Steps To Creating A Good User Manual

17.12.2019by

Besides a good feature rich product and amazing support; Product Documentation also plays an important role in terms of customer satisfaction and revenue. If there is no documentation available on the product site, customers will be forced to raise a support ticket.

Getting response from the support team may take some time and it may delay customer’s work.Self help guides allow customers to go through frequently asked questions and general queries and help them resolve small issues by their own. A good documentation contains easy navigation and clean layout with better readability. Step by step explanation with screenshots helps too. In this article, I will showcase some user manual examples or product documentation example to help you set a good goal.

/ Training Manual – 40+ Free Templates & Examples in MS Word Training manuals are typically used to serve as a guide in achieving goals for a performed task. Although the concept of manuals usually applies to beginners, they can also prove helpful for persons familiar with the performed task. How to make an instruction manual template. User manual templates are well-written documents which help guide the users about the product. This would usually be a hard-copy document or an electronic one. The important thing is it’s included with the product. Great manuals. Nov 05, 2017  Create a Personal User Manual So Others Know How to Work With You. This activity could be a good first step. Creating a personal user manual can be something you do on your own. I could see it being a part of career journaling. Or it could be an activity that takes place during onboarding. The organization could give new hires a Moleskine. Dec 02, 2013  A walkthrough screencast showing the steps required to create a manual in Microsoft Word 2010. A walkthrough screencast showing the steps required to create a manual.

Get Inspiration from User Manual Examples

If you are thinking that, creating a product documentation or online user manual is a very technical thing, I would recommend to read this Ultimate Guide to Create Product Documentation. A good documentation will speed up your product’s sale as well as improves SEO too.

Checklist for a Good Product Documentation Example

  • Easy navigation with clean UI
  • SEO Friendly design
  • Visitor’s Feedback with Comment
  • Code Syntax Highlighter
  • PDF Support with Branding for offline reading
  • Easy edit of documentation with in-built text-editor

Great Examples of perfect Product Documentation and Help Guides:

Before creating a good product documentation guide, it is always better to see some inspirations. I have listed some of the best user manuals and product guide examples in this article to inspire you enough to start making your own. Many of these examples are of popular product sites and you may think that building such documentation will be a costly and time consuming task, but please read till the end as I have listed some simple ways to build similar documentation.

1) Stripe:

Stripe is one of the well known payment gateway used by many merchants. It allows individuals and businesses to accept the payment easily over the internet. I have gone through the documentation that was offered by them and I should say that the way it was represented was in a clean and easy to understand by the visitors. The API documentation that was offered by them was really amazing. There was a Syntax highlighter that was used, that allowed to display the source code in different colors as well as fonts.

Towards the left there were different topics that were listed by it. If you are planning to build a website related to API or where the source code is give much importance than definitely you should visit the documentation that is offered by stripe. The way the documentation for it was represented was commendable. There were different topics or the categories that were listed towards the left which is indeed eye catching for the visitors.

  • API Documentation
  • Ease of Use
5

2) MailChimp:

MailChimp is an email service provider that allows you to create, send as well as manage email newsletters. The documentation that is provided by them is very eye catching. It allows to add the links for the documentation along with Syntax Highlighter. Towards the left there are different sections that are displayed for the guide and there is different URL for each of the section. The documentation provided by MailChimp is displayed in very appealing way also all the points and instructions are mentioned very clearly.

3) Yoast:

It will help you for the optimization of the site and also provides with the complete solution for SEO. Yoast provides with clean documentation, below each document there is a contact us form that allows to contact the support team in case of any of the queries. It also provides with a proper pagination along with all the categories that is listed towards the left. One can easily locate the category through the Search option present towards the top. It will also provides with the information when the document was updated lastly.

4) Microsoft:

After going through the documentation that is offered by Microsoft, it is very appealing for the visitors. It includes videos and images along with the documents that allows the visitors to have a better understanding. There are different sections for each of the category and there is an in-depth documentation that is provided by it. The thing that makes the documentation of Microsoft to be very appealing is the images and screenshots used by it. As images are always worth a thousand words.

5) Apple:

The way in which the documentation of Apple is present is really amazing. There are different points as well as instructions that are covered in the guide that is offered by them. Towards the bottom it provides with the feedback option where the visitors can share their views regarding a particular document. Also the users can add the suggestion in order to improve the particular document. There are also screenshots that are included to have a better understanding of the document that is provided.

6) Ionic:

Creating A User Guide

The guide for ionic is represented in a very elegant way with the linking to the next documentation towards the bottom. Each of the topic is distinguished by different chapters and there are different icons that are represented for it. There is a sticky sidebar towards the left that is provided by it. There is a search option that is present at the top that will help to search a particular document very easily. The document is represented in such a way in order to make it appealing for the visitors and also it is very easy to understand from the perspective of the visitors.

7) Twilio:

The guide that is provided by Twilio is easily categorized into different categories. There is a Quickstart, Tutorials, API Reference and Helper Libraries that is provided by it. Towards the left it consists of all the sections that gets displayed based on the category that is selected. There are also different links that are provided by the particular doc and also consists of the linking to the next document. There are large number of sections that are added for each of the document that helps to have a better understanding. In case of any of the source code there is a Syntax Highlighter that is used for it.

8) Skype:

The user manual or documentation that is provided by Skype can be considered as a step wise manual with a complete understanding of the query that you are struck. Towards the top, it displays the count for the total number of articles. And there are different articles that are belonging to the particular category. There are different images and screenshots that are displayed for the particular doc. Towards the bottom there is an option that tells that whether a particular article is helpful or not. The way in which each of the step is displayed, makes it easy for the visitors to have a better understanding.

9) WHMCS:

The documentation or the manual of WHMCS gives you the clear vision of the document that you are searching for. On the Home page of WHMCS there are different topics that are listed and one will easily find the document that one is looking at through exploring the following topics. Towards the top it will list out the topics with different sub sections. Under the documentation there is a separate topic that is present for the Community forums. There is a step wise explanation given for each of the topic for the How To Guide. There is also a proper linking that is given for each of the topic.

10) Blesta:

The user manual that is provided by Blesta provides with a very good documentation that is indeed very simple and easy to understand. There is a separate guide that is prepared for the Users as well as Developers. As there are lots of sections that are present under a single topic, so towards the bottom it gives you the option to Show More. For each of the topic, it gives the details of the writer along with lastly the particular document was modified. There is a Navigate space that is present towards the right where one can search the topic that one is looking for. There are also breadcrumbs that are provided for each of the page that helps the user for the easy navigation. There is a tree like structure that is provided by this document.

11) BigCommerce:

Creating Instruction Manuals

The manual that is provided by BigCommerce is designed and presented in such a way to attract the visitors to the site. There are also links that are given for Chat and Community Forum in order to contact the support team in case of any of the queries. It also allows the user to give the feedback whether the following topic was useful for the visitors or not. The documentation also provides with different links in order to help the user to have a better understanding when they are referring to a particular topic.

12) Freshservice:

The manual lists out all the topics along with the count and sub topics for each of the topics. On clicking on the particular topic the user will be redirected to the page that one needs to refer. Towards the right, it will list out all the related articles along with the option to print the particular article. There are also different links that are added for each of the topic, it also allows to get the feedback from the visitors whether the topic is useful or not. It is written in very appealing way to attract the visitors and that will keep them glued to the guide. There is a different section that is present where the visitor can directly download the guide and go through it whenever required (for the offline reading).

Creating Product Documentation through WordPress:

If you are planning to build one such documentation for your website than this can be achieved easily through WordPress. I would recommend to read this Ultimate Guide to Create Documentation to easily build and publish a beautiful guide just like the mentioned user manual examples. I have listed few free plugins to create documentation and along with that, check some WordPress Themes to implement a nice design.

Documentor:

Documentor is one of the best WordPress plugin in order to create the online product documents. There are different content types that are supported by this plugin such as videos, images, code snippets, Tables, Google Maps etc. The WordPress plugin is bundled with many features and to list a few of them includes:

  • For the offline reading it supports Save as PDF option.
  • It allows the users to submit feedback for any of the documentation section.
  • There are multiple skins that are supported for it to make it appealing for the visitors.
  • There is also a print option provided in order to print the particular manual or guide.
  • As Social Media plays a very important role for building of any of the site, so it supports Social sharing option.
  • There can be number of sections and subsections that can be added for the particular document.
  • It also allows you to embed the videos, Google maps and tables very easily with it.
  • Full control over the settings panel in order to change the color as well as fonts.

These are just of few of the features offered by Documentor plugin. This plugin is bundled with so many great features in order to create a perfect document for your site. A good documentation will definitely help you to increase the sale of the product. Moreover the content, images, screen shots and videos that are included while creating a document also plays a very crucial role. All the features that are provided will surely help you to build a document of your choice. Hope this post will help the users to build a better documentation and help guide for their site.

What is a User Guide? A User Guide explains how to use a software application in language that a non-technical person can understand. In general, user guides are part of the documentation suite that comes with an application for example, Data Sheets, Release Notes,Installation Guides andSystem Administration Guides.

Technical Writers will often create a Documentation Plan before writing their user guide. This defines the scope, size, delivery format and resources required to produce the actual user guide.

As the name implies, User Guides are written to help people understand an software application or IT system. They are also called User Manuals. When writing a User Guide, use simple language with short sentences. This writing style helps the user understand the application.

Our User Guide templates can be used to create user guides, user manuals, getting started guides and other types of technical documents. A User Guide is an online or printed book that describes how to use a software application.

User Guides are the first port of call when something needs to be read. As many people read user guides when frustrated and after having lost patience with the software, you need to write your material to address their concerns quickly.

User Guides are often written for non-technical individuals. The level of content and terminology differs considerably from, for example, a System Administration Guide, which is more detailed and complex.

This rest of article offers some guidelines to consider when writing your User Guide, such as:

  • Identifying your audience
  • Writing sections
  • Defining style guide and standards
  • Delivery formats

Identifying Your Audience

As with all types of writing, the first step is to define your TARGET AUDIENCE. Your target audience are the people who will user your document. As different readers have different requirements, you need to consider their specific requirements. Use this template to learn more about the target audience for your projects and what they want to achieve, for example, read your user guide, visit your website or buy your product.

The worksheets include 130 points you can use to capture demographic date so that you have a more holistic view of their wishes, desires, fears, and preferences.
  • Identify the target audience
  • Identify their level of technical knowledge
  • Identify how they will use the guide

Audience Definitions

In the planning process, develop an audience definition that identifies:

  • The user
  • The system
  • The tasks

Software is used to do specific things. Users want to know what the software can do for them, for example, how to print a page in landscape.

They are generally not interested in the nitty-gritty technical details; they want to click a button and get a result. The User Guide is to teach them how the software helps them to do something.

Depending on the guide in question, you may need to address several audiences. For example:

  • Programmers who will troubleshoot the program
  • IT Managers who want to know the resources the program requires
  • Project Managers who want to confirm that the original requirements were met.

If you are writing for more than one audience, develop an audience definition for each one. Examine the definitions and see if you can address all audience types with one document. In many situations, you may need to write a number of documents, of which the users guide is only one.

  • When planning, use the audience definition to focus your decisions.
  • When writing, the audience definition serves as a guide for the documentation team and as a benchmark for evaluating the results.

Here are some questions that will help define your audience's needs:

  • Where will they use the document, for example, in the office, at home, in their car?
  • How much experience have they of using your application?
  • Is this guide an upgrade to an existing application?
  • Is your application new? If so, you may want to include a Getting Started document to introduce the software.
  • How will they use the user guide?
  • Will they install the software by themselves or do so over the internet?
  • What level of detail is required?
  • Will graphics help their understanding of how to use your product?

Writing the User Guide

Each user guide is comprised of front page, body sections, and a back page. The following section describes what each of these needs to contain.

Front Page (cover pages)

Include a cover page, table of contents, and a preface, if necessary.

Cover and Title Page

If the user guide is copyrighted, include a copyright notice.

Copyright © 2020 The Name Of Your Company.

Place the copyright notice on the cover (and also the title page).

Disclaimer

Include a standard disclaimer inside the front cover that outlines the Terms and Conditions for using this guide.

Preface

Use this section to reference other documents related to the software. Make sure you refer to the correct release number for all software and documents that you refer to. If necessary, include a section on 'How to use this guide' as an introduction.

Contents

You must include a table of contents. the only exception is if your guide is less than ten pages, in which case you should probably refer to it as a Getting Started guide or Reference Guide.

If this user guide is more than twenty pages, include an index at the end of the document.

Body of the guide

This is the heart of the guide. In the main body, separate the procedures (also called instructions) from reference materials. This will help the user navigate their way through the guide much faster.

Procedures

Procedures help the user perform specific tasks. They are also known as instructions or tasks. Examples of these may include:

  • When, why, and how you can perform a task, for example, printing a document, cropping an image, uploading a file.
  • What the screen will show after you perform a task, for example, an updated view of your bank balance.
  • Examples of tasks and program operation.

Writing procedures

Writing procedures involves the following tasks:

  • Identifying the major tasks
  • Separating each major task into subtasks
  • Writing a series of steps that walk the user through each subtask
  • Using an 'if-then' approach when explaining decisions that users can make.

Chunking text

Breaking large pieces of information into smaller piece of information is called 'chunking.'

When writing user guides, you can separate information by menu options and their respective consequences, for example, showing the user the results of each action.

Subtasks that need to be performed can be divided into chunks. Each chunk can form a new chapter or section within the guide.

Use a consistent format for each section, for instance:

  • Introduce each section with an overview of the task to be performed
  • Describe the inputs and outputs. In other words, what the user must enter into the system and what the system will do as a result.
  • Describe the procedures for accomplishing these tasks.

Number your steps

When writing procedures, number each step and use the imperative form of verbs, for example:

Press ENTER

or

Click 'Yes' and press ENTER to submit your details.

Using the If-Then Approach

Sunbeam model 5890 bread maker user's manual pdf download. When users are allowed to make decisions, use an If-Then approach to show the different result for each decision they make.

If you choose 'Yes,' the program will make Firefox your default web browser. If you choose 'No,' it will set Opera as your default browser.

Use diagrams to illustrate more complicated procedures.

Reference Materials

User turn to reference material when they need detailed information on a specific topic, for example, settings or parameters they must enter.

Reference materials can include:

  • Program options, for example, different menus and buttons that are presented to the user
  • Keyboard options, for example, hold AltGr and 4 to show the Euro symbol
  • Error messages that may arise when you use the application
  • Troubleshooting tips to resolve these issues
  • Frequently asked questions that the user may have about the software

Back Matter

Add a Glossary of Terms and an Index towards the end of the document.

Glossary

The glossary should cover all acronyms and industry terms used in the document. Help the user understand your material. Do not alienate them by using jargon and assuming that they know the meaning on these words.

  • A short glossary can appear at the front before the table of contents
  • A larger glossary should appear in the back matter.

Highlight glossary terms (by italics, for instance) the first time they appear in text.

Index

Any guide longer than 20 pages benefits from an index. An index helps users locate specific items very fast without having to search through the entire document manually. Large documents without an index are impossible to use efficiently.

Establishing Standards

As well as writing the guide, you also need to consider how the document will be delivered, for example, as a book, online or a PDF.

Areas that need consideration include:

  • Format (the design and layout of the pages)
  • Style (elements affecting readability, such as font, size, color)
  • Other requirements that are specific to each delivery format. For example, PDFs may need security settings applied so material cannot be copied; partner logos may need to be added; terms and conditions may need to be updated.

Document Format and Structure

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If you are writing a user guide for a client, rather then your own company, check if they use a specific style guide or have a preference for how the document should be presented. Check this with the client during the planning phase.

Use a document map to organize the guide. To do this:

  • Use headings for organizing information.
  • Include page numbers and section titles on every page, either in footers or headers.
  • Consider using dual columns. This lets you put headings in the left-hand column and the text in the right-hand column.

Style

Use an appropriate style. Decide on the technical level of your language, how you address the user, and conventions that are required.

Technical Language

Match the level of technical language with the audience ¯s level of proficiency. Always underestimate the knowledge of your readers rather than overestimate it.

Limit technical terms to those the user will encounter. If you must define a large number of terms, use a glossary to supplement definitions in the text.

Addressing the User

When writing procedures, use the active voice (e.g. Click this) and address users directly (write 'you' rather than 'the user').

When explaining an action, use the 'command' form of the verb:

'Choose an option from the menu and press [ENTER].'

Presenting your material

You can improve the readability of your documents by using specific formats to distinguish different types of information.

For example, you can distinguish the user's input from the system's response by:

  • Indenting text
  • Using columns to layout text
  • Providing illustrations or photographs that highlight key areas
  • Using different fonts and type features (bold, italics and underline)

Nonverbal devices, such as icons or diagrams, help supplement verbal instructions.

Special Requirements

If the guide is to be used outdoors, in a car, or on the move, make sure the font size is large enough to read easily.

Use spiral biding so the book does not to break easily, and high-quality paper so the text does not smudge or leave stains on the reader's hands.

PS - Download the User Guide Templates here
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