Recent updates
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How to change the name of your course
Updated onArticleYou can change the name of your course by following these steps.
Using ScreenSteps Creating Courses Using ScreenSteps Courses
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How do I use slugs?
Updated onArticleEach 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 to Create Contextual Help Channels
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <[email protected]>.
Using ScreenSteps Contextual Help Using Contextual Help
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Overview of User Permissions
Updated onArticleThis article will give you a high-level overview of how permissions work in ScreenSteps. Note: Not all permissions features are available on all ScreenSteps plans. If you are unable to apply permissions at the Manual or Chapter level, reach out to [email protected] to learn how you can upgrade.
Using ScreenSteps Permissions Overview of Permissions
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How to Set a Default Article Template for a Site
Updated onArticleNavigate to the site settings page.
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Create an Article Template
Updated onArticleYou can use article templates to create more consistent looking articles across your organization. For example, when an author is writing a policy, he or she can use your Policy Template, which can include prompts for filling in fields, tables, etc.
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Use the SCIM User Provisioning API
Updated onArticleThis feature is only available to users on our Enterprise plan. If you're interested in upgrading to an Enterprise plan, please reach out to us at <[email protected]>.
Using ScreenSteps Single Sign-on Single Sign-on
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How to update your Zendesk connection settings in ScreenSteps
Updated onArticleIf you change your API key in Zendesk or need to change the user you use to connect ScreenSteps to Zendesk then you will need to update your connection settings in ScreenSteps.
For information on generating a new Zendesk API key refer to the following article in the Zendesk Help Center:
https://support.zendesk.com/hc/en-us/articles/226022787-Generating-a-new-API-token-
Setting Up ScreenSteps Integrations Zendesk Integration
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Add ScreenSteps Styles, Foldable Sections, Checklist, and Workflow features to Zendesk HC
Updated onWorkflowIn order for all articles authored in ScreenSteps to look and function correctly in Zendesk you will need to add some CSS and JavaScript to your Zendesk Help Center template. For example, styled paragraphs, Foldable Sections, Checklists, and Workflow articles all require additional CSS and JavaScript to work properly.
Setting Up ScreenSteps Integrations Zendesk Integration