In this article, you will learn how to build the basic structure of your ScreenSteps knowledge base.
Create a new manual
Edit the existing chapter
- Click the chevron next to the chapter title (in this case, "Default Chapter")
- Click Edit.
You can also create new chapters by clicking the New + button next to Chapters.
Your chapter will belong to whichever manual is selected at the time of creation.
Create a new article
Add more articles
You can add more articles by clicking New + or by hovering your mouse under the article and clicking the + icon.
Fill up your chapter with as many articles as you can think of. If you get stuck (i.e. writer's block), just create articles and title them with a variation of a question that you are frequently asked.
Some examples of article titles include:
- How to set up your billing
- How to update your credit card
- How to request time off for a vacation
- How to request time off for illness
Each of those would make great articles because they answer specific questions that customers and/or employees need answers for.
Publish your knowledge base
You can continue creating as many articles, chapters, and manuals as you'd like. Then, when you're ready, Publish your manual.
The default chapter is already published. But if you create additional chapters, you will need to publish them as well.
You can always go in and unpublish your entire manual, individual chapters, or specific articles.
Even though your articles don't have any content in them (unless of course you went ahead and edited them), go ahead and publish them.
- Check the boxes next to the articles you want to publish (or check the box at the top to select all articles)
- Click Change properties
View published knowledge base
Click the Go to Site icon next to Manuals to view your knowledge base.
This is the URL that you would share with your team or with your customers. If your site is public, then anybody can view this knowlege base using that URL. If your site is private, then you will need to either set up Single Sign-on or create user accounts for those you want to view your site.