How to Install the ScreenSteps Browser Extension

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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 <[email protected]>.

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.

Follow these steps to quickly help someone use the ScreenSteps Browser Extension.

1. Locate the ScreenSteps Browser Extension setup url for your site

Each ScreenStep site that has the ScreenSteps Browser Extension enabled has a setup page which will guide users through the installation process and then automatically configure the extension for them.

You can locate the extension setup url in the Site Settings view for your site. Click the Copy icon next to the url to copy it to the clipboard.

Settings | Help Site | ScreenSteps

2. Have users visit the ScreenSteps Browser Extension setup url

When the user visits the setup page the website will determine if the extension has been installed and configured to connect to ScreenSteps. If the extension is not installed then a link is provided to the appropriate store for the browser being used. If the extension is installed, but not logged in, then the extension will automatically be configured to connect to the site.

ScreenSteps Browser Extension setup page
ScreenSteps Browser Extension setup page

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.

Open extension

You are done. Great job!


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