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Authoring Content
Overview of Authoring 9
- Introduction for new users
- How to Download and Install the ScreenSteps Desktop Editor
- Using the ScreenSteps desktop editor
- Create your first article in ScreenSteps
- What is the Launch Pad?
- Opening the Launch Pad
- The New Desktop Editor (with Workflows)
- Change my profile settings
- How do I update the ScreenSteps desktop editor?
Writing Articles 44
- How to Create an Article
- Understanding the article, checklist, and workflow articles types
- How do I rename an article?
- How do I edit an article?
- Add new content to an article
- Which text formatting options are available?
- How to Create an Article Template
- Use an article template
- Code format vs. Code block
- Add additional search terms
- Styling callout text blocks
- How to indent and outdent content (make a heading a subheading)
- Create a foldable section
- Update/Edit Hyperlink
- How to add a link to a heading within the same article, another Article, Chapter or Manual
- Add a Hyperlink to an External Web Page
- Create an Inline Link
- How to indent or outdent items in a list
- How to hide the inspector panel in the desktop editor
- Adding file attachments to an article
- Give a Heading an Anchor Name
- How to auto-number headings
- How to Embed HTML (and Add Video to ScreenSteps Articles)
- How to find the embed code for adding video from YouTube into a step
- Merge cells in a table
- Add columns and rows to a table
- Spell check
- Continue numbering from a previous text field
- Create a table of contents in an article
- Create a checklist article
- How to convert an article to a Checklist or Workflow or regular Article
- Converting a heading to a different content block type
- Create a Glossary
- How do I unpublish an article?
- How to Enable Copy to Clipboard for a Paragraph Content Block
- How to Set a Default Article Template for a Site
- How to embed a quiz/assessment into a ScreenSteps article or course
- How to Reference an email address in an article
- Taking Screenshots on Mac isn't working – showing blank desktop and no apps are visible
- Spellcheck Not Working on Web Editor
- Error while saving article because link to article, chapter, or manual has been removed from site
- Add additional search terms to an article using the Author Action Panel
- Creating an article from an audio recording
- Are my guides followable? (Digital Guide Checklist)
Working with Images 21
- How to capture images
- How to configure the keyboard shortcut for capturing images
- How to add existing images
- How to open the capture palette
- How do I resize images and the image canvas?
- How to Auto Scale Your Images
- How to add multiple images to image content
- What it looks like when you add multiple images
- How do I select images?
- How to replace an image
- How to Edit the ALT Text for an Image
- Adding a border around an image
- How to set the image export format
- How to crop an image
- How to capture an open menu
- Adding screenshots from a mobile device
- Change the order of images
- What size screenshot should I get?
- Export images from an article
- How to Turn Automatically Generated ALT Tags On/Off
- How to add a GIF to an article
Working with Annotations 11
- How to add annotations to your images
- How to blur information in images
- How to change the number sequences
- How to add letters to a sequence annotation (workaround)
- How to change the opacity in the rectangle tool
- How to align annotations
- Using annotation presets to create a standard look
- Change text color of a text annotation
- How to create an annotation preset from an existing annotation
- Change the color of the text box annotation border
- Change the size of the sequence annotation
Article Management 11
- What is a draft?
- How to use drafts
- How do I unpublish an article?
- 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 Create an Article Template
- Use an article template
- How to move or copy headings and other content blocks from one article into a new article
- How to Save an Article
- Overview of the Author Action Panel
Working with a Team of Authors 10
- How to Assign and Set the Status of an Article
- How to Provide Feedback to Editors (Using Notes)
- How to Notify Another Author that a Change Needs to be Made
- How to Notify Someone that They've Been Assigned an Article
- How to View Revision Notes and Other Activity for an Article
- How to View All Revision Notes
- How to View the Content Block Associated with a Revision Note
- How to Reply to a Revision Note
- How to Get Feedback on a Specific Manual
- Assigning Articles or Changing Status using the Author Action Panel
Workflow Articles 3
Certifying Content 8
- Content Certification - Foundational Knowledge
- How to Set a Default Certification Cadence
- How to Track Certification for an Article
- How to Certify or Recertify the Contents of an Article
- How to Manage the Content Certification Process via Reports
- How to Require/Not Require Process Owners for Article Certification
- How to Assign a Process Owner for Certifying Articles
- How to set the certification expiration of an article to a specific date
Troubleshooting 11
- Why is the screen black or gray when I try to capture the screen on Windows?
- When trying to capture a screenshot my screen shifts or resizes
- Generating a Log to Troubleshoot Internet Issues
- Sending ScreenSteps support information about your computer system
- Why does ScreenSteps freeze when I try to capture the screen?
- Failed Connect error
- How do I locate the image files used in the desktop article editor?
- Authorizing ScreenSteps to capture images on macOS Catalina (10.15) or later
- ScreenSteps Desktop won't open
- "Unable to initialize spell checking library" error
- Locating Crash Logs on Windows
Article Requests 6
Video 7
- Video Overview
- How to upload video
- What type of video/audio file can be used and what is the maximum video length that can be uploaded?
- How to change the video thumbnail
- How to reuse the same video in multiple articles
- How to record video within ScreenSteps
- How to Get Embed Code for a Video in Vimeo
Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Admin Tasks
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on and SCIM
- Notifications
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
- AI (Beta)
Recently Updated Articles
- Adding Viewer Permission Rules for an Existing Group
- Add or Modify Users in Bulk Using CSV Upload (Including Adding Remote Users)
- How to Deactivate users in bulk
- How to Export Content to Word / Docx
- How to Hide a Site from the Site Listing Page
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