UiPath Explorer Expert

User Interface

Explorer Expert's user interface consists of the following panels:

Diagram Builder

Your diagram can be built in two ways depending on what you choose after running the tool:

  1. Automatically (Capture Process).
  2. Manually (Simple Template).

Make use of our intuitive diagram editor to create the structure of your process and define specific steps to perform it. The diagram begins with a Start node which is followed by Sequences or Decisions. The diagram leads to the End Action. Everything is linked with arrows to help better visualize the process that is documented.

After you're done with creating the workflow diagram, choose the specific sequence and specify the actions that belong to it by clicking Capture Actions Now. The tool creates a screenshot with every mouse click and gets the smart metadata for each particular action.

It is also possible to Capture Sequence directly from the Sequence Editor. For that, click on the corresponding button in the menu that appears as you hoover over the Plus sign.

At the bottom of the Diagram Builder window, you can:

  1. Zoom in and out of your diagram.
  2. Scale to 100% / Fit (your diagram) to screen.
  3. Drag the diagram by pressing Alt + clicking on Image.

Sequence Editor

If you click a sequence, the Sequence Editor panel is displayed on the right side of the window.

You can see the name of the selected sequence along with details such as the number of steps and execution time. Below, a sequence of actions is displayed.
With each action, you have the following options:

  1. Edit it in the Image Editor.
  2. Duplicate.
  3. Remove.
  4. Save as an image.

You can change your actions order by simply dragging and dropping them.

Also, you can add a Step Title and Step Description to give more information about the steps you want to document.

If some steps are missing, click the Add button between any two actions to be able to:

  1. Capture more actions.
  2. Add an empty step - an action that is represented by text only (without a screenshot).

Image Editor

If needed, each screenshot can be modified in the Image Editor. To open it, double click a screenshot in the Sequence Editor or hover over it and click the Edit Image button.

The user interface of Image Editor consists of three panels:

Inbuilt Sequence Editor

The Sequence Editor panel is located on the left side of the window. Its properties are described above.

Image Editor

Image Editor has the following features:

1. Select

Choose any element on a screenshot and make changes to it.

Depending on the element you select, different editing options will be added to the panel.

2. Rectangle / Rounded Rectangle / Ellipse

Draw a Rectangle, a Rounded Rectangle, or an Ellipse.

Editing options:
2.1. Shadow – add/remove shadows.
2.2. Fill Сolor – choose the background color.
2.3. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
2.4. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
2.5. Bring to Front - bring this annotation to the front.
2.6. Move to Back – move this annotation to back.

3. Arrow / Line

Underline important information with a Line or an Arrow.

Editing options:
3.1. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
3.2. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
3.3. Shadow – add/remove shadows.
3.4. Bring to Front - bring this annotation to the front.
3.5. Move to Back – move this annotation to back.

4. Sequence

Number your steps with Sequences.

Editing options:
4.1. Shadow – add/remove shadows.
4.2. Fill Сolor – choose the background color.
4.3. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
4.4. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
4.5. Bring to Front - bring this annotation to the front.
4.6. Move to Back – move this annotation to back.

5. Highlight

Emphasize important parts by highlighting.

Editing options:
5.1. Fill Сolor – choose the background color.
5.2. Bring to Front - bring this annotation to the front.
5.3. Move to Back – move this annotation to back.

6. Text

Add text boxes with further possibilities for high-quality screenshot editing.

Editing options:
6.1. Text Tools – choose Font Name and Font-size, make your text Bold / Italic / Underlined.
6.2. Font Color
6.3. Shadow – add/remove shadows.
6.4. Fill Сolor – choose the background color.
6.5. Outline Сolor - choose the color of the frame of a Rectangle/Rounded Rectangle/Ellipse.
6.6. Outline Width – choose the width of the frame of a Rectangle/Rounded Rectangle/Ellipse.
6.7. Bring to Front - bring this annotation to the front.
6.8. Move to Back – move this annotation to back.

7. Grab Text

Extract text from an image and paste it where needed with the help of OCR image technology.

To take advantage of this feature, select the text on a screenshot, and click Recognize to extract text from the image. If successful, a message is displayed that the text has been copied and you can paste it wherever needed.

8. Blur

Blur parts of a screenshot that contain confidential information.

9. Crop

Remove unnecessary parts of a screenshot, by clicking the button, selecting the region, and clicking Crop. You can always reset and edit screenshots you’ve just cropped.

Note:

Annotation's settings (for Shapes, Lines, Sequences, Highlight, Text) can be set as default in My Branding menu. Find more information here.

Step Title / Step Description

The StepTitle and/or Step Description can be added by using the panel located on the right.

User Interface


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