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Find your way around StepGen
Understand workspaces, projects, Sources, Steps, and where your work is saved.
What you’ll achieve
You can find the right project and the next action without losing context.
Before you begin
- Sign in to StepGen.
On this page
Workspaces contain projects
A workspace is the shared area for a team. It contains projects and has its own members, license, and usage allowances. A project keeps the source material, work steps, media, and exports for one set of instructions together.
Use the sidebar to expand a workspace and select a project. Check the workspace before creating or importing a project, especially if you belong to more than one team.
Follow the project from input to output
| Area | What you do here |
|---|---|
| Sources | Add PDFs, videos, and text notes; review processing; start generation. |
| Steps | Edit the work instruction, manage fields, and open Media or AI Assistant. |
| Share | Control link access, export, import, and revisit past exports. |
| Workspace settings | Manage members, license information, and the recycle bin. |
| Top-right menu | Open your profile, support, documentation, and account actions. |
Understand the save indicator
Edits are saved automatically. Watch the status under the project name: Saving means a write is in progress; Unsaved changes means the newest edits are not yet confirmed; Saved confirms the latest completed save.
If saving fails, read the message and choose Retry save. Keep the page open until your changes are saved. Exporting or navigating away is not a substitute for resolving a failed save.
Some controls depend on your access
Workspace owners manage membership. Platform administrators see the Admin Panel. Beta controls depend on your profile and workspace policy. A control labeled Soon is not yet usable; it does not mean your account is broken.
Open help without leaving your work
Open the three-dot account menu in the app header and choose Documentation. The knowledge base opens in a new tab, so your project stays open.
Use the left-hand chapter buttons to expand or collapse topics. Opening an article automatically expands its chapter. Search the knowledge base when you know the task or feature you need.