Recent updates
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Custom CSS recipes for PDF templates
Updated onArticlePDF Templates in ScreenSteps are created with HTML, CSS, and Javascript and then processed using the Prince PDF engine. This means you can customize how things look by adding your own CSS. This article contains CSS examples that you can use in the Custom CSS tab of the PDF Template editor in the ScreenSteps admin area to change the appearance of your PDF output.
Using ScreenSteps / PDFs / Managing PDF Templates
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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 <billing@screensteps.com>.
Using ScreenSteps / Single Sign-on / Single Sign-on
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Add Several Users at Once: Bulk CSV File Upload
Updated onWorkflowThis article will show you how to import users from a CSV file. This will come in handy if you want to:
- Add Readers, Contributors, or Admins to your account in bulk.
- Assign Readers, Contributors, or Admins to a User Group in bulk.
- Update current user roles (e.g. from Reader to Contributor) in bulk.
Using ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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How to Export a CSV of your Users
Updated onArticleUsing ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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ScreenSteps Overview
Updated onArticleScreenSteps 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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How to Download a PDF Version of your Article, Chapter or Manual from the Web Browser Application
Updated onArticleIn the ScreenSteps web browser application you can download a PDF version of the published content in an article, a chapter or the entire manual.
Note that only published content will be included in the PDF file. Draft or unpublished content will not be included.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to Delete a PDF Template
Updated onArticleThis article will show you how to delete a PDF template from your account. This cannot be undone!
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to Choose a Specific PDF Template for a Manual
Updated onArticleBy default, when users download a PDF of a manual, the PDF template assigned to the site the manual belongs to will be used. If you would like to use a different PDF for a manual, you can assign one using the instructions below.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to Choose a Specific PDF Template for a Site
Updated onArticleYou can specify which PDF template to use for each site in your account. To begin, go to the Settings page for your site.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to Create a PDF Template
Updated onArticleLearn where to find PDF templates in the web browser application.
Using ScreenSteps / PDFs / Getting Started with PDFs