For MSPs
Keep client procedures in the right place.
A familiar task can look different at every client. Keep the useful procedure, add the right context, and publish it to the organization you chose.
Windows 10 & 11 / Local library / No account to start
New starter setup
A clear set of steps, with the context to get it right.
Check the client details
Start in the workspace shown below.
Set up the account
Make a guide for
Client onboardingRecurring service tasksTechnician handoversCapture the work. Keep the context.
A shared process. A client-specific guide.
Your client knowledge is part of the service. Open the guide in Thoth to edit the instructions, mark up the screenshots and prepare the version you want to share.
Your next technician starts with the client’s instructions in front of them.
Real editor and PDF export. Fictional help desk, sample information.
The right client guide for the job.
A typical workflow for MSPs, from the first capture to the next update.
- 01
Start with the procedure
Record the common task and add the instructions your technicians need. Use folders and tags to keep client-specific guides organized.
- 02
Check the client details
Review the wording, screenshots and branding for the intended client. Apply blurs or redactions before sharing screenshots.
- 03
Choose the destination
With NinjaOne connected, select the client organization in Export. Use a PDF or Word upload when screenshots need to accompany the instructions; article output is text only.
For the work you explain more than once