The New Desktop Editor (with Workflows)

Updated Oct 18, 2019

Drag and Drop Functionality

Build your article by opening the Content Block Tray and dragging elements into the outline area of the editor.

Setting up a Payment Integration

Open (Close) the Inspector Pane

When the Inspector Pane is visible, click this icon to close the pane.

Setting up a Payment Integration

When the pane is closed, click this icon to open the pane.

Setting up a Payment Integration

Focus

If you want to focus on a specific section of your article, click the Focus button.

ScreenSteps will only show the content that is nested under the parent (in this case, the Step 1 heading). This prevents you from getting lost when editing longer articles.

Revision Notes

Click the action icon to open a menu, which includes the option to add revision notes.

Unlimited nesting

You can nest as much content as you'd like.

When rendering the heading style on the web, ScreenSteps only goes up to an H6. Headings nested further than H6 will revert to the H6 styling in the CSS.

Setting up a Payment Integration

Expand the outline view

When you start nesting a lot of content in the outline view, it can seem a little crammed. You can drag the outline pane to resize it, making it bigger (or smaller).

Setting up a Payment Integration

Adding content blocks in the body

When you add content blocks in the body of the article (e.g. clicking the + icon), you will have the option to add the content block as a sibling or a child.

Example of a sibling

The headings and paragraph blocks in the example below are all siblings. None of them are nested underneath the others.

Setting up a Payment Integration

Example of a child

The screenshot below shows heading blocks and a paragraph block as children. They are indented under the block above.

Setting up a Payment Integration

Indenting headings will determine how the heading appears in the web. Here is how the headings are rendered with H tags.

Setting up a Payment Integration

Action menu

There is an action menu next to each block in the outline view.

Setting up a Payment Integration

From here you can add more content, indent, outdent, or delete the content block.

ContextualMenuInstance

Collaps or Expand All

Right-click on any of the content blocks and you will have the option of expanding or collapsing.

ContextualMenuInstance

Checklists

You can add checklist items in more locations. For example, you can have a checklist within a checklist.

Setting up a Payment Integration

Workflow

Workflow articles allow you to include:

  • Questions
  • Answers
  • Actions

Below is a brief description of each.

Questions

A Question allows you to create a decision tree. When published, the end-user will be shown the question along with the three answers below it.

Setting up a Payment Integration

This is how the question is displayed to end-users.

Answers

An Answer allows you to create branches in your documentation. Once an end-user selects an Answer, they will be shown content related to that specific branch and not the other branches.

Setting up a Payment Integration

Action Containers

Nest your step-by-step instructions in an Action Container.

Setting up a Payment Integration

You can have multiple Action Containers that follow one after the other. If you do this, then your end-users will see a "Continue" button at the end of each Action Container. When an end-user clicks "Continue" they will go to the next Action Container, the next Question, or the end of the workflow.

Setting up a Payment Integration

0 Comments

Add your comment

E-Mail me when someone replies to this comment

Still Need Help?

Contact Us