Evaluating ScreenSteps--Create Content
Now you are going to create some content. You will first create 3 help articles, and then you will edit each article to add content (text, screenshots, etc.).
Select a manual
Click the + icon
Add a title > Create article
- Make the title something simple, such as "How to View Billing Information"
- Create article
Continue creating articles until you have 3 or 4 total articles.
There are 4 steps to editing an article. Below is a video overview (and the steps for editing an article are below that).
Edit article on Desktop
- Click on the dropdown arrow next to the article's title
- Click Edit on Desktop
If you have not yet downloaded the ScreenSteps desktop client, now is the time to do that. click the "Download the Desktop Client" link below.
Download the version that matches your operating system (Mac or Windows).
Download the ScreenSteps desktop client for Mac by >> clicking here.
Download the ScreenSteps desktop client for Windows by >> clicking here.
Now that you have the desktop client downloaded, you can create help articles in a fraction of the time.
Open Capture palette
Click on the capture palette icon to open the capture palette.
Navigate to the area you want to take screenshots of (e.g. your web application).
Click the crosshairs on the capture palette and your mouse will turn into crosshairs. Click and drag your mouse to select an area that you want to capture, then hit Enter. The screenshot is copied and pasted into your article.
You can take as many screenshots as you'd like--ScreenSteps will copy and paste all of them into the article for you.
Close the capture palette when you are done
Make your screenshots really helpful by adding annotations (e.g. arrows, circles). This is only available in the desktop application.
Select an image in the editor > choose the arrow
Try a few other annotations so you can get an idea of what's available.
Draw on the image
Click your mouse on the screenshot, and drag your mouse to draw an image (such as an arrow).
The final step is to add a heading for each screenshot that explains what action to take.
Add a heading
As you move your mouse in the editor, you will see a gray bubble:
- Move your mouse to the gray bubble
- Click on the + icon
- Select Heading
Don't be shy--play around with the editor and try different features. Once you are comfortable with the editor, you can check out our bonus material below for creating articles.
Add a descriptive action for each screenshot
Add a heading over each screenshot and type in a descriptive action such as "Click on Account" and "Click on Users."
Add paragraph text the same way--move your mouse over a gray bubble, and click Text. You can include plain text, or you can style it.
Style your text
Create styled text by:
- Clicking in a text field
- Selecting a style on the right-hand side
When you are done editing your article, you can publish it to your knowledge base and share it with your customers.
Click Save & Publish
You have options to message your documentation team. For now, don't worry about that. Just click Publish.
View the article in your knowledge base
You can also preview your entire knowledge base
After you close the desktop application (i.e. desktop article editor), you can always check out your knowledge base by clicking on:
- Site Contents
- Open Preview
You just used the ScreenSteps desktop client to author an article. After you close it, you will go back to your web browser to access the ScreenSteps browser application.