Transfer Your PDF Templates to the Browser App
This article will explain how to transfer your ScreenSteps PDF templates from the ScreenSteps 3 desktop application to the browser app.
Above is a short video overview of the 5 steps you will take to go through the process. Below are the 5 steps in case you don't want to keep pausing and playing the video.
1.1. Open up Preferences
On a Mac computer, click on ScreenSteps > Preferences
On a Windows computer, click on Edit > Preferences
1.2. Navigate to your PDF Templates
You will use these settings as a reference when setting up templates in the ScreenSteps browser application.
2.1. Click on Web Admin
PDF templates will now be managed in the browser app.
2.2. Click on Account Settings
2.3. Click on PDF Templates
2.4. Create a Template
2.5. Modify Your Template
- Click on your template
- Update settings so that they match what you had in ScreenSteps Desktop version 3
- Click Update
Unfortunately, there is no "Easy Button" for this. You will have to manually redo your PDF templates in the ScreenSteps browser application. The good news is that once it's done, you will never have to check outdated PDFs again.
Navigate to the site's Settings
- Select the site to which you want to apply your PDF template
- Select Settings
Select the PDF Tempalte > click Update
Click on Site Template
Select options for sidebar content
If you have any trouble generating PDFs from the end-user view of the knowledge base, let us know by emailing firstname.lastname@example.org.