Desktop editor 1-9 - additional tips

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Below are several videos that explain specific aspects of the desktop editor in more detail.

Content blocks

Depending on if you are creating an Article, Checklist, or Workflow, your options will be slightly different.

Article Checklist Workflow
Heading Heading Heading

Checklist Checklist



Paragraph Paragraph Paragraph
Image Image Image
Screenshot Screenshot Screenshot
Table Table Table
HTML Embed HTML Embed
HTML Embed
Code Code Code
Attachment Attachment Attachment
Overview of Salesforce

Images and annotations

You can add multiple images together, change the size of the image by dragging the corner or by right-clicking on the image, or right click to see a menue that includes cropping or replacing the image.

You can drag the handles to create more space around the image. This can come in handy if you need additional space for adding annotations.

Regarding annotations, you have some control over modifying the look of the annotations. Just select the annotation and navigate to the content inspector. You’ll see options for changing the color, shadow, etc.

If you want to save your annotation settings, just create a preset.


Headings are not formatted the same way in screenSteps as they are in Word or Google Docs. In Word and Google docs, you can select text and turn it into a Heading 1, heading 2, heading 3, heading 4, etc.

Watch the video below to learn how to create different heading styles.

Indent and outdent headings

You can indent and outdent your headings by right clicking on the Heading block and selecting Indent or Outdent.

You have three different options when you create a link:

  1. External URL
  2. Knowledge base article (e.g. another ScreenSteps article)
  3. a heading within the same article (e.g. creating a table of contents at the top of your article).

If you choose to link to another ScreenSteps article (knowledge base), you can choose Inline link. That will show the article you are linking to in a modal. The benefit is that your readers aren’t thrown to a new window or browser tab. When the reader is done reading that article, they are back where they were before. 

Also, when you link to another ScreenSteps article, you can either search for the article or navigate to it. You can also link to a specific spot within an article by linking to a heading.

Text Styles

In ScreenSteps, you can change the styles of a paragraph block so that it shows as a warning or an FYI.

Text Prompt (i.e. script)

You may want to create documentation for your support reps and agents who help customers. For these situations, you could include a script for what to say.

Published / Unpublished / Draft

If you are working on a ScreenSteps article and do not want end-users to see it, then save it as a draft. You can generate a preview URL by clicking on the article title in the Admin area and clicking generate preview URL.

If you want end-users to see your work, click save & publish.

If you have a published article that you are making changes to, you’ll have a published version that end-users see and a draft version that you are editing. Just make sure to save your changes as draft if you don't want end-users seeing your changes quite yet.


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