Contextual Help

Setting up Contextual Help  3
Using Contextual Help  6

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ScreenSteps  /  Contextual Help /  Setting up Contextual Help

Install and use the Chrome browser extension

Updated Jun 18, 2019

Confirm you have the right user accounts

The Chrome browser extension works for users who have Admin, Editor, and Learner user roles.

If a user has the role of Reader or API Access, then the Chrome browser extension will not work for that user. You will need to edit their role to be Learner for it to work.

Download the Chrome extension

The Chrome extension only works with the Chrome browser. If you are using Safari, Firefox, Edge, or another browser then it will not work.

Navigate to the ScreenSteps Chome extension, which can be found here: https://chrome.google.com/webstore/detail/screensteps-for-chrome/kjnpdblaciideghjecicchjnjpmodnfp

Click Add to Chrome.

Click Add extension

Sign into the Chrome extension

  1. Navigate to a website such as www.screensteps.com
  2. Click the ScreenSteps extension in the upper right-hand corner

Type in your Account name > Login

  1. Your Account name is what you used to sign up with ScreenSteps––NOT your username. The Account name is often the same name as your company name.
  2. Click Login

Login to your account

You will get a prompt to type in your username and password.

Success!

After you authenticate, you can close the browser tab and close the ScreenSteps extension.

Access the ScreenSteps Chrome extension

Click on the ScreenSteps icon any time you want to bring up a search bar. This search bar will search all of the content in the connected ScreenSteps site.

Create contextual help

You can also create Channels that push relevant content to specific web pages. This is a great option for your employees as they don't have to hunt through the knowledge base when they have a question related to specific web applications (or specific sections of a web application).

Navigate to the page you want to have contextual help for

  1. Navigate to a web page you want help to show up on
  2. Click the ScreenSteps extension

Create Channel

  1. Click Settings (At the bottom of the ScreenSteps extension)
  2. Click + Create Channel

Type a Name > Create a channel

  1. Enter a name for your channel (make it descriptive)
  2. Check the box to go to the channel (where you will add articles)
  3. Click Create a channel

Add articles to your channel

You can add existing articles from your knowledge base or you can create new articles from scratch.

Click the + icon

Navigate or search for existing articles ou want to add to your channel.

Confirm you have all the articles you need

You can also rearrange the articles from this view.

Navigate to the web page > click the bell

Now that you've created a channel, a bell icon will appear whenever you or your team navigates to that specific web page.

View your contextual help

Articles that are relevant to this web page are now easily accessible to your Learners.

What if the articles don't appear?

When you're creating your channels you are making a lot of changes and sometimes the updates to the channels are not immediately visible (caching). So while you're making edits, you may need to click Refresh Channels to see your latest changes.

Click Settings

Click Refresh Channels

Congratulations, you are done!

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