Recent updates
-
ScreenSteps FAQs for IT Teams
Updated onArticleThis article is for IT teams that have been tasked with configuring ScreenSteps for their organization.
Additional Help Resources FAQs General FAQs
-
How do I publish a draft version of an article?
Updated onArticleOnce you are done working on draft changes to an article it is time to publish it for the public to see.
Setting Up ScreenSteps Authoring Content Article Management
Article also found in:
-
ScreenSteps Overview
Updated onArticleScreenSteps is a knowledge management system specifically designed for creating and managing procedure documentation. Companies use ScreenSteps as their knowledge management system to support customers and to support their internal workforce (contractors, employees, temps).
Examples of typical content that customers create in ScreenSteps include:
- Job Aids
- Standard Operating Procedures
- Quick-reference guides
- Checklists
- Decision trees
- Call Flows
- How-tos
ScreenSteps has built-in tools to create documentation from scratch and also allows you to include videos, GIFs, and e-Learning exercises that you create in other applications.
Click here to learn how to create your first article in ScreenSteps.
Setting Up ScreenSteps Overview of ScreenSteps Basics of ScreenSteps
-
Configuring Identity Providers for your Account or Sites
Updated onWorkflowBy default, access to your ScreenSteps Admin area and the published sites are controlled using a ScreenSteps username/password.
This article will explain the other Identity Provider (IDP) options you have (e.g. single sign-on) and show you where you can configure them.
Using ScreenSteps Admin Tasks Additional Topics
-
How do I change the subdomain of a site that uses Single Sign-on?
Updated onWorkflowIf you are going to change the subdomain of a ScreenSteps site and Single Sign-on (SSO) is configured for that site, then you will need to update the SSO settings in your SSO provider (e.g. Microsoft Entra ID, Google, or Salesforce). This article will walk you through the process.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on FAQs
-
What does it mean when it says Remote User in the bulk CSV upload?
Updated onArticleIn the Bulk Upload CSV file, there is a column that says,
RemoteUser
.Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
-
How to Set up Single Sign-on
Updated onWorkflowSingle Sign-on makes it easier for users to authenticate to ScreenSteps and improve adoption of ScreenSteps. Refer to What is Single Sign-on? if you are not familiar with what Single Sign-on is.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
-
Generating a Site Link Checker Report
Updated onArticleThe Site Link Checker report goes through every link in the published articles in a site and attempts to verify whether or not they work. The broken links are added to a CSV file and emailed to your so that you can review them and update as necessary.
Using ScreenSteps Admin Tasks Reports
-
How to Navigate to Reports in ScreenSteps
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports