Navigate to a Chapter > Click Create New Article
Make sure to select Workflow
- Enter a title
- Select Workflow
- Click "Create Article"
Create a New Workflow Article
Updated Sep 17, 2020
Authoring Content
Writing Articles
30
- How to create an article
- How do I rename an article?
- How do I edit an article?
- Add new content to an article
- Which text formatting options are available?
- Create an article template
- Use an article template
- Code format vs. Code block
- Add additional search terms
- Styling callout text blocks
- How to indent and outdent content (make a heading a subheading)
- Create a foldable section
- How to add a link to another article, heading, chapter or manual
- Create an Inline Link
- How to hide the inspector panel in the desktop editor
- Adding file attachments to an article
- Give a Heading an Anchor Name
- How to auto-number headings
- How to Embed HTML (and Add Video to ScreenSteps Articles)
- How to find the embed code for adding video from YouTube into a step
- Merge cells in a table
- Add columns and rows to a table
- Spell check
- Continue numbering from a previous text field
- Create a table of contents in an article
- Create a checklist article
- How to convert an article to a different type
- Converting a heading to a different content block type
- Create a Glossary
- How do I unpublish an article?
Working with Images
19
- How to capture images
- How to configure the keyboard shortcut for capturing images
- How to add existing images
- How to open the capture palette
- How do I resize images and the image canvas?
- How to auto scale your images
- How to add multiple images to image content
- What it looks like when you add multiple images
- How do I select images?
- How to replace an image
- How to edit the ALT text for an image
- Adding a border around an image
- How to set the image export format
- How to crop an image
- How to capture an open menu
- Adding screenshots from a mobile device
- Change the order of images
- What size screenshot should I get?
- Export images from an article
Working with Annotations
10
- How to add annotations to your images
- How to blur information in images
- How to change the number sequences
- How to change the opacity in the rectangle tool
- How to align annotations
- Using annotation presets to create a standard look
- Change text color of a text annotation
- How to create an annotation preset from an existing annotation
- Change the color of the text box annotation border
- Change the size of the sequence annotation
Article Management
9
- What is a draft?
- How to use drafts
- How do I unpublish an article?
- How to generate a preview link before an article is published
- How do I show (publish) or hide (unpublish) an article?
- How do I publish a draft version of an article?
- Create an article template
- Use an article template
- How to move or copy headings and other content blocks from one article into a new article
Working with a Team of Authors
10
- How do I set owner or status of an article?
- Provide Feedback to Editors (using notes)
- How do I notify another author about a change that needs to be made?
- How can someone be notified when they are made the owner of an article or comment?
- How to view revision notes and other activity for an article
- How to view all revision notes
- How to view the content block that a revison note is attached to
- How to reply to a revision note
- Notify authors of article assignments
- Getting Feedback on Specific Manuals
Troubleshooting
9
- Why is the screen black or gray when I try to capture the screen on Windows?
- When trying to capture a screenshot my screen shifts or resizes
- Generating a Log to Troubleshoot Internet Issues
- Sending ScreenSteps support information about your computer system
- Why does ScreenSteps freeze when I try to capture the screen?
- Failed Connect error
- How do I locate the image files used in the desktop article editor?
- Authorizing ScreenSteps to capture images on macOS Catalina (10.15)
- ScreenSteps Desktop won't open
Other Resources
-
Setting Up ScreenSteps
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
-
Using ScreenSteps
- Admin Tasks
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on
-
Additional Help Resources
- Example Content
- Announcements
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
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