With the Trainual Chrome extension, your team can quickly and automatically surface the exact content they need — right on the webpages they use most.

When you download the Trainual Chrome extension, you can:

  • Surface processes, policies, and business knowledge right where you work with targeted, automatic Trainual content slideouts for your Internet browser.

  • Quickly search for content, people, and roles.

  • Jump straight to My Desk and training that's up next.

🛠 To set up the Trainual Chrome extension:

  1. Navigate to the Trainual Chrome extension page in the Chrome Web Store and select "Add to Chrome."

  2. Allow the extension to "Read and change all your data on all websites" by clicking "Add Extension" from the pop-up window (this allows the extension to check each page you navigate to and show the Trainual context "T" as needed — more on that in the "Context" section below!)

    🔥 Tip: Pin the extension to the top of your browser for easy access. Just click on the puzzle piece icon in the upper right-hand corner of your Chrome browser and click on the pin icon to the right of the Trainual extension.

  3. Log in to the Trainual account you'd like to connect to the extension and copy your account URL. (You can copy your URL from the top of any page.)

  4. Navigate back to the Trainual Chrome extension and click on the icon. Then, sign in to your account using your account URL from step 3 paired with the login credentials associated with your Trainual account.

    That's it! You've just set up the Trainual Chrome Extension. 🎉

    Check out all the features this extension includes down below. ⬇️

📑 Context

With the context functionality in the Trainual Chrome extension, you (and your team) can access processes, policies, and business knowledge right where you work.

Just link a Trainual step to a URL and it'll automatically appear for any team member who is at that URL and logged into the extension. That way, they can instantly reference the instructions and context they need and continue working, side by side. Without missing a beat.

🔥 Tip: Add your payment collection process to your billing platform, PTO guidelines to your benefits homepage, customer FAQs to your chat software — the opportunities are endless!

🔗 To add a step to the Chrome extension:

  1. Click the three dots to the right of the step you'd like to add a link to and choose "Add to Chrome extension."

  2. Paste the external webpage URL you'd like the step to automatically appear on and click "Save."

  3. To edit the webpage URL linked to a step, you'll use the same process: Click the three dots to the right of the step you'd like to add and choose "Add to Chrome extension." Paste your new URL and click "Save."

Any team member who is logged in to the extension, assigned the content, and on the page linked to content will automatically see a purple Trainual icon on the right-hand side of the page.

When they click it, the linked content will slide right out from the right-hand side of their screen.

🔥 Tip: Is someone not seeing the Trainual content slideout after you've linked it? 👀 No worries! Simply have them refresh their page, and the linked step will appear.

🔎 Search

The search feature in the Trainual Chrome Extention allows you to find information documented in Trainual in a flash. You can also navigate directly to My Desk to pick up training right where you left off.

📝 Please Note: Team members with General permissions can access assigned, published content, while content creators can access unpublished subjects in this view too. Admins and Billing Admins can also search for roles.

🔥Tip: Be sure to publish your directory in Advanced Settings so your whole team can search for and find each other's profiles.

Now that you're an extension pro, be sure to try the Trainual Capture extension that automatically documents your processes in real-time as you do them.

🌟 Find more of our Trainual help resources here 🌟

Did this answer your question?