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
Your download process will look different if you are using a PC. That's OK–just make sure to complete the installation process.
If ScreenSteps doesn't automatically launch, manually open the application.
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 .screenstepslive.com
Navigate to your Site
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.
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.
Alright! You've got the basics down. Now, you have a couple of choices:
- Watch a video of how to use ScreenSteps (basics)
- Follow step-by-step tutorials on how to use ScreenSteps (basics)
- 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.