ScreenStepsGetting Started Onboarding GuidesGet Started with ScreenSteps (Checklist)

Get Started with ScreenSteps (Checklist)

Complete this checklist to get up and running with ScreenSteps.

After you sign up for a ScreenSteps account, the first thing you need to do is download the desktop editor–it will make authoring waaaaaaay easier when you need to include screenshots and image annotations.

If you have a Mac, you can download the desktop editor here >> Download ScreenSteps

If you have a PC, you can download the desktop editor here >> Download ScreenSteps


Complete installation

Your download process will look different if you are using a PC. That's OK–just make sure to complete the installation process.

Launch ScreenSteps

If ScreenSteps doesn't automatically launch, manually open the application.

Open ScreenSteps

If you see a message like this, click "Open."

Enter your account name

This is NOT your username–this will be the account name that you used when you signed up.

Enter your Username and Password

This is where you enter your username and password. What you are doing is connecting the desktop editor to your ScreenSteps account so that later on, when you click "Edit on Desktop," ScreenSteps will automatically pull up the desktop editor for you.

Click Open Web Browser App

After you have downloaded the desktop editor, you'll want to go to your ScreenSteps account and complete the following steps:

If you haven't already, open up a web browser (e.g. Chrome, Firefox) and type in your account name followed by


Click Admin

Click the dropdown menu in the upper left-hand corner and select your site.

Bookmark this page

Whenever you want to update ScreenSteps content or manage your knowledge base, you will come to this page. So go ahead and bookmark it so that it's easier to get to next time.

Click Open Preview

  1. Click the dropdown chevron next to Site Contents
  2. Select Open Preview

Note the URL

This is the URL that you will send your end-users to when you want them to view your knowledge base.

This is going well, right! You have the desktop editor downloaded and you can easily get to the Admin area (so you can create and edit content) and the end-user site (so you can send users to your knowledge base).

Now, we're going to make sure you know how to create the basics.

Click on the dropdown chevron next to Site Contents > New Manual

Give it a name

Publish it

  1. Click the dropdown chevron next to the manual's name
  2. Select Publish

Select your manual > click New +

Give it a name > Save Chapter

Publish the chapter

Publish all articles

Even though you don't have any articles, go ahead and click "Yes, publish all articles."

Add a new article

Hover your mouse below the chapter title. When the blue + icon appears, click on it.

Write a title > Create article

Publish the article

Alright! You've got the basics down. Now, you have a couple of choices:

  1. Watch a video of how to use ScreenSteps (basics)
  2. Follow step-by-step tutorials on how to use ScreenSteps (basics)
  3. Watch a webinar on how to create and organize content in ScreenSteps

Feel free to ask questions by using the chat in the bottom right-hand side of the screen when you are in ScreenSteps.

You are done. Great job!


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