ScreenSteps

How to Install the ScreenSteps Browser Extension

Updated

The ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <billing@screensteps.com>.

Our platform makes contextual help possible via the ScreenSteps Browser Extension. This way, you don't have to worry about APIs or integrations to give employees contextual help for all the web applications you use internally.

With the browser extension, you can provide contextual help for your Salesforce objects, Netsuite, BusinessWorld, and all of the other web apps you use.

Just follow these 3 steps to access the browser extension:

1. Download the extension

Google Chrome: open the browser and click this link >> ScreenSteps for Chrome >> to download the extension.

Microsoft Edge: open the browser and click this link >> ScreenSteps for Edge >> to download the extension.

2. Authenticate to your account

After you download the extension, open up a new tab and sign into the extension using the site subdomain your Admin provided.

What's my site subdomain?

Your ScreenSteps Admin can find the subdomain in the ScreenSteps Site Access page as shown below.

Sign into ScreenSteps

If you aren't already logged in to your ScreenSteps knowledge base, you will then be asked to log in with your username and password.

Success!

Once you see the "Congratulations..." you can close the extension and continue on with your day.

3. Access contextual help

View your content

Once you set up contextual help channels in the Admin area, you can  access your team's guides, policies, and SOPs from (1) the ScreenSteps icon tab. Or, if the tab doesn't appear because you haven't set up a contextual help channel, you can access your documentation from (2) the extension icon at the top of your browser.

You are done. Great job!

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