Get Started with ScreenSteps (Checklist)

Updated Sep 25, 2019

Complete this checklist to get up and running with ScreenSteps.

After you sign up for a ScreenSteps account, the first thing you need to do is download the desktop editor––it will make authoring waaaaaaay easier when you need to include screenshots and image annotations.

Follow these instructions to download the desktop editor and connect it to your account.

Follow these instructions to bookmark your ScreenSteps Admin site.

Follow these instructions to view what your knowledge base (and see what your end-users would see).

This is going well, right! You have the desktop editor downloaded and you can easily get to the Admin area (so you can create and edit content) and the end-user site (so you can send users to your knowledge base).

Now, we're going to make sure you know how to create the basics.

Follow these instructions to create a manual. And check out this article if you're not sure how ScreenSteps is organized.

Follow these instructions to create a chapter.

Follow these instructions to see how to create an article.

Alright! You've got the basics down. Now, you have a couple of choices:

  1. Take this mini-course on how to write great FAQ articles
  2. Take this mini-course on the basics of using the desktop editor
  3. Take this mini-course on organizing your knowledge base

Feel free to ask questions by using the chat in the bottom right-hand side of the screen when you are in ScreenSteps.

You are done. Great job!

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