Recent updates
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How to capture an open menu
Updated onArticleThis feature is only available in the desktop editor.
Setting Up ScreenSteps Authoring Content Working with Images
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How do I Change Billing to Yearly?
Updated onArticleIf you would like from a monthly plan to a yearly plan then please have the account owner contact us at [email protected]. We can make the change for you.
Using ScreenSteps Admin Tasks Plans and Billing
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How to Maintain a Consistent Style Across all of your Articles
Updated onArticleAll of the text information in your articles that is not part of an image can be styled using standard CSS. By using CSS all of your articles will have a consistent look and you won't have to manage fonts for different users.
Using ScreenSteps Admin Tasks Additional Topics
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Where is my site's ID?
Updated onArticleWhen you are setting up the Salesforce integration, you will need to configure your ScreenSteps site to Salesforce. You can use your site's ID in the ScreenSteps credentials. To locate your site id follow these instructions.
Additional Help Resources Salesforce and ScreenSteps Salesforce Contextual Help Troubleshooting
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How do I have my account invoices sent to a separate email address?
Updated onArticleTo modify the email address for invoices, you must be the Account Owner. Invoices can only be sent to a single email address.
Using ScreenSteps Admin Tasks Plans and Billing
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An example of setting up viewing permissions for sites
Updated onArticleLet's say that you have two groups:
- Group A: Should see all of the lessons that you create.
- Group B: Should only see lessons about dogs.
You would create two sites:
- Site A
- Site B
You would create two (or more) manuals:
- Dogs manual
- Everything else manual(s)
In Site A (the one for people who need to see all lessons) you would place both manuals.
In Site B (the one for people who can only see lessons about dogs) you would add the Dogs manual as a reference.
Whenever you update the Dogs manual, the updates will be reflected in both sites.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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How to add additional sites to your plan
Updated onArticleIf you've run out of sites or editors/Admin, meaning you've reached the limit for your plan, you can add more by following these instructions.
Using ScreenSteps Admin Tasks Managing Sites
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How do I permanently delete an article?
Updated onArticleTo permanently delete an article you must first move it to the trash and then permanently delete it from the Trashed section of the site.
Setting Up ScreenSteps Organizing Content Articles
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Recovering an article from the trash
Updated onArticleWhen an article is deleted it is sent to the trash. Articles can later be recovered from the trash if you decide you still need them.
Setting Up ScreenSteps Organizing Content Articles
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Adding logos to a PDF template
Updated onArticleLearn where to find PDF templates in the web browser application.
Using ScreenSteps PDFs Managing PDF Templates