ScreenSteps

Generating a ScreenSteps API Token

Article

API Tokens can only be used with admin or editor user accounts. Do not use API tokens in a situation where the resulting authorization string can be seen by the public.

How to Embed HTML (and Add Video to ScreenSteps Articles)

Workflow

When editing an article you can follow these instructions to add HTML to an article. This is also how you would add videos to your ScreenSteps article.

How to Bulk Edit Article Properties and Actions (e.g. Move, Publish, Status)

Workflow

This option is only visible when viewing an article list (ie. within a chapter, within the "All Articles" view for a site, or within the "All Content" view for all sites).

How to Track Certification for an Article

Article

How to Set a Default Certification Cadence

Article

If you want to change the default certification cadence from 90 days, you can do so on a per site basis in your Site Settings by following the steps below.

How to Download a PDF Version of your Article, Chapter or Manual from the Web Browser Application

Article

Adding a Group / User to View a Manual

Article

If a group is unable to view a manual, you simply need to add that group to the manual's permissions by following these instructions.

Introduction for new users

Article

One of the main goals of ScreenSteps is to make it fast and easy to author great looking, visual documentation. In order to meet that goal we offer two articles editors. One article editor is available in the ScreenSteps web browser application. The second article editor is a desktop application that you download and install.

The approach we generally take is:

• Use the desktop client for any authoring that involves working with images at all. The desktop has a screen capture tool built in along with annotation tools.
• Use the web interface if we just need to make quick edits to the text of an article.

Can I use a shared user as a contributor/admin on my ScreenSteps account?

Article

Some customers want to save costs by creating a "shared" contributor or admin on their ScreenSteps account. This allows multiple people to login under the same username and password. Since ScreenSteps is billed based on the number of contributors/admins on their account this can help them decrease costs.

In this article we will explain why you shouldn't do this and what other options you have.

How to Set up Single Sign-on

Workflow

If you are going to be using ScreenSteps with another service such as Salesforce, Google Apps, Azure AD, or PhenixID, then choose one of those options below to set up Single Sign-on. If you are not using any of those services, then you will want to select either SAML (if you have SAML) or Remote Authentication (for all other situations).