Recent updates
-
How do I use slugs?
Updated onArticleEach 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
-
Where is my site's slug?
Updated onArticleIf you are not familiar with slugs, read about them in our article on slugs.
Additional Help Resources / Salesforce and ScreenSteps / Salesforce Contextual Help Troubleshooting
Article also found in:
-
Viewing Permissions for a Published Site
Updated onArticleDepending on your business you may want to make your ScreenSteps knowledge base public or private. This article will explain the options you have for protecting your content on your ScreenSteps site.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
-
Understanding the different ways you can authenticate users to view your ScreenSteps site
Updated onArticleMany businesses want to control access to their ScreenSteps site. There are several ways you can approach this depending on your needs. This article will describe some key concepts and approaches.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
-
Is my account set up for Copy Requests?
Updated onArticleIn order to move content from one ScreenSteps account to another ScreenSteps account, you must have Copy Requests enabled.
Copy Requests must be enabled on both accounts that are transferring content.
Follow the instructions below to determine whether Copy Requests have been activated on your account.
Using ScreenSteps / Admin Tasks / Additional Topics
-
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:
-
How to display sidebar content in an article view
Updated onArticleCustomize what appears in the sidebar when readers are viewing an article by following these instructions.
Setting Up ScreenSteps / Customize Your Site / Customizing the 2019 (New) Template
-
How do I make a site public?
Updated onArticleThe article will show you how to configure your site so that users aren't required to login before viewing your help articles.
Setting Up ScreenSteps / Organizing Content / Sites