Storyline 360: Creating and Editing Closed Captions With the Built-in Editor
Create and edit closed captions and subtitles right in Storyline 360 with the built-in editor. Fine-tune imported captions or quickly add new ones with the help of caption placeholders that are already synced with your audio and video content. And as of April 2023, Storyline 360 automatically generates synchronized video transcripts from closed captions. Opening the Closed Captions Editor Exploring the Editor Understanding Caption States Previewing Media and Captions Tabbing Back and Forth Between Caption Placeholders Adding or Editing Text in Caption Placeholders Speeding Up Your Workflow for Adding Closed Captions Formatting Caption Text Using Keyboard Shortcuts Adjusting the Timing and Duration of Caption Placeholders Inserting New Caption Placeholders Deleting Captions Splitting Captions Importing Captions Exporting Captions Translating Captions Closing the Editor and Saving or Discarding Your Changes Showing or Hiding the Closed Captioning Button on the Player Using Triggers to Turn Closed Captions On and Off Opening the Closed Captions Editor Use any of the following methods to open the closed captions editor: Select your media, go to the Options tab on the ribbon, then click Add Captions or Edit Captions. The button will change depending on whether your media clip already has captions. Right-click your media and choose Add Captions or Edit Captions from the context menu. Right-click your media, select Accessibility from the context menu, then click Add Captions or Edit Captions in the window that appears. Follow these steps to open the closed captions editor from the media library. Tip: Caption Placeholders Are Created for You If your media clip doesn’t already have captions, the closed captions editor will automatically analyze the audio track to detect units of speech and add caption placeholders to the timeline that are synchronized with your content. All you need to do is type your captions in the placeholders. Background music can interfere with the auto-generated caption placeholders, so you might need to tweak the timing of captions, add more caption placeholders, or split captions into smaller chunks. Note: The closed captions editor works with all narration and videos, except website videos. Exploring the Editor Explore this image of the closed captions editor and the numbered list below it for an overview of the interface. The sections that follow provide details on each feature. # Feature Description 1 Ribbon Commands Use the ribbon to: Preview your media and captions Jump back and forth between caption placeholders Insert new caption placeholders Delete caption placeholders Split caption placeholders Import captions Export captions Close the editor 2 Video Stage When you’re working with a video, it'll display on the video stage. When you’re working with an audio clip, the video stage disappears and the audio waveform fills the editor. 3 Closed Captions Preview As you type captions into the placeholders at the bottom of the editor, they’ll display on the video stage or audio waveform so you can see how they’ll look in your published output. 4 Timeline and Playhead The timeline shows the duration of your media, and the blue playhead travels along the timeline as you preview your video and audio content. 5 Audio Waveform The audio waveform is a visual representation of the audio track in your media. If there’s no video component for your media, the audio waveform will expand to fill the stage. 6 Caption Placeholders Caption placeholders are where you type and format text. You can also adjust the timing and duration of caption placeholders. If your media clip doesn’t already have captions, the closed captions editor will automatically analyze the audio track to detect units of speech and add caption placeholders to the timeline that are synchronized with your content. All you need to do is type your captions in the placeholders. Caption placeholders have four states, so you know what to expect when creating and editing captions. See the next section to learn about caption states. 7 Time Values The status bar shows you the current position of the playhead on the timeline, the start time of the selected caption placeholder, and the end time of the selected caption placeholder. 8 Zoom Slider Use the zoom slider in the lower right corner to zoom the timeline, audio waveform, and caption placeholders in and out when you need to make precise edits or get a big-picture overview. Understanding Caption States Caption placeholders have four states as described in this table. State Appearance Example Unselected caption placeholder without text Solid light gray Unselected caption placeholder with text Dark gray with white text Selected caption placeholder (with or without text) Blue with white text Caption placeholder in edit mode Dark gray with blue outline, white text, and blinking cursor The closed captions editor may behave differently, depending on the current state of a caption. See the following sections for details. For example, if no captions are in edit mode when you preview, playback will continue to the end of the timeline unless you pause it. However, if a caption is in edit mode when you preview, playback will stop at the end of the caption placeholder. And if you resume playback while the caption is still in edit mode, it'll start from the beginning of the current caption placeholder and stop again at the end. This helps you create captions one at a time, letting you hear a clip as many times as you need while typing. Previewing Media and Captions To preview the entire video or audio track, move the playhead to the beginning of the timeline—before the first caption placeholder—then click the Play button on the ribbon or press Enter on your keyboard. Drag the seekbar on the ribbon or the playhead on the timeline to scrub back and forth through the video or audio track. To preview just one caption, click inside the placeholder so it’s in edit mode. Playback will start as soon as you click inside it and stop when it reaches the end of the caption. To pause the preview, click the Pause button on the ribbon or press Enter. Caption placeholders that have text will display on the video stage or audio waveform during preview. (The size of a caption box and the point at which text wraps could change, depending on the size of the closed captions editor window.) Tabbing Back and Forth Between Caption Placeholders Press the Tab key on your keyboard to jump to the beginning of the next caption, and press Shift+Tab to jump to the beginning of the previous caption. Or, click the left and right arrows on the ribbon to move back and forth between captions. If no captions are in edit mode when you navigate between them, the playhead will simply move to the previous or next caption, but the media won’t start playing until you tell it to. If a caption placeholder is in edit mode when you jump to another caption, the new caption placeholder will also switch to edit mode so you can immediately start typing. Tip: By using the Tab key to move through caption placeholders in edit mode and pressing Enter to play/pause media, you never have to take your hands off the keyboard while typing captions, speeding up your workflow. Adding or Editing Text in Caption Placeholders To add or edit caption text, simply click inside a caption placeholder and begin typing. You can also paste text from external sources, such as text files or Word documents. When you click inside a caption placeholder, it switches to edit mode and your media automatically begins playing. If you need to pause it, just press Enter. To resume playback, press Enter again. If you need to add a line break to a caption, press Shift+Enter. Speeding Up Your Workflow for Adding Closed Captions By using keyboard shortcuts, you can quickly add closed captions to a video or audio track in Storyline 360. Here’s how: When you open the closed captions editor, the playhead will be positioned at the beginning of the first caption placeholder, and it'll be in edit mode. Press Enter to start playing your video or audio track, then begin typing text for the first caption based on what you hear. Playback will stop at the end of the placeholder so you have time to finish typing the caption. If you need to hear it again, just press Enter and it'll start over from the beginning of the placeholder. You can also use Enter to pause playback. Press Tab to move to the next caption placeholder. It'll switch to edit mode, and your media will being playing. Simply type what you hear. Playback will stop at the end of the placeholder so you have time to finish typing the caption. If you need to hear it again, just press Enter and it'll start over from the beginning of the placeholder. You can also use Enter to pause playback. Repeat step 2 to add captions, one placeholder at a time, until you reach the end of the timeline. Formatting Caption Text Bold, Italic, and Underline: Closed captions in Storyline 360 can have bold, italic, and underline formatting. Just select the text you want to format, then use the floating toolbar to make your selections. Or, use these keyboard shortcuts: Ctrl+B = Bold Ctrl+I = Italicize Ctrl+U = Underline Colors, Font, Font Size, and Position: You can choose the foreground and background colors, font, size, and position of your captions in the player properties. Learn more. Voice Tags: The closed captions editor doesn’t support voice tags, but you can identify speakers by typing their names with colons before their statements. (Press Shift+Enter to add a line break between speakers.) For example: Adam: E-learning is powerful. Lucy: And it’s transforming lives every day. If you import a caption file that has voice tags, the tags will be converted to the speakers’ names followed by colons, as shown above. Using Keyboard Shortcuts Work faster in the closed captions editor with these keyboard shortcuts. Key(s) Function Enter Play and pause media Shift+Enter Add a line break when typing text into a caption placeholder Tab Jump to the beginning of the next caption placeholder Shift+Tab Jump to the beginning of the previous caption placeholder Esc Exit edit mode for the current caption placeholder and switch to a blue selected state Ctrl+A Select all the text in a caption placeholder Ctrl+B Bold Ctrl+C Copy Ctrl+I Italicize Ctrl+U Underline Ctrl+V Paste Ctrl+X Cut Ctrl+Y Redo Ctrl+Z Undo Left Arrow If the playhead is at the beginning or end of a caption placeholder and the placeholder is in a selected state, the left arrow key moves the placeholder .25 seconds to the left on the timeline (or less than that if it bumps up against the previous caption placeholder). Otherwise, the left arrow key moves only the playhead .25 seconds to the left on the timeline. Right Arrow If the playhead is at the beginning or end of a caption placeholder and the placeholder is in a selected state, the right arrow key moves the placeholder .25 seconds to the right on the timeline (or less than that if it bumps up against the next caption placeholder). Otherwise, the right arrow key moves only the playhead .25 seconds to the left on the timeline. Shift+Left Arrow If the playhead is at the beginning or end of a caption placeholder and the placeholder is in a selected state, this shortcut moves the placeholder .5 seconds to the left on the timeline (or less than that if it bumps up against the previous caption placeholder). Otherwise, this shortcut moves only the playhead .5 seconds to the left on the timeline. Shift+Right Arrow If the playhead is at the beginning or end of a caption placeholder and the placeholder is in a selected state, this shortcut moves the placeholder .5 seconds to the right on the timeline (or less than that if it bumps up against the next caption placeholder). Otherwise, this shortcut moves only the playhead .5 seconds to the right on the timeline. Alt+Left Arrow When a caption placeholder is selected, shorten its duration by .25 seconds. Alt+Right Arrow When a caption placeholder is selected, lengthen its duration by .25 seconds (or less than that if it bumps up against the next caption placeholder). Shift+Alt+Left Arrow When a caption placeholder is selected, shorten its duration by .5 seconds. Shift+Alt+Right Arrow When a caption placeholder is selected, lengthen its duration by .5 seconds (or less than that if it bumps up against the next caption placeholder). Ctrl+Left Arrow This shortcut moves the playhead to the beginning of the current caption placeholder or the end of the previous placeholder, whichever is closest. This shortcut doesn’t work when a caption placeholder is in edit mode. Ctrl+Right Arrow This shortcut moves the playhead to the end of the current caption placeholder or the beginning of the next placeholder, whichever is closest. This shortcut doesn’t work when a caption placeholder is in edit mode. Ctrl+Mouse Wheel Zoom the timeline in and out Adjusting the Timing and Duration of Caption Placeholders To adjust the timing of a caption, simply drag the placeholder left or right along the timeline. To change the duration of a caption, drag either end of the placeholder along the timeline to shorten or lengthen it. You can also use several arrow keyboard shortcuts in the table above to tweak the timing and duration of caption placeholders. Inserting New Caption Placeholders Although the closed captions editor does its best to create caption placeholders for you that are already synced with your content, there may be times when you need to manually add a caption placeholder to the timeline. Click any space on the timeline that isn’t already occupied by a caption placeholder. The blue playhead will move to that position on the timeline. Then click Insert Caption on the ribbon. New captions are four seconds long by default—unless there isn’t enough space to fit a four-second placeholder, in which case it'll fill the available space. You need at least half a second of empty space on the timeline to insert a new caption placeholder. If there isn’t enough space, the Insert Caption button will be grayed out. Deleting Captions There are three ways to delete a specific caption: Select the caption placeholder and press Delete on your keyboard. Select the placeholder and click Delete Caption on the ribbon. Right-click the placeholder and choose Delete from the context menu. To delete all captions at once, click Delete Captions on the ribbon, then click Yes on the confirmation message. Splitting Captions You can split a caption into two placeholders when you need more control over timing and duration. Just select the placeholder and click Split Caption on the ribbon. Or, right-click the placeholder and choose Split Caption from the context menu. The original placeholder will split evenly in half. And if it has text, the text will split where the cursor is located—everything before the cursor will move to the first placeholder; everything after the cursor will move to the second placeholder. Exception: If the playhead is at the beginning of the caption and the placeholder is in a blue selected state, all the text will move to the first placeholder after being split. Importing Captions If you already have captions typed in a document, you can import them via the closed captions editor. Note that this replaces all the existing captions for your video or audio track. Click Import Captions on the ribbon. Click Yes when asked to confirm that you want to replace the existing captions. Browse to the SRT, SBV, SUB, or VTT file you want to import and click Open. You can also import caption files without opening the closed captions editor. See this user guide for details. Exporting Captions Export closed captions when you need to use them in another project, edit them with a different app, or save a backup copy. Click Export Captions on the ribbon, choose a location where you want to save the caption file, then click Save. When you export captions from the closed captions editor, it generates a VTT file. Translating Captions Export the captions file for each video or audio track in your course, translate it, then import it back into Storyline. Here’s how: If the closed captions editor is open, click Export Captions on the ribbon and save the file to your computer. You can also export captions without opening the closed captions editor. Just select the video or audio track, go to the Options tab on the Storyline ribbon, and click Export. Open the captions file in a text editor or a translation program, replace the captions with translated text, and save the file with your changes. In Storyline, select the video or audio track again, go to the Options tab on the ribbon, and click Import to bring the translated captions back into your course. Closed captions aren’t included when you export text strings from your course for translation. Closing the Editor and Saving or Discarding Your Changes To save your changes, click Save & Close on the ribbon. To discard your changes, click the X in the upper right corner or go to the File tab on the ribbon and click Exit. Showing or Hiding the Closed Captioning Button on the Player The closed captioning button on the course player is enabled by default, but you can disable it if you plan to build your own custom controls. Click here for details. Using Triggers to Turn Closed Captions On and Off If the closed captioning button is enabled on your course player (see above), learners can toggle captions on and off whenever they want. However, you can also control captions via triggers. Click here for details.Storyline 360: Importing Closed Captions for Narration and Videos
Make your Storyline 360 courses more accessible for learners who are deaf or hard of hearing by importing closed captions and subtitles for narration and videos. Just insert standard SRT, VTT, SBV, or SUB files. Don’t have caption files to import? No problem. Create closed captions and subtitles from scratch with the built-in editor. Preparing Your Caption Files Importing Captions Deleting Captions Exporting Captions Customizing Your Closed Captions Showing or Hiding the Closed Captioning Button on the Player Using Triggers to Turn Closed Captions On and Off Preparing Your Caption Files Storyline 360 supports SRT, VTT, SBV, and SUB files generated by third-party captioning services such as YouTube, Amara, and 3PlayMedia. Here are some tips to ensure your caption files are properly formatted for Storyline 360: Storyline 360 supports bold, italic, and underline formatting in caption files as well as voice tags to indicate which person is speaking. All other formatting tags, such as font and font color, will be ignored. (Use the closed caption settings in the player properties to format your captions.) A caption will automatically wrap if it’s too long to fit on a single line. However, if you need a caption to break at a specific point, add one line break in your caption file in the appropriate place. On the other hand, if you need to split a caption into two separate caption boxes that display simultaneously, add two line breaks in your caption file. You might do this when two people are speaking and you want each speaker’s dialogue to display in its own caption box. If some letters or characters in your captions are unexpectedly replaced by symbols in Storyline 360, make sure your caption files are encoded for UTF-8. Importing Captions Closed captions are supported for audio tracks and videos. You can import captions simultaneously with your media, or you can import captions separately. We describe both options in the table below. Import Captions Simultaneously with Media If your caption files have the same names as your media files and are stored in the same folder with the media, they’ll automatically import into Storyline 360 when you import your media. For example, if I have a video called MyVideo.mp4 and the corresponding caption file is named MyVideo.srt and is located in the same folder, I only need to import the video into my Storyline 360 project, and the captions will automatically import and sync with the video. To learn how to import audio and video files into Storyline 360, see these user guides: Importing Audio Files Importing Video Files Import Captions After Adding Media To import captions after adding media to your Storyline 360 project: Select the audio track or video that you want to caption. Go to the Options tab on the ribbon and click Import. Browse to the caption file you want to import, then click Open. Another way to import captions is to right-click the video placeholder or the speaker icon that represents your audio track, choose Accessibility, then click the Import icon. (View this user guide to learn more about the Size and Position window.) Note about captions in markers: When you right-click an interactive marker and choose Accessibility, you’ll see closed caption features for audio and video since a marker can have both types of media at the same time. Pro Tips: You can import closed captions from the ribbon or the Size and Position window, as described above. Even better, you can use the media library to import and manage closed captions for all audio clips and videos in your project. You can add captions to all audio clips and videos, except website videos. Storyline 360 automatically generates synchronized video transcripts from closed captions. Media content with closed captions displays a CC label in their media icons on the timeline and slide stage for quick identification. Deleting Captions To delete captions you previously added: Select the audio track or video that has captions you want to remove. Go to the Options tab on the ribbon and click Delete. (It will be grayed-out if there aren’t any captions to delete.) Exporting Captions Need to export captions from Storyline 360 so you can edit them or use them in another project? Here’s how: Select the audio track or video that has captions you want to export. Go to the Options tab on the ribbon and click Export. (It'll be grayed-out if there aren’t any captions to export.) Choose a location where you want to save your caption file, then click Save. Exported captions always generate a VTT file. Customizing Your Closed Captions Choose the foreground and background colors, font, size, and position of your captions. In the player properties window, click Colors & Effects on the ribbon, then use the Closed Captions formatting options. Then, click OK to save and close the player settings. If you’re using the classic player, you can choose the captions font. You can also set the font size for all player elements and captions as a single unit by adjusting the Player font size percentage. Showing or Hiding the Closed Captioning Button on the Player The closed captioning button on the course player is enabled by default, but you can disable it if you plan to build your own custom controls or use accessible video controls. Go to the Home tab on the ribbon and click Player. When the player properties open, mark the Captions box to show the closed captioning button or uncheck it to hide the closed captioning button. Click OK to save and close the player settings. Tips for interacting with the closed captioning button: The closed captioning button may not always be visible throughout your course. It’s only visible when captions are available on the current slide or layer. It’ll disappear for slides and layers that don’t have captions. This gives learners a visual clue when captions are available. When a learner clicks the closed captioning button to turn on captions, the button will remain turned on throughout the course until the learner clicks it again to turn it off. Using Triggers to Turn Captions On and Off If the closed captioning button is enabled on your course player (see above), learners can toggle captions on and off whenever they want. However, you can also control captions via triggers. Just adjust the built-in Player.DisplayCaptions variable to either True (on) or False (off). Here are a couple scenarios where you might control captions via triggers and how to set them up. Turn Captions On by Default Captions are turned off by default, but if most of your learners need captions, you might want to turn them on automatically when the course starts. Just add a trigger to the first slide in your course with these trigger wizard parameters: Action: Adjust variable Operator: = Set Variable: Player.DisplayCaptions Value: Value = True When: Timeline starts Object: Select the first slide in your course from the drop-down list. Build Your Own Custom Navigation Buttons If you disable the built-in player features and build your own custom navigation buttons, you can use triggers to show and hide captions. Just add a trigger to a button with these trigger wizard parameters to create a toggle: Action: Adjust Variable Operator: Toggle Variable: Player.DisplayCaptions When: User clicks Object: Select your custom button from the drop-down list.Rise 360: Add Text and Media
In Rise 360, blocks are form-based templates, so adding content is as easy as plugging text and media into placeholders. Depending on the blocks you selected, you simply fill out forms with text, images, narration, videos, and embedded web content. Here are tips for working with each type of content. Author Avatars Text Images Audio Videos Web Content Author Avatars You can edit the title and show or hide the author. Under the title, you can hide the author of the content you're editing by clicking the author avatar and selecting Hide Author. If there are multiple authors, you can select which author attribution to display. To hide all author avatars for all a deliverable, select the appropriate option in the Theme > Lesson Headers menu. Text Type your text in the web interface or copy text from external sources and paste it into Rise 360. In most blocks, you can add and edit text in the body of the main window. In some cases, you can use the sidebar—for example, add marker text in the sidebar for labeled graphic blocks. Format text by selecting it and choosing formatting options on the floating toolbar that appears. Or, use the keyboard shortcuts below. Key(s) Function Ctrl+A Select all Ctrl+B Bold Ctrl+I Italicize Ctrl+K Hyperlink Ctrl+S Strikethrough Ctrl+U Underline Ctrl+Z Undo Ctrl+Shift+Z Redo Ctrl+[ Decrease indent Ctrl+] Increase indent When you paste text, Rise 360 retains the source formatting. To paste your text without formatting, use the keyboard shortcut Ctrl+Shift+V. You can also restore the default Rise 360 formatting to pasted text by selecting it and clicking the Reset icon. Pro Tip: The default text size for non-heading content is 17pt. Quickly Insert Tables, Lists, and Math Equations Available in the sidebar and main window of most blocks that support text, quick insert lets you add tables, lists, and math equations to blocks with a single click. On a blank line, click Quick Insert (+). Select Insert Table, Unordered List, Ordered List, or Math Equations from the row of icons. Images Depending on the block type you’re using, click the camera icon or the Add Images button. Sometimes it’s in the main window; sometimes it’s in the sidebar. Upload images from your computer or search photos and illustrations from 14+ million assets in Content Library 360. Rise 360 compresses your uploaded images with virtually no loss of quality. Use high-quality images in your courses and let Rise 360 optimize them for web distribution. After adding an image, click Edit to remove it, replace it, or add alternate text for screen readers. Create Images from Scratch with AI Assistant Turn your ideas into high-quality images! With AI Assistant, you can create images from scratch in no time! Learn how to use AI Assistant to level up your course authoring game. Audio In labeled graphic, process, and timeline blocks, click the Record Audio microphone icon, then click either Start Recording or Upload a file. You can also add a multimedia audio block on its own. Click Edit to open the sidebar. Choose either Upload or Start Recording. The maximum file size for each audio file you upload to Rise 360 is 5 GB. After adding audio, click Edit to remove or replace it. Mac Users: Safari must be updated to the latest version for audio recording support. Alternately, use Google Chrome or Firefox when you need to record narration in Rise 360. Videos In blocks that support videos, click the camera icon and choose Upload media. Sometimes the camera icon is in the main window; sometimes it’s in the sidebar. We recommend using high-quality videos with a 16:9 aspect ratio for the best results. Rise 360 compresses videos so they have smaller file sizes for web distribution while maintaining high quality. The maximum file size for each video you upload to Rise 360 is 5 GB. After adding a video, click Edit to remove or replace it. Tip: You can also import screencasts you create with Replay 360 and Peek 360. Web Content In blocks that support embedded media, click the camera icon and choose Embed from web. Sometimes the camera icon is in the main window; sometimes it’s in the sidebar. Just paste the URL or embed code for the web content you want to use—for example, a YouTube video or an interactive graphic. You can even use parameters for embedded YouTube and Vimeo videos. Note: Videos in embedded web content don't pause when the learner switches to another tab or scrolls away from the content. To enable auto-pause, you must upload the video as a file, as detailed in the previous section. We use Embedly to embed rich media in Rise 360 courses, which means you can use videos, images, documents, and other media from over 400 content providers, such as YouTube, Vimeo, Instagram, and Scribd. See the complete list of supported content providers here. If there’s an error or your web content doesn’t display, see these articles for tips: Embedded Content Is Missing or Blank How to Fix Invalid Embed CodeArticulate 360: Installing, Updating, and Managing the Articulate 360 Desktop App
The Articulate 360 desktop app gives you quick access to all the authoring tools and resources in your subscription. It’s where you: Install, update, and open desktop-authoring apps, such as Storyline 360 and Studio 360. Get notifications when new software updates are available. Open web apps, such as Rise 360 and Review 360. Manage your profile, account, and preferences. Run diagnostics. The Articulate 360 desktop app is always just a click away. It runs quietly in your computer’s system tray (by the clock). Click the Articulate 360 icon when you need it. In this user guide, you'll learn how to: Install the Articulate 360 Desktop App Update the Articulate 360 Desktop App Snooze Notifications Manually Check for Updates Launch Third-Party Software Report Set Your Preferences Install the Articulate 360 Desktop App Before you get started… Articulate 360 requires a Windows PC running Windows 10 or Windows 11. Click here for system requirements. If you're using a Mac, here's what you need to know about installing Articulate apps in a Windows virtual environment. You may also need to add these websites to your allowlist to access all Articulate 360 resources. Go to https://id.articulate.com/redirect/360 and sign in with your Articulate ID. (Your Articulate ID is the email address and password you used when you signed up for a free trial or bought a subscription. It’s also the email address and password you use to sign in to the E-Learning Heroes community. If you don’t remember your password, you can reset it.) If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into. Alternatively, you can sign in directly to the region you want to manage: U.S.: https://account.articulate.com/ EU: https://account.eu.articulate.com/ Note: To switch between regions, sign out of the current region, sign back in, and select the appropriate region. After signing in, click Download Desktop Apps on the right sidebar. Click Start Download and save the installation file on your computer. (If you see a Microsoft Defender SmartScreen warning, click More info and then click Run anyway.) Right-click the installation file and choose Run as administrator. Select your preferred interface language when the installer launches by clicking the English (United States) drop-down list on the upper-right corner. If you want to change the directory where you install the apps, click the folder icon beside the language drop-down list. Learn how to customize your install folder. Click Install Now. When the installation is complete, click Finish. The Articulate 360 desktop app will automatically open. If you're prompted to sign in, use your Articulate ID email address and password again. (Articulate 360 uses your default browser to sign in.) That's it! When you click the X in the upper right corner of the desktop app, it'll shrink to your computer's system tray (by the clock) and continue to run quietly in the background. When you need it again, just click the Articulate 360 icon in your system tray or double-click the shortcut on your desktop. Now that you’ve installed your desktop app, check out these user guides to learn more about using it: Articulate 360: Using the Desktop-Authoring Apps Articulate 360: Using the Web Apps Articulate 360: Managing Your Profile and Account Articulate 360: Running Diagnostics Update the Articulate 360 Desktop App One of the benefits of an Articulate 360 subscription is that you get continuous updates when new features are available. Articulate 360 can install updates automatically as they become available. If you choose to disable automatic updates and enable notifications in your preferences, you’ll get an instant Windows notification when an update is available. And you’ll always know when an update is available as soon as you open the Articulate 360 desktop app, as shown here. To install an update for the Articulate 360 desktop app, simply click the blue Update button in the top right corner. The update will automatically download and install without any additional prompts. It couldn’t be easier! After updating the Articulate 360 desktop app, you can then update your authoring apps, such as Storyline 360. Learn more. Snooze Notifications If you choose to disable automatic updates and you’re not ready to install the new version, you can snooze the notification for a day, a week, or until the next update is available. Click the bell icon on the blue status bar and choose one of the options. Snoozing a notification temporarily hides the blue status bar. If you’d also like to turn off Windows notifications for Articulate 360 updates, see below for details. Manually Check for Updates You can manually check for updates at any time, even if you’ve temporarily snoozed notifications. Click the drop-down arrow in the upper right corner of the Articulate 360 desktop app and choose Check for Updates. Launch Third-Party Software Report We appreciate the open-source community's contributions to Articulate 360. To view a list of attribution notices for third-party software in Articulate 360, click the drop-down arrow in the upper-right corner of the Articulate 360 desktop app and choose 3rd Party Software. Set Your Preferences There are two ways to access your preferences. Open the Articulate 360 desktop app, then click the drop-down arrow in the upper right corner and choose Preferences. Or, right-click the Articulate 360 icon in your computer's system tray (by the clock) and choose Preferences. At the top, you’ll find the version number of your Articulate 360 desktop app. This information is helpful when you’re working with Articulate Support on an issue. Learn more about each setting below. Notifications Notifications are enabled by default. You’ll get Windows notifications, like the one shown below, for Articulate 360 events, such as when new updates are available. To hide these notifications, uncheck the Show notifications box. Updates Automatic updates are enabled by default, saving you time and ensuring you always have the latest enhancements. To stop automatic updates, uncheck the Install updates automatically for the Articulate 360 desktop app box. (If you don't see this option, it either means your Articulate 360 desktop app is out of date, or your organization has disabled automatic updates.) Privacy You can help improve Articulate 360 desktop products by sending usage data to our servers. We analyze feature metrics and error reports from Articulate 360 desktop products as well as device and browser data when learners view published output. To opt out of these analytics, uncheck the Privacy box. Learn more. Language The language setting controls the interface language for the Articulate 360 desktop app, Storyline 360, Studio 360, Replay 360, and Peek 360. You can display your Articulate 360 desktop apps in English, French, German, or Spanish. Choose your preferred language from the drop-down list, click Save, then restart all your Articulate apps, including the Articulate 360 desktop app itself. Tip: To restart the Articulate 360 desktop app, right-click the Articulate 360 icon in your system tray by the clock and choose Quit. Then launch it again from your desktop shortcut or your Start menu. Proxy If your organization is behind a proxy server that requires you to enter security credentials to access Articulate 360 services, switch your Proxy setting to Manual, then enter your username and password in the fields that appear. Legacy Access 64-bit Storyline 360 is the default Storyline version in the desktop app. To restore access to 32-bit Storyline 360, check the Restore 32-bit Storyline 360 box. (After you click Save, an optional "Product Feedback" dialog for 32-bit Storyline 360 appears before restoring legacy access.) Click Save when you've finished updating your preferences.Articulate 360 Teams: Managing Users, Groups, and Admins
You’re going to love how easy it is to manage your team! Just add users and organize them into groups, such as departments or locations. Then assign admins to manage each group or the whole team. Here’s how. Accessing Your Account Management Console Understanding User Roles Searching for Users and Groups Sorting Users and Admins Managing Users Managing Groups Managing Admins Accessing Your Account Management Console Manage your team right in your web browser. Go to https://id.articulate.com/redirect/account and sign in with your Articulate ID email address and password. If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into. Click Manage Team on the left side of the screen. (The account owner and admins see the Manage Team tab; only the account owner sees the Billing tab.) Account admins can manage user seats and other admins, as shown in the image above. Group admins can only manage the groups of user seats they’re responsible for; they can’t manage other admins. See the following section to learn more about users, group admins, account admins, and the account owner. Understanding User Roles There are four types of users in an Articulate 360 Teams account. Account Owner The account owner is the person who bought the subscription and is responsible for billing management. The account owner is the only one who can buy more user seats. If your team has activated Reach 360, the account owner is also the owner there. The account owner is an account admin as well, so they can manage all users, groups, and admins for the whole team. That includes the ability to activate or deactivate Reach 360 and upgrade to Articulate 360 AI. You can be an account owner for multiple teams, but you can only be a user on one team. Account Admin Account admins manage all users, groups, and admins for the whole team. Account admins can't make purchasing decisions, but they can ask the account owner to buy more user seats as your team grows. They can also activate or deactivate Reach 360. Account admins don't consume user seats (by default), so you can have as many as you'd like. However, if they need to manage the team and create e-learning courses, assign them to user seats so they can use the Articulate 360 apps. If your team has activated Reach 360, account admins can also manage Reach 360 admins, managers, and reporters. You can be an admin for multiple teams, but you can only be a user on one team. Group Admin Group admins manage users in the groups they’re responsible for. They can’t see or manage other groups or admins in the account management console. Group admins can't make purchasing decisions, but they can ask the account owner to buy more user seats as your team grows. Group admins don't consume user seats (by default), so you can have as many as you'd like. However, if they need to manage the team and create e-learning courses, assign them to user seats so they can use the Articulate 360 apps. You can be an admin for multiple teams, but you can only be a user on one team. User Users are seatholders. They can use Articulate 360 apps, such as Storyline 360 and Rise 360. Users create e-learning courses and collaborate on projects, and they can submit content for publishing to Reach 360 if it has been activated. You can only be a user on one team. Looking for Reach 360 users? Here's how to manage Reach 360 admins, managers, reporters, and learners. Learn more about roles and permissions in Articulate 360 Teams and Reach 360. Searching for Users and Groups Easily find users and groups by typing a name or email address in the search field at the top of the Seats tab. Search results appear dynamically as you type. Click a search result to manage that user or group. Search Tips: You can search for a user’s first or last name, their email address, or a group name. A maximum of five team members and five groups appear in the search results. Group admins see only the users and groups that are assigned to them. To clear your search results or return to your entire user/group list, simply delete your search term. Sorting Users and Admins Another way to find team members is to change the sort order of the team management console. On the Seats tab, click the column headers to sort users by name or status. On the Admins tab, you can sort by name, status, or group. The default sort order is by status from the oldest to the newest team member. Managing Users Users are the team members who use the Articulate 360 apps to create e-learning courses. Here’s how to add and remove users. Add Users First, sign in to https://id.articulate.com/redirect/account and click Manage Team on the left side of the screen. If you’re an account admin, make sure the Seats tab is selected below your team name. If you’re a group admin, you’ll see the groups you’re responsible for. Account Admin Group Admin Next, click an open seat, enter the new user’s email address, and click Invite. The user’s status will be an envelope icon until they accept your invitation, at which time the status becomes a green circle with a checkmark. If the new user doesn’t accept your invitation right away and you want to remind them to join your team, you can resend the invitation. Hover over the user and click Resend. If a seat invitation email bounces back, the user’s status becomes a yellow triangle with an exclamation point. Hover over the user and click Resend. If the seat invitation email bounces back after three attempts, the user’s status becomes a red circle with an X. Hover over the user and click the X, then verify the email and send a new invitation. New users receive an email invitation with instructions to create an account. You’ll want to show them how to install the Articulate 360 apps and manage their profile. Here’s some helpful information you can share with them: Watch this video overview of all the Articulate 360 apps and resources. Install the Articulate 360 desktop app. Install the desktop-authoring apps, such as Storyline 360 and Studio 360. Learn how to use the web apps, such as Rise and Articulate Review. Manage your profile and account. Get answers to common questions in these Articulate 360 FAQs. Invitations Expire After 90 Days Invitations for users and admins to join your Articulate 360 team auto-expire after 90 days if they aren't accepted, making team management easier and freeing up seats for other users. Learn more. Bulk Import Users The account owner and account admins can import multiple users all at once rather than adding them one by one. List the users’ email addresses in a CSV file, then upload it to your account by clicking Upload a CSV on the seat management screen. See this article for details. Download Seatholder Info The account owner, account admins, and group admins can export a CSV file with seat info about your team members. This makes it easy to review who has access to Articulate 360, see when they last signed in, and email everyone all at once. Simply click Download a CSV, as shown below. Learn more. Remove Users and Manage Their Content To remove a user from your team, hover over the user you want to remove and click the X that appears. Complete the process by selecting a team member as the new owner of the user's shared content and choosing whether or not to include personal content. Learn more about managing content when users leave your team. If the user is also an admin, keep or remove their admin access when prompted. Managing Groups Organize your users in groups, such as departments or locations, so you can delegate management tasks to group admins. In the following sections, you’ll learn how to create, edit, and delete groups. Who has access to manage groups? The account owner and account admins can: Create new groups Rename groups Add more seats to groups Add users to groups Move seats between groups Remove users from the team Remove seats from groups Delete groups Group admins can: Add users to groups Move seats between groups Remove users from the team Create New Groups The account owner and account admins can create groups. Sign in to https://id.articulate.com/redirect/account and click Manage Team on the left side of the screen. Make sure the Seats tab is selected below your team name. Click the New Group button on the right side of the screen. Enter a name for the new group. You’ll see how many empty seats are available. Choose how many of those seats you want to assign to the new group. (Empty seats come from the “No Group” section at the top of the seat management screen.) Tip: If you’d like, you can create a group with zero seats, and then move users or empty seats from existing groups to the new group. Click Save. You can create as many groups as you want as long as each group has a unique name. Rename Groups The account owner and account admins can rename groups. Hover over the group you want to edit and click the pencil icon that appears. Enter the new name and click Save. Add More Seats to Groups The account owner and account admins can add more seats to groups. Hover over the group you want to edit and click the option to Add seats. You’ll see how many empty seats are available. Choose how many of those seats you want to assign to the group, then click Save. (Tip: Empty seats come from the “No Group” section at the top of the seat management screen. However, you can also move empty seats between groups.) Add Users to Groups The account owner, account admins, and group admins can add users to groups. Click an open seat, enter the new user’s email address, and click Invite. Learn more about inviting users to your team. Move Seats Between Groups The account owner and account admins can move seats to any group. Group admins can move seats between groups they’re responsible for managing. Hover over the user or empty seat that you want to move, click Move to group, and select a group from the list that appears. Remove Users from the Team The account owner, account admins, and group admins can remove users from the team. Hover over the user, click the X that appears, and then click Remove. Learn more about what happens when you remove a user from the team. Remove Seats from Groups The account owner and account admins can remove seats from groups and return them to the “No Group” section at the top of the seat management screen. Hover over the user or empty seat that you want to move, click Move to group, and select No Group from the list that appears. Tip: Group admins can’t remove seats from groups, but they can move seats between the groups they’re responsible for managing. They can also remove users from the team. Delete Groups The account owner and account admins can delete groups. Hover over the group you want to remove and click the garbage bin icon that appears. Click Delete on the confirmation screen. All users and empty seats that were in the group get moved to “No Group” at the top of the seat management screen. Managing Admins There are two types of Articulate 360 admins: Account admins manage all users, groups, and admins for the whole team. Group admins manage users in the groups they’re responsible for. They can’t see or manage other groups or admins. And because admins don’t consume user seats (by default), you can have as many admins as you’d like. The following sections explain how to add, edit, and remove admins. Who has access to manage admins? The account owner and account admins can add, edit, and remove admins. Add Admins Sign in to https://id.articulate.com/redirect/account and click Manage Team on the left side of the screen. Click the Admins tab below the team name. Click the last row, enter the new admin’s email address, and click Invite. The new admin’s status will be an envelope icon until they accept your invitation, at which time the status becomes a green circle with a check mark. If the admin doesn’t accept your invitation right away and you want to remind them to join your team, you can resend the invitation. Hover over the admin and click Resend. If an admin invitation email bounces back, the admin’s status becomes a yellow triangle with an exclamation point. Hover over the admin and click Resend. If an admin invitation email bounces back after three attempts, the admin’s status becomes a red circle with an X. Hover over the admin and click the X, then verify the email and send a new invitation. New admins will receive an email invitation with instructions to create an account. You’ll want to show them how to manage your team by sharing this article with them. Invitations Expire After 90 Days Invitations for users and admins to join your Articulate 360 team auto-expire after 90 days if they aren't accepted, making team management easier and freeing up seats for other users. Learn more. We recommend adding more admins than you think you might need, even if they don't regularly use Articulate 360. They can be backup admins in situations when no one else is available. Admins can’t use the Articulate 360 apps to create e-learning courses unless you also assign them to a user seat. By default, all admins are account admins, meaning they can manage all users, groups, and admins for the whole team. You can change an account admin to a group admin (and vice versa). See below. Edit Admin Permissions All admins start as account admins, meaning they can manage your whole team. However, you can change account admins to group admins, so they only have access to the groups they’re responsible for. And vice versa, you can promote group admins to account admins. Here’s how. In your account management console, hover over the admin you want to edit and click the pencil icon that appears. Choose either Account Admin or Group Admin. If you selected account admin, click Save to complete the change. If you selected group admin, continue to the next section to learn about assigning groups to the admin you’re editing. Assign Groups to Admins When you edit admins (see above) and make them group admins, you can assign one or more groups of user seats for them to manage. Just enter group names in the field provided. Or remove groups by clicking the X beside each one. Click Save when you’re finished. You can see which groups are assigned to each admin in your list of admins. Remove Admins To remove an admin from your team, hover over the admin, click the X that appears, and click Remove. If admins are also assigned to user seats, removing their admin access doesn’t remove their user seats, so they can still use the Articulate 360 apps to create e-learning courses. To completely remove them from your team, be sure to remove them from their user seats too.Articulate 360 Teams: Naming, Renaming, and Switching Teams
After you buy an Articulate 360 Teams subscription, the first thing you’ll be prompted is to confirm your team's name. Don’t worry—you can change your team name at any time. And, if you’re an account owner or admin for more than one team, you can also switch between teams right from your account management console. Here’s how. Confirm Your Team Name Change Your Team Name Switching Between Teams Confirm Your Team Name After buying a subscription, you’ll be prompted to open the account management console and confirm your team name. Choose a short version of your company name. If your organization has more than one Articulate 360 Teams subscription, include a label to differentiate them—for example, "Glivy - Marketing" or "ACME - Sales." Once you’ve entered the name, click Save. It’s that easy! If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into. Change Your Team Name If you need to change the name later, the account owner and account admins can change the team name. Sign in to your account management console and click Manage Team on the left side of the screen. If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into, as shown in the image above. Click your team name and select Edit team name from the menu that appears. Note: The subscription number (ex. ART-1562005) may have either an ART- or SUB- prefix. Enter a new name for your team and click Save. Switching Between Teams Since account owners, account admins, and group admins can be members of more than one team, we made it easy to switch between teams. Sign in to your account management console and click Manage Team on the left side of the screen. Click your team name and select Switch Team from the menu that appears. (You’ll only see this option if you’re a member of multiple teams.) Choose a team from the list that appears. Note: If you have subscriptions in both the U.S. and EU data centers, you must sign out of the current region, sign back in, and select the appropriate region to switch between subscriptions.Articulate 360 Teams: Starting a Free Trial and Buying a Subscription
An Articulate 360 Teams subscription gives your team access to all Articulate 360 apps, including Storyline 360 and Rise 360. You also get exclusive collaboration features, simple team management, consolidated billing, priority support, and a starter plan for Reach 360—our frictionless LMs. Read on to find out how to try Articulate 360 for free for 30 days—including AI Assistant—and how to convert your trial to a subscription. Signing Up for a 30-Day Free Trial Buying a Subscription Signing Up for a 30-Day Free Trial Signing up for a free trial is easy. Click here and enter your email address. If you already have an account with us (an Articulate ID), you’ll be prompted to enter your password and activate your free trial. That’s all there is to it! If you don’t have an account, create a password, enter your information (name, country, etc.), choose your data center region, and then activate your free trial. After activating your trial, explore all that Articulate 360 has to offer—including free access to AI Assistant, an integrated suite of AI-powered tools designed to accelerate course creation and boost productivity. (Don’t worry if you’re not allowed to use AI yet. Here’s how to disable AI Assistant during your trial.) You can invite up to 10 additional users to join your team during the trial period. It’s a great way to check out the exclusive collaboration features you get with Articulate 360 Teams, including shared team slides in Storyline 360, shared block templates, and collaborative authoring in Rise 360. You can also experience how quickly you can distribute your training to internal and external learners with Reach 360. See these FAQs for answers to common questions about free trials, and let us know if you need help! Note: If you're tasked with purchasing in your organization but won't be using the tools, ask the person at the organization who will be the primary Articulate 360 user to sign up for the trial. That will enable the primary author to get the first seat. They can then add you as an admin so you can convert the trial to a paid subscription. Learn how this works here. Buying a Subscription Any member of your trial team can convert the trial to a subscription. When you’re ready, go to our pricing page, click Buy Now, and enter the email address and password you used to sign up for your free trial. Follow the prompts to complete your purchase. If you don’t have an account or didn’t start a trial, you’ll be prompted to create a password, enter your information (name, country, etc.), and choose a data center region to complete your purchase. We offer education and upgrade discounts. See this article for details. As an Articulate 360 Teams subscriber, you can pay via credit card or purchase order. Articulate 360 Teams is ideal when you need to purchase on behalf of someone else. For example, your company’s purchasing department might pay for a subscription and then designate you as an admin for the account. Have questions about buying a subscription? Check out these purchasing FAQs for answers. And contact us if you’d like to chat. We’re happy to help!Rise 360: Work on Content with Other Team Members
Articulate 360 Teams in the same regional data center can easily collaborate on Rise 360 content. Create and edit different lessons in a course at the same time or take turns fine-tuning the same content. Collaborative authoring is exclusively available to Articulate 360 Teams. Not a teams subscriber? Contact an Articulate 360 sales representative to learn more. You can share and manage items individually, which we'll talk about in this article, or via team folders. If you're collaborating on multiple items, the Team section provides options for a more efficient process. Tip: You can also send a copy of Rise 360 content to another Articulate 360 user in the same regional data center. However, each of you will have an independent copy, which is useful when you’re working with an individual Articulate 360 subscriber. It’s not real-time collaboration as described in this user guide. Add Collaborators to Content Change a Collaborator’s Role Collaborate on Content with Other Authors Remove Collaborators from Content Remove Yourself from a Content Transfer Content to a Different Owner Add Collaborators to Content You can add as many collaborators as you want to Rise 360 content as long as they have an Articulate 360 Teams subscription. Collaborators don't have to be on the same team; they just need to have an Articulate 360 Teams subscription. Go to your Rise 360 dashboard and open the content on which you want to collaborate. Click Settings in the upper right corner of the editor and select the Collaborators tab. (You can also click Share and choose View collaborators to get to the same screen.) Enter an email address for each team member who should have access to the course and click Invite. Click Close. Each team member you invite receives an email notification, and the course automatically appears on the collaborator's Rise 360 dashboard in the Team section. Collaborators also see the owner's avatar on the course tile. Change a Collaborator’s Role Collaborators can have one of three roles: The Owner can do everything. A Manager can do everything except edit labels, transfer ownership, set a Share password, or delete the course. An Editor can't access any of the menu options. They can only edit the course. By default, collaborators are assigned the editor role. You can update their role at any time. Go to your Rise 360 dashboard and open the content on which you’re collaborating. Click Settings in the upper right corner of the editor and select the Collaborators tab. (You can also click Share and choose View collaborators to get to the same screen.) Modify a collaborator’s role from the drop-down menu in their list entry. Click Close. Managers can remove themselves as collaborators. Note: Adding a manager or editor doesn't transfer ownership. Only the owner can transfer content. Collaborate on Content with Other Authors Everyone on your team who has access to Rise 360 content can work on it simultaneously. Changes appear immediately. Here’s how each feature works with collaborators. Edit the Title, Description, and Author Only one author at a time can edit the content title and description. When someone else is editing either field, it’ll turn gray and you’ll see the author’s profile picture or initials beside it. Anyone can change the author that displays in the published content. Just click the Author drop-down list and choose one of the collaborators or hide the author altogether. Add New Section Headers and Lessons All collaborators can add new section headers and lessons to course outlines. Edit Section Headers Only one author at a time can edit an existing section header. When someone else is editing it, it’ll turn gray and you’ll see the author’s profile picture or initials beside it. Edit Lessons You can edit any existing lesson in the course unless someone else is currently working on it, in which case you’ll see his or her profile picture or initials and when the last edit occurred beside the lesson in the course outline. If you click the Edit Content button for a lesson that another author is currently editing, you’ll have the option to take control of the lesson. We recommend contacting the other author, as a courtesy, before taking control of a lesson, since taking control will lock him or her out of the lesson. Edit Question Bank Quizzes and Knowledge Checks All collaborators can edit quizzes and knowledge checks created with question banks as long as the source question bank has been shared with them. Quizzes and knowledge checks created manually can be edited as normal. Delete Section Headers and Lessons All collaborators can delete section headers and lessons unless they’re currently being edited by other authors. Rearrange Section Headers and Lessons All collaborators can rearrange section headers and lessons in the course outline—even when they’re being edited by other authors. Preview the Content All collaborators can preview the content. Share, Review, and Export the Content Only the owner or a manager can share the content with learners, publish it to Review 360 to collect feedback from stakeholders, and export it for hosting in an LMS or web server. Share the Review 360 Content with Non-Articulate Users Only the owner can allow content published to Review 360 to be shared with users that don't have Articulate IDs. Modify Theme/Settings The owner and managers can modify the settings, including theme, navigation mode, and collaborators. Note: Edits you make in the theme or settings menus can potentially override those of another user. Make sure to coordinate with your team so that you're not modifying settings simultaneously. Edit Text Labels Only the owner can edit text labels. Send, Duplicate, and Move the Content Only the owner or a manager can send, duplicate, and move the content. Managers can only move the content with the Team directory. Delete and Restore the Content Only the course owner can delete or restore the content. Here’s how to transfer ownership to another author. Remove Collaborators from Content Course owners and managers can remove other collaborators. Course managers can also remove themselves. Go to your Rise 360 dashboard and open the content you need to edit. Click Settings in the upper right corner of the editor and select the Collaborators tab. (You can also click Share and choose View collaborators to get to the same screen.) Hover over each team member you want to remove from the content, click the X that appears, then click Remove to confirm your choice. Click Close in the upper right corner to return to the editor. When you remove collaborators, the content disappears from their Rise 360 dashboards. If they’re editing the content when you remove their access, they’ll immediately return to their Rise 360 dashboards. Remove Yourself from Content Managers can remove themselves from content. Editors must be removed by the owner or a manager. Go to your Rise 360 dashboard and open the course you want to remove yourself from. Click Settings in the upper right corner of the editor and select the Collaborators tab. (You can also click Share and choose View collaborators to get to the same screen.) Hover over your name and click the X that appears, then click Remove to confirm your choice. Owners can’t remove themselves from content, they must transfer ownership first (see below). Transfer Content to a Different Owner Only the owner of content can transfer ownership to another author. Here’s how: Go to your Rise 360 dashboard and open the content you want to transfer. Click Settings in the upper right corner of the editor and select the Collaborators tab. (You can also click Share and choose View collaborators to get to the same screen.) Hover over your name in the list of collaborators and click the Transfer link that appears. Select a collaborator to be the new owner and click the Transfer button. (If the new owner isn't already in your collaborators list, you'll need to add them first. See above.) Click Close in the upper right corner to return to the editor. Note: Other collaborators remain when you transfer ownership.
