, are the property of Workday, Inc. WalkMe is not affiliated with Workday, Inc., nor does Workday, Inc. sponsor or endorse WalkMe, its services or its website.

Start-to-finish:Take your workflows to the next level. Step 1: Scope Determine your scope. Use WalkMe to optimize a workflow, improve adoption, or simply fix that error-prone field. Unsure where to drive the most value? WalkMe can show you. Learn more Step 2: Start Get started with predefined solutions. Or begin from scratch! WalkMe offers customizable predefined solutions at the workflow, app, or task level, so you can reach time-to-value faster than ever. Learn more Step 3: Build Build for your needs. When you’re ready to configure the exact guidance you need, WalkMe offers the most powerful, flexible, and intuitive building experience in the industry. Learn more Step 4: Deploy Deploy to your workforce or customers. No other DAP provider meets users where they are like WalkMe. Build conditions and segments to offer guidance and automation exactly the way users want it. Learn more Step 5: Analyze Analyze, rinse, repeat. Sit back and enjoy the results. Then rinse and repeat. WalkMe makes measuring ROI easy, then empowers you to find the next adoption project to tackle. Learn more There’s a reason 27% of the Fortune 500 use WalkMe. Request a demo 35% Faster employee onboarding 5 mos. Est. WalkMe customer payback period $41.1m Total New Revenue gained annually 113 FTE higher net productivity 5 mos. Est. WalkMe customer payback period 35% Faster employee onboarding $41.1m Total New Revenue gained annually 113 FTE higher net productivity THE WALKME ADVANTAGEDeepUI understands software like humans do. WalkMe’s patented, AI-powered DeepUI technology processes user interfaces on a human level, not just in zeros and ones. This means WalkMe truly understands how people use applications – it knows how software UI is built, learns how individual elements perform, continuously monitors for changes, and adapts in real-time.The result? A no-code building building experience and guidance that doesn’t break. Learn more WalkMe delivers, but don’t take our word for it. Hear from your peers and explore WalkMe solutions by industry, department, or use case. We now have a 100% digital approach for most new features and updates, and live training has been mainly eliminated. Users can now quickly find the support that they need in-tool, when they need it, with no interruption to their workflow and experience less time away from customers. Christi Lopez WalkMe Administrator WalkMe for Sales I can’t envision how we would have rolled out Workday® and continue to onboard and support employees without WalkMe,

Action navigation panel titleWalkMe customer IDClarizen Help and Custom WalkMe options Organization email domainDefine the organization's email domain. The default value is generated from the domain of the user who first registered the account.Use logo in all system generated materialsDefines whether to use the organization's logo or name in all of the system's generated materials, such as system triggered emails, exported data, reports, etc. Enable to include logo, disable to include organization name. The default value is 'On'.Automatic contact creationWhen sending emails from the system, Clarizen has the ability to automatically create a contact person for an unregistered email.Disabling the Automatic contact creation setting stops the system from creating automatic contacts.The default value is 'On'.Custom Action ribbon titleThe Custom Action ribbon title allows you to define the name that will appear for the Custom Action Tab or dropdown located in a module's ribbon.Type the desired title in the Custom Action ribbon title field.The default value is 'blank' and defaults to Custom Action.Custom Action navigation panel titleThe Custom Action navigation panel title allows you to define the name that will appear for the Custom Action dropdown menu located in the navigation panel.Type the desired title in the Custom Action navigation panel title field.The default value is 'blank' and defaults to Custom Action.WalkMe customer IDClarizen lets you incorporate your own instance of Walkme, accessed via a Show Me menu in Clarizen.Clarizen Help and Custom WalkMe optionsSelect which Help options to display:Clarizen onlyCustomer onlyNoneTo learn more about the WalkMe integration with Clarizen, click