The Help Authoring Software & Tools Lowdown
This guide will cover everything you need to know about help authoring tools for your business. We provide definitions, use cases and features you would expect from these tools. We then compare some of the most popular help authoring tools, to help you understand what’s right for you.
Help Authoring Tools are popular software solutions in the enterprise. They typically fall under the category of development software, since they are typically used to author software documentation or document other technological products.
In reality, HATs can be used in almost any industry where producing robust documentation is essential. They are content development tools that help you produce documentation for a wide variety of platforms, and manage large volumes of content aimed at different audiences.
With many Help Authoring Tools, specialist training is required. In other cases, they are usable right out of the box.
What is a Help Authoring Tool?
“Help authoring tools are programs designed to assist technical writers in designing, publishing, and maintaining software help documentation. The resulting text is used in explanation guides, manuals, and help files.” G2 Crowd
There is a wide variety of Help Authoring Tools on the market. Help Authoring Tools generally facilitate a content creation process, and are intended to be used by specialist technical writers. To qualify as a Help Authoring Tool, software must:
- Possess tools for editing text, data, or code
- Provide an input for source text
- Provide an output for help files
- Possess tools for adding indexes, content tables, or images
- Provide tools for interface customization
You’re actually somewhat treating your text content like code. HATs are typically used by enterprise companies managing large amounts of legacy documentation, as well as looking to publish their documentation across many channels in different formats.
Help Authoring Tools help you single source your content. This means that content creation is centralised and source files are kept in a database – a single source.
During the build process, your content is then output to different formats which can range from ebooks to PDFs, printed manuals to HTML websites, CHM files to contextual help – all from this central source. The list of possible documentation outputs is fairly endless. Often your choice of HAT hinges on which outputs it supports.
Common Use Cases for Help Authoring Tools?
There are many types of documentation for which companies might be seeking Help Authoring Tools to help them build. You might need to create:
- A knowledge base or support portal
- Policy and procedure documents
- Compliance and regulation documentation
- Standard operating procedures
- eLearning content
Often, companies need to create a range of documentation types, but using roughly the same content for each type.
The common thread is that you are usually producing web and print based content intended to help the users of your product or service, or your internal employees. Your company may be legally required to produce documentation that is up-to-date and accurate regarding its products and services.
For example, you could be documenting some kind of proprietary, in-house computer program for call center and business office employees. Alternatively, you could be documenting a range of user guides, installation guides, conceptual guides and quickstart guides for fiber optic technologies. You might be producing a help center for a hotel booking system. You could be creating an employee handbook, a student elearning center, or producing compliance policy regulations for your research laboratory.
In each of these theoretical cases, you might have a variety of mediums on which you want to publish your documentation. You need the ability to for teams of technical writers to collaborate on your source files, and automatically generate the published versions. You want to not only write and format your content, but also be able to instruct the system on how to generate output.
You must be able to update your published content at any time (including potentially far in the future), and easily update multiple instances of the same content without manually re-typing (or copy-pasting) your new content each time. It may be necessary to translate your documentation into different languages, and also continually update your localised content.
There are other tools that offer some of the functionality that Help Authoring Tools offer, or that perform an analogous function. For example, Static Site Generators also help you create documentation, but their features are more limited.
Top features of Help Authoring Tools
As we’ve already mentioned, there are some distinct features that distinguish a HAT from other types of software.
Here’s a quick list of features you might expect:
- File import
- WYSIWYG text editor
- CSS editor
- Preview editor
- Code view
- Help output – CHM, PDF, HTML, HLP, ePUB
- Project management
- Media library
- Topics, snippets and variables
We’ll now go into a bit more detail about what these features look like in practice.
When you purchase a HAT, you will download your software solution to your desktop and authenticate your account. Upon logging in, you will have access to the dashboard where you will see what amounts to a Content Management System. You have the ability to start creating documentation source files, as well as the ability to import existing documentation in a variety of formats.
The creation and management of these source files is kept separate from the actual formatting and output of the final versions(s). This makes updating your documentation much easier as you can make use of topics, snippets and variables to apply global changes. Topic-based authoring means using individual text files for each topic that can be swapped and reordered.
You also may not require the full set of documentation in one of your outputs for example. You may want to create a printed booklet that contains just some of your topics, but then also generate a help center website containing the full range of topics. You can do both these things from your Help Authoring Tool.
In service of these goals, Help Authoring Tools containing content publishing capabilities: WYSIWYG editor, code view, CSS/HTML/JS formatting capabilities, and more.
The Benefits of Help Authoring Tools
Help Authoring Tools have a number of benefits for your business. Mainly, they help you produce a large amount of documentation and also manage your existing documentation.
Updates can be made easily and quickly in multiple places in your documentation using tools like the topics, snippets, or variables. Some tools also allow you to display conditional content to different users, so you can personalise the help experience. Multiple technical writers and Subject Matter Experts can collaborate on the same projects, and you can keep track of the different versions.
Help Authoring Tools save you time so you can do more work with fewer people. HATs manage your source files centrally in a database so the content is decoupled from the presentation. In theory that means you can write once, instruct the system in how to present your content, and publish your documentation with the click of a button.
When you provide thorough and helpful documentation for your users, this can help you reduce support costs. Self-service support is cheaper than employing many support agents to manually answer the same questions. And customers now expect a self-service portal.
Top Help Authoring Tool Solutions
Once you’ve decided you need a Help Authoring Tool, there are a huge variety of options to choose from. We’ve listed some of the most popular solutions below, but you can read our article comparing popular solutions if you’re looking for more detail.
- MadCap Flare – One of the most comprehensive Help Authoring Tools out there, you can use MadCap Flare to single source your documentation across web, desktop, mobile and print. Flare offers some powerful workflows and automations to make creating documentation a more seamless experience.
- Adobe RoboHelp (part of Adobe Technical Communication Suite) – A focus on creating online help systems and mobile experiences. Adobe RoboHelp has been completely redesigned in the last release, with a more modern user interface and stripped of some features.
- HelpNDoc – HelpNDoc is exclusively for the Windows operating system, and is designed to emulate the experience of using the Microsoft Word program. HelpNDoc uses templates to create stylish apps and help sites.
Now we’ll go into a bit more detail about some of the most popular Help Authoring Tools out there.
MadCap Flare analysis
MadCap Flare is one of the most popular Help Authoring Tools out there. It’s particularly useful for enterprise companies with large amounts of documentation, especially legacy documentation, who want to single source their content.
MadCap Flare offers the capability to single source your documentation and output to a variety of formats, with particular support for print publishing. You will get the most out of MadCap Flare if you also know a fair bit of CSS (Cascading Style Sheets) as a way to format your online documentation.
Flare includes all the major features like:
- WYSIWYG XML Editor
- Topic-based authoring
- Conditions, snippets and variables
- Multiple tables of contents
- Support for images and videos
- Multi-channel publishing
- Scheduled builds
- Collaborative authoring
Using Flare means you will be creating your content in a structured format in XML. The text of your content will be written as source files that are stored completely separately from the final presentation of your content. Essentially, whatever you want to use MadCap Flare for is probably possible – especially when it comes to print documentation.
One of the biggest downsides of Flare, however, is it can be complete overkill for a simple documentation project. The enterprise price tag also excludes many potential customers, and Flare is also essentially desktop-only. You can purchase Madcap Central to allow SMEs and collaborators to review content using the cloud.
HelpNDoc is a slightly simpler Help Authoring Tool than MadCap Flare and Adobe RoboHelp. It’s still desktop-based, so you will be installing the software on your system.
- The table of contents editor
- WYSIWYG topic editor
- Powerful word processor
- Keywords editor and library
- Media library
- Snippets and variables
- Output to multiple formats including Qt Help, HTML, CHM, PDF, RTF, ebook, Word
It cuts out a lot of the unnecessary features from products like Flare to focus on just single source content publishing, and integrating your documentation with the application you are developing.
It’s intended for use in the Windows operating system, so if you use anything other than Windows then HelpNDoc won’t be compatible. HelpNDoc is popular for including a free version for personal use with access to full features, but for commercial use you’ll need to pay for a license.
Adobe RoboHelp discussion
Adobe RoboHelp a Help Authoring Tool published as part of Adobe Technical Communication Suite. It’s specialised for producing a range of web-based and print documentation written in XML, and is intended to work in conjunction with Adobe FrameMaker, Captivate, Acrobat Pro DC and Presenter 11.1.
Features of RoboHelp include:
- Dynamic content filters
- Integrations with Git and Sharepoint
- Support for SVGs
- Global snippets
- Conditional content for topics, paragraphs or words
- Single click mobile app generation
- Support for HTML5 and CSS3
- Powerful user search
Although RoboHelp is in the same market as solutions like Flare and HelpNDoc, it doesn’t provide particularly good support for print documentation. Adobe FrameMaker would complete the suite of functionality if print was also important to you.
Knowledge Base Software and Help Authoring Tools
Some companies want to know the difference between knowledge base software and Help Authoring Tools. A knowledge base solution is like a more specialised version of a HAT.
Knowledge base software helps you create an online knowledge base for your customers or employees, and provides a user-friendly content publishing process. Knowledge base software may be used by people other than specialist technical writers – such as your developers, information designers, or customer support agents.
In contrast, HATs are geared towards multiple platforms and formats, and provide a system for single source publishing. Your documentation is managed within your database, and has been decoupled from the final output formats. The focus is usually on writing documentation in an XML or similar format, and manipulating it for use across desktop, web, mobile, and print.
Knowledge base software means that the same person or team can manage the content production, and end user support. Account holders can write, edit, and publish content, view how that content is performing in the back end, and manage user feedback. The knowledge base is often hosted alongside your main brand website, or linked contextually within your software product.
Document360 as an Alternative HAT
Document360 has been developed as a knowledge base software solution that fulfils many of the essential functions of the major Help Authoring Tools. Document360 may be a better fit for you if you’re looking for a simple solution with a short learning curve. It’s inexpensive, and especially suitable if you only need to produce online content and not printed content.
Document360 integrates well with development workflows, allowing your team publish content in Markdown. You can write your documentation in Markdown using the code editor or WYSIWYG editor, and preview your content live.
You can easily drag and reorder topics as your documentation develops and publish them on a customisable help site. Document360 holds multiple versions of your documentation so you can revert back to an older version if necessary. You also have access to analytics, so you can see how your knowledge base is performing.
Document360 scales with your team, so even bootstrapped startups can afford the $49 per month basic tier. You can upgrade, downgrade, or cancel at any time, and access our SaaS platform from anywhere in the world with a browser and internet connection.
Free Help Authoring Tools
Why go with a paid proprietary solution, you might ask, when there are so many free software solutions out there.
It’s tempting to go with a free Help Authoring Tool, especially in the first instance when you’re not sure if a tool will suit you. Lowering costs is also not a bad idea for any business – but it’s equally true that there’s no such thing as a free lunch.
First off the bat, free isn’t the answer for Help Authoring Tools. Ask yourself why this product is free in the first place. It’s usually because you have some kind of limited functionality, it’s open source and needs to be self-hosted, or it’s a free pricing tier and you’ll ultimately need to upgrade.
Sometimes free solutions can be a good choice if you want to integrate your software into a development workflow, and this is where Static Site Generators come into their own. Many of these tools are also open source, and you can benefit from an active user base and community support. Free Help Authoring Tools like OpenKM or PHPMyFAQ are popular for building knowledge bases.
If your organisation operates on open source principles, you should choose the tooling that matches your values. In contrast, if you want to test out a product first without committing to payment, opt for a solution like Document360. It’s available on a free trial so you can find out if it suits your needs.
Open Source Help Authoring Tools
As we’ve just mentioned, open source Help Authoring Tools are a popular solution considered by companies producing documentation. These tools include Sandcastle or Mediawiki, and they come with a lot of benefits and drawbacks.
Open source Help Authoring Tools mean you can access the software source code, and usually customise your solution to meet your needs. You can do what you like – within the terms of your software license. You can also host your documentation in the same place as your product source code, which may be important for your organisation’s security compliance procedures. You are supporting the open source software industry, which promotes making software accessible for everyone.
At the same time, there will be a slower time to market with open source Help Authoring Tools. You’ll require in-house development resources to run and maintain these solutions. You don’t benefit from dedicated software support, and if the open source community behind your solution dissolves, then your product will no longer be maintained.
Proprietary SaaS solutions like Document360 can take a lot of the headache out of the documentation process.
Static Site Generators
Static Site Generators are an alternative to Help Authoring Tools because their user experience is catered towards software developers. SSGs are seen as a subset of the Help Authoring Tool, specialised for developers and technical writers. They are generally free, but you download the source code and install it on your system.
They were actually developed so that developers could benefit from a better blogging experience. There are now specialist SSGs like Hugo, Jekyll, and Sphinx, that have been designed for authors producing documentation.
SSGs are very technically very secure because no calls are made to your server or database while a user is on a page. Unlike a regular website, your content is not dynamically generated. All content is loaded from the server when the user first requests the page, and there are no interactive elements included in a basic SSG.
An SSG is a good choice if you have the time and resources to devote to developing your site. It’s suitable if having your site live alongside your software product codebase is important you. It allows you to create documentation locally, and preview changes as you write.
Best Value Help Authoring Tool
The best value Help Authoring Tool would be the one with the most useful features for you, at the lowest price, and that could scale with your team. It’s hard to truly compare all the different tools, as they are ultimately suitable for some very different use cases.
MadCap Flare, for example, is on the more expensive end of the spectrum – but it can be tasked to do almost anything documentation-related. At the same time, the tool has so many features that makes it hard to learn the basics, and you won’t have a fast time to market using Flare.
Document360 is more affordable than the major Help Authoring Tools, and available on a subscription basis. It’s suitable for remote teams that are likely to grow very quickly, and you can get up and running right away. These benefits contribute to the value that Document360 provides, and improve your team’s overall bottom line.
We’d say that Document360 is the clear winner in terms of value for growing teams – if it’s the right solution for you.
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