This guide will walk you through the steps of creating and publishing your first article in ScreenSteps. Just follow the steps below.
Enter a title and then select Save
Open the Article QuickView
The Article QuickView in the Admin Portal
This is the Web Article Editor
Create a Heading
Add a Paragraph Block
Next let's add some paragraph text. We are actually going to add two paragraphs, a normal paragraph and a styled paragraph.
Select Insert Content > Paragraph Text
- Click on the + icon underneath the header. This is how you can add different content types to your article.
- Select Paragraph Text
Add a bulleted list
You can format text and add bulleted lists using the Text formatting toolbar. This will become active when you select the
Set the Style of the Paragraph Block
Create another Paragraph Block
Publish the Article
Now let's publish the article. If you remember, we talked about the three areas of ScreenSteps:
- The Admin Portal
- The Published Site
- The Desktop Authoring Client
So far we have just been working in the Admin Portal, but now we are going to see the Published Site.
First we will need to publish our updates.
View it in the Published Site
Explanation of the Published Site
The published site is where you send your customers and employees to use your knowledge base. Right now you are looking at an article in the Published Site. Your users can also browser a Table of Contents or search for articles.
Tour of the Published Site
We will just highlight a few parts of this page:
- The breadcrumb - this allows us to quickly jump to the Site, Manual or Chapter Table of Contents. In this example, "Employee Training" is the site, "Procedures" is the manual, and "Articles" is the chapter. We will explain this hierarchy in a moment.
- The article body.
- The Edit menu. This will only for authorized authors on your account.
- Additional Chapters/Articles. These will appear in the sidebar and can be configured.
- Print/PDF options. You can turn on/off options to show Print or PDF options for articles in your site
- Additional manuals. In this example these other manuals are under the label "Other Resources".
The hierarchy of a ScreenSteps Site
Let's take a moment and explain the organization of content in ScreenSteps.
A ScreenSteps site is organized with the following hierarchy:
- Manual
- Chapter
- Article
- Chapter
Let's view our list of manuals by clicking on Trial Site [Rename me] in the breadcrumb.
Click the breadcrumb to go to the Table of Contents
"Trial Site [Rename me]" is the name of the example site that is created in your trial. Clicking its title takes us to the Table of Contents. Later on you can rename your site.
The Site Table of Contents
Here is the Site table of contents:
- This is the main search bar. All of the text and colors here can be customized.
- Here are the two manuals in our site, "Procedures" and "Policies". You can add as many manuals as you like, change the icons and the color of the manual tiles.
- This is the "Contact" section. You can turn this on/off as well as update the text and colors here.
- This is the User menu. It will allow you to logout or access the Admin Portal.
View a Manual Table of Contents
Select your article and return to the Admin Portal
Explanation of the Published Site vs. the Admin Portal
Next Steps
That is it for this your. We hope you have found it helpful. Visit the help site for additional help or get in touch with our team if you need anything at all.


























