Overview of Authoring
4 Articles
5 Workflows
- 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
31 Articles
1 Checklist
12 Workflows
- 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
Working with Images
19 Articles
2 Workflows
- 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
Working with Annotations
11 Articles
- 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
Article Management
11 Articles
- 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
Working with a Team of Authors
8 Articles
2 Workflows
- 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
Certifying Content
7 Articles
1 Workflow
- 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
10 Articles
1 Workflow
- 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
Video
7 Articles
- 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