How to upgrade from version 3 to version 4
Follow these instructions to upgrade from the version 3 desktop client and web app to the version 4 desktop client and web app.
For more information about the changes from version 3 to version 4, you can either view this webinar >> Changes between version 3 and version 4 or you can view this FAQ >> Changes between version 3 and version 4.
1.1. View checked out articles
Open the version 3 desktop client and navigate over to Checked Out Articles:
- Click on All Articles
- Select Checked Out Articles
1.2. Check those articles in
You can either check in each article individually, or you can:
- Select multiple articles (holding down shift while you select articles)
- Right click in the empty space next to an article title
- Check Articles In
Go to Account Settings and enable the v4 Article Editor
- Select Account Settings
- Select Account Settings from the sidebar
- Check Enable the V4 Article Editor
- Select Update
Each article will initially need to be edited in the version 4 desktop software. This will upgrade the article format. After that initial edit you will be able to work in either the web or desktop article editor.
You can download the version 4 desktop app here >> Download version 4
Note: The new desktop app is ONLY an article editor. You will use the version 4 web app to manage your content in manuals, chapters, and articles.
For example, if you want to create a new manual, you will do that in the version 4 web app. If you want to rearrange manuals or chapters, you will do that in the version 4 web app. If you want to create new articles, you will do that in the version 4 web app. If you want to edit an article, you can do that in the desktop app.
Make sure to uninstall version 3.
4.1. Bookmark the web app
Now that you will be using the ScreenSteps web app to manage your content (as opposed to always launching the desktop client), we recommend bookmarking your ScreenSteps Admin URL so that you can easily navigate to the app when you want to manage your content.
4.2. Manual/Chapter/Article Navigation
The new layout has manuals in the left-hand column. When you select a manual, you can see the chapters within that manual. And if you select a chapter (or All Chapters), you can see the articles in the chapter.
It's similar to viewing a folder structure on your desktop--when you select a folder, you can drill down into the folder contents.
4.3. Create a new manual
Next to Site Contents is a dropdown. Click the dropdown and select New Manual
4.4. Create a new chapter
4.5. Create a new article
Hover your mouse underneath an article title and click the + icon that appears.