Recent updates
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Bulk edit article viewing permissions
Updated on Jul 09, 2020ArticleIf you would like to manage viewing permissions for an entire chapter (e.g. make a chapter's content not visible to certain users), you can change the permissions in bulk.
Setting Up ScreenSteps / Customize Your Site / Viewing Permissions
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ScreenSteps Overview
Updated on Jul 02, 2020ArticleScreenSteps is a knowledge management system specifically designed for creating and managing procedure documentation. Companies use ScreenSteps as their knowledge management system to support customers and to support their internal workforce (contractors, employees, temps).
Examples of typical content that customers create in ScreenSteps include:
- Job Aids
- Standard Operating Procedures
- Quick-reference guides
- Checklists
- Decision trees
- Call Flows
- How-tos
ScreenSteps has built-in tools to create documentation from scratch and also allows you to include videos, GIFs, and e-Learning exercises that you create in other applications.
Click here to learn how to create your first article in ScreenSteps.
Setting Up ScreenSteps / Overview of ScreenSteps / Basics of ScreenSteps
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Code format vs. Code block
Updated on Jul 01, 2020ArticleWhen you are writing an article, you may want to incorporate a code style for specific content. This can be accomplished in two ways.
Using ScreenSteps / Authoring Content / Writing Articles
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Bulk Edit Article Properties and Actions
Updated on Jul 01, 2020ArticleThis option is only visible when viewing articles within a chapter.
Setting Up ScreenSteps / Organizing Content / Articles
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How do I share a manual between sites?
Updated on Jul 01, 2020ArticleSharing a manual will enable you to share content between sites at the manual level. By following these procedures, you can create content in a manual, share it between sites, and when you make updates to the manual in one site, the changes will be reflected in each site the manual has been shared to.
Setting Up ScreenSteps / Organizing Content / Manuals
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Turn your Microsoft Word documents into ScreenSteps articles
Updated on Jun 29, 2020ArticleWith the ScreenSteps editor opened, click Window > Launch Pad.
Additional Help Resources / Migrating Existing Content to ScreenSteps / Office Applications
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How do I use slugs?
Updated on Jun 29, 2020ArticleEach site and manual can have a slug. A slug is a string that you assign which will be used in the URL for the site or manual.
Using ScreenSteps / Admin Tasks / Managing Sites
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How do I add viewers to a site (i.e. give individual users permission to view a site)?
Updated on Jun 25, 2020ArticleBy assigning Reader users, API Access users, and Groups to a protected site you can grant users access to the content in the protected site. These users cannot upload lessons or modify content. You are simply giving these users permission to view the content in a site.
Using ScreenSteps / Admin Tasks / Viewing Permissions
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Filter articles by tag and other properties
Updated on Jun 23, 2020ArticleFrom the All Content are or an individual site you can use the All Articles section to search articles. You can filter articles by tags, owner, status, and more so you can find any article in your knowledge base.
Setting Up ScreenSteps / Organizing Content / Articles