ScreenSteps
Knowledge Base
Courses
Authoring Content
Overview of Authoring
7
Introduction for new users
Download the ScreenSteps desktop editor
Using the ScreenSteps desktop editor
Create your first article in ScreenSteps
What is the Launch Pad?
Opening the Launch Pad
The New Desktop Editor (with Workflows)
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
Workflow Articles
2
Create a New Workflow Article
Convert an Article to a Workflow
Troubleshooting
10
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
"Unable to initialize spell checking library" error
Enable javascript to expand/contract chapters
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
Recently Updated Articles
Which text formatting options are available?
How to change a user's role
How do I deactivate/reactivate a user?
How to use your company's domain name with your ScreenSteps site
"Unable to initialize spell checking library" error
More
ScreenSteps
/
Authoring Content
/
Workflow Articles
Create a New Workflow Article
Updated Sep 17, 2020
Navigate to a Chapter > Click Create New Article
Zoom: ScreenSteps
Make sure to select Workflow
Enter a title
Select Workflow
Click "Create Article"
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