Recent updates
-
Advanced Search Queries
Updated onArticleWhen you search for an article from your published site, ScreenSteps will search the following fields: Title Article body Additional Search Terms Tags Note that HTML in HTML content blocks will not be searched by default. To search the HTML in HTML content block use Full Text HTML searches.
Additional Help Resources FAQs General FAQs
-
How to Set up Single Sign-on
Updated onWorkflowSingle Sign-on makes it easier for users to authenticate to ScreenSteps and improve adoption of ScreenSteps. Refer to What is Single Sign-on? if you are not familiar with what Single Sign-on is.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
-
Assigning a new X.509 SAML Certificate to an Identity Provider configuration in ScreenSteps
Updated onWorkflowWhen you set up Single Sign-on using SAML in ScreenSteps you upload an X.509 Certificate in PEM format. This file is provided by your SAML provider. (If you are using Salesforce then the certificate is included in the Identify Provider Metadata file that you uploaded.) When that certificate expires you must upload a new certificate in order for your ScreenSteps SAML integration to continue to work properly.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on FAQs
-
How to Create Contributor User Accounts
Updated onWorkflowNote: Only Admin can create new user accounts.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
-
How to set the certification expiration of an article to a specific date
Updated onWorkflowSee here for background information on Content Certifications.
Setting Up ScreenSteps Authoring Content Certifying Content
-
Content Certification - Foundational Knowledge
Updated onArticleContent certification is an essential tool for maintaining up-to-date articles. It allows process owners to set a review cadence, ensuring timely updates. Certification reports help track article status, proving particularly useful for infrequent-use articles.
Setting Up ScreenSteps Authoring Content Certifying Content
-
How to Get Embed Code for a Video in Vimeo
Updated onArticleIf you are using the embed feature in ScreenSteps to include video and you need to get the embed code from Vimeo, follow the steps below.
Setting Up ScreenSteps Authoring Content Video
-
How to Enable Courses for a Site
Updated onArticleFor a general overview of Courses, see this article. Courses are available as an add-on to most ScreenSteps plans. For more information, see our pricing page.
Using ScreenSteps Admin Tasks Managing Sites
Article also found in:
-
Are my guides followable? (Digital Guide Checklist)
Updated onChecklistUse this checklist to evaluate and update your digital guides, making them findable, followable, and scannable.
Setting Up ScreenSteps Authoring Content Writing Articles
-
How to change the video thumbnail
Updated onArticleAfter you upload video in the editor, you will see the option to change the thumbnail. Follow the instructions below to change the thumbnail image.
Setting Up ScreenSteps Authoring Content Video