How to Add the ScreenSteps Component to Cases Page

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1. Add ScreenSteps Component

1.1. Open Cases Tab

If you do not yet have any Cases then you should select the New button to create one. Otherwise, click to open any existing case.

1.2. Click to Edit Page

1.3. Search for ScreenSteps Knowledge Base Component

1.4. Drag to the desired location

Click and drag the ScreenSteps Knowledge Base Component from the left-hand panel into the desired location on the Case Page.

1.5. Drop it in place

1.6. Click Save

2. Activate the page (if not already)

2.1. Click to Activate

If the page isn't already activated, you'll see a popup asking you to either activate it now or wait until later. If you're ready, click Activate.

2.2. Click to Remove as Org Default

2.3. Select Desktop and phone > Next

2.4. Click Save


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