Recent updates
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An overview of PDFs in ScreenSteps
Updated on Jun 05, 2020ArticleScreenSteps is primarily an online knowledge base platform, but it does support exporting content in PDF. This article will explain what PDF export options are supported and what you should expect when working with the PDF feature in ScreenSteps.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How do I edit the properties for a manual?
Updated on Jun 05, 2020ArticleSetting Up ScreenSteps / Organizing Content / Manuals
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How do I create a manual?
Updated on Jun 05, 2020ArticleSetting Up ScreenSteps / Organizing Content / Manuals
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How to add a category description
Updated on Jun 05, 2020ArticleThe category description is currently only available in the 2015 site template.
Setting Up ScreenSteps / Organizing Content / Categories
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Organizing manuals in Categories
Updated on Jun 05, 2020ArticleThis article will show you how to organize manuals in categories within your site. When you add a category, any manuals under the category will appear within the category.
Setting Up ScreenSteps / Customize Your Site / Basic Customizations
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How do I duplicate an article (make a copy)
Updated on Jun 05, 2020ArticleThis article will show you how to duplicate (i.e. create a copy of) an article that will not be affected by changes to the original article.
If you would like to have a copy of an article that has it's changes reflected in all copies of the article, you will want to reference the article (click here for more details).
Setting Up ScreenSteps / Organizing Content / Articles
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Viewing Permissions for Articles
Updated on Jun 04, 2020ArticleYou can restrict who can view articles in sites that are public or private. To do this, you must first create viewer groups.
Here is a quick overview of how viewing permissions work:
- By default articles are viewable to everyone who has access to a site unless you mark the article as "Restricted"
- Permissions are assigned to individual articles
- Permissions are based on reader groups that a user belongs to
- Admins can see all articles
Setting Up ScreenSteps / Customize Your Site / Viewing Permissions
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See end-user's view of knowledge base
Updated on Jun 04, 2020ArticleThis is how you view what your end-users will see when they visit your knowledge base.
Setting Up ScreenSteps / Overview of ScreenSteps / Using ScreenSteps