ScreenStepsGetting Started Onboarding GuidesEvaluating ScreenSteps--Welcome

Evaluating ScreenSteps--Welcome

If you are evaluating ScreenSteps (i.e. have a trial ScreenSteps account), or just signed up for a paid account, this article will help you go through the basics of customizing your ScreenSteps knowledge base.



Before you go through this article, make sure you have completed the following prerequisites:

Sign up for a ScreenSteps account (free 14-day trial)

ScreenSteps comes with a free 14-day trial. You can sign up for a trial account here >> sign up for a free trial of ScreenSteps

Download the desktop client

ScreenSteps is a cloud application. It also includes a desktop client for authoring content. You can (and should) download the desktop client--you will be using it later on >> Download the desktop client.

Your View as an Admin (or Editor)

The screenshot below is the view you see as an Admin or Editor. You can access this screen by typing [your account name] into the address bar of your internet browser, and logging into your account.

Save the URL as a bookmark so you can easily get there when you need to create documentation.

Next Step >> Create Manuals

Now that you are ready to move forward, you are going to begin by creating manuals.

Click here to learn how >> Create Manuals


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