How do I create a manual?
Updated Jun 05, 2020
Organizing Content
Sites
11
- What is a site and who can see it?
- How do I create a site?
- How to change the site you are working in
- How do I edit a site?
- How do I make a site public?
- How do I make a site private?
- How to access a site
- How to delete a site
- How do I make a site hidden from search engines?
- How to hide a site from the site listing page
- Article Report (export a CSV of your site article titles, status and owners)
Manuals
14
- What is a Manual?
- How do I create a manual?
- How do I edit the properties for a manual?
- How do I create articles in a manual?
- How to re-order manuals
- How do I unpublish (hide) or publish (unhide) a manual?
- How do I move a chapter to another manual?
- How do you refresh a manual to see the latest changes?
- How to remove or delete a manual
- I removed my manual from my site and now I can't find it
- Add orphaned manuals to a site
- How do I share a manual between sites?
- How do I duplicate a manual and add it to another site?
- How do I add manuals to a site?
Chapters
7
- What are chapters?
- How do I create/edit chapters?
- How do I show (publish) or hide (unpublish) a chapter in a manual?
- How to auto-number chapters and articles in a manual
- How to copy a chapter to another manual
- How do I move a chapter to another manual?
- How do I provide a link to a chapter in a manual?
Articles
27
- What are articles?
- How to create an article
- How do I duplicate an article (make a copy)
- How do I remove/delete an article from a chapter?
- Uncategorized articles
- Create an uncategorized article
- Move Uncategorized article to manual
- How to move, duplicate, or reference articles between manuals or sites
- 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?
- How to publish or restore a previous version of an article
- How to add or remove tags from an article
- How do I share the URL for an article from the administration area?
- How do I permanently delete an article?
- How to add an article to a manual from the All Articles list
- How to see where an article is being used in your account
- How do I find unpublished articles?
- How can I send a user to a specific spot in my article?
- Improving article search results for specific terms
- How to exclude an article from search results
- How do I move an article from one chapter to another?
- Recovering an article from the trash
- Quickly finding an article in your account
- What are article aliases?
- Filter articles by tag and other properties
- Bulk Edit Article Properties and Actions
Other Resources
-
Setting Up ScreenSteps
- Overview of ScreenSteps
- Customize Your Site
- Integrations
-
Using ScreenSteps
- Admin Tasks
- Authoring Content
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on
- Notifications (Beta)
-
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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