ScreenSteps

Go Live Checklist

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Before you can launch ScreenSteps to the world, you'll want to make sure everything is in order. Use this checklist to confirm you've taken care of all the major details.

Will you be sending users to a ScreenSteps published site?

ScreenSteps comes with the option to publish to a site (i.e. knowledge base) that your end users can visit. You also have the option to author content in ScreenSteps and push it out to another service (e.g. using the API or publishing to Zendesk).

The checklist you follow will depend on how you plan on using ScreenSteps.

Is the site you are launching Public or Private?

If you want anybody to be able to view your knowledge management system, then you are launching a Public site. If you want to control who views your knowledge management system, then you are launching a Private site.

Do you want to import existing content from Word/PowerPoint/wiki?

Complete this checklist before launching ScreenSteps

Complete this checklist before launching ScreenSteps

Did you want to use Single Sign-on?

Will this knowledge management system be for customers or employees?

Do you want to import existing content from Word/PowerPoint/wiki?

Complete this checklist before launching ScreenSteps

Complete this checklist before launching ScreenSteps

Do you want to import existing content from Word/PowerPoint/wiki?

Complete this checklist before launching ScreenSteps

Complete this checklist before launching ScreenSteps

Will this knowledge management system be for customers or employees?

Do you want to import existing content from Word/PowerPoint/wiki?

Complete this checklist before launching ScreenSteps

Complete this checklist before launching ScreenSteps

Do you want to import existing content from Word/PowerPoint/wiki?

Complete this checklist before launching ScreenSteps

Complete this checklist before launching ScreenSteps

Will you be publishing to Zendesk?

Do you have existing content in Zendesk?

Follow this checklist for setting up ScreenSteps with Zendesk

Download this checklist to reference later.

Follow this checklist for setting up ScreenSteps with Zendesk

Download this checklist to reference later on.

Follow this checklist for using the API

Download the PDF to reference later on.

Congratulations, you are done!
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