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@example.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
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.
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.
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!