Recent updates
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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 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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How to Add a Logo to the Account Log In Page
Updated onArticleTo add a logo to your account's log in page (as shown below), follow the steps in this article.
Using ScreenSteps Admin Tasks Account Settings
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Configure Single Sign-on with Salesforce
Updated onArticleSingle sign-on is not required when using ScreenSteps with Salesforce but it does improve both security and convenience for your Salesforce users.
With single sign-on your you can require a login to view your ScreenSteps documentation site, but your Salesforce users will be able to login to ScreenSteps via Salesforce.
Additional Help Resources Salesforce and ScreenSteps Overview
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Setting up a User (i.e. Contributor) to Only Edit Specific Articles in a Chapter or Manual
Updated onArticleThis article will show you how to set up a Contributor user who can only edit or create articles in specific manuals or chapters.
You will need to do two things:
Using ScreenSteps Permissions Contributor Permissions
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Setting up a User (i.e. Contributor) to Only Moderate Comments
Updated onArticleThis article will show you how to set up a Contributor user who can only moderate comments that are left on the published site.
Using ScreenSteps Permissions Contributor Permissions
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Setting up a User (i.e. Contributor) to Manage and Publish All Content in a Site
Updated onArticleThis article will show you how to set up a Contributor user who can create and edit publish articles from the Admin area.
Using ScreenSteps Permissions Contributor Permissions
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Setting up a User (i.e. Contributor) to Edit But Not Publish All Articles on the Site
Updated onArticleThis article will show you how to set up a Contributor user who can only create and edit articles but cannot publish them.
Using ScreenSteps Permissions Contributor Permissions