Recent updates
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How to Update the Text at the End of the Workflow (to change it from "congratulations, you are done!")
Updated onArticleSetting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
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How to publish or update individual articles to Zendesk
Updated onArticleGo to the manual > chapter that contains your article. Click the action menu next to the article title . Select Push update to Zendesk HC to publish individual articles.
Setting Up ScreenSteps Integrations Zendesk Integration
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"Unable to initialize spell checking library" error
Updated onArticleIf you see an error when launching ScreenSteps on Windows that begins with "Unable to initialize spell checking library" then your operating system is most likely missing some Microsoft files that ScreenSteps requires in order to run. To fix the issue, visit https://learn.microsoft.com/en-US/cpp/windows/latest-supported-vc-redist?view=msvc-170 and download the x86 version of the Visual Studio 2015, 2017, 2019 and 2022 redistributable. The screenshot below shows which link you should use (accurate at the time of this writing):
Setting Up ScreenSteps Authoring Content Troubleshooting
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How to Duplicate a Manual and Add it to Another Site
Updated onArticleIn some cases, you may want to duplicate a manual and add it to another one of your ScreenSteps sites in your account.This will make a new copy of all articles and chapters in the manual. The new manual will have "(copied)" appended to the name. The chapters and articles will not be renamed.The published state of the new manual, chapters, and articles will be inherited from the content being copied.
Setting Up ScreenSteps Organizing Content Manuals
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ScreenSteps FAQs for IT Teams
Updated onArticleThis article is for IT teams that have been tasked with configuring ScreenSteps for their organization.
Additional Help Resources FAQs General FAQs
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How do I publish a draft version of an article?
Updated onArticleOnce you are done working on draft changes to an article it is time to publish it for the public to see.
Setting Up ScreenSteps Authoring Content Article Management
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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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Configuring Identity Providers for your Account or Sites
Updated onWorkflowBy default, access to your ScreenSteps Admin area and the published sites are controlled using a ScreenSteps username/password. This article will explain the other Identity Provider (IDP) options you have (e.g. single sign-on) and show you where you can configure them.
Using ScreenSteps Admin Tasks Additional Topics
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How do I change the subdomain of a site that uses Single Sign-on?
Updated onWorkflowIf you are going to change the subdomain of a ScreenSteps site and Single Sign-on (SSO) is configured for that site, then you will need to update the SSO settings in your SSO provider (e.g. Microsoft Entra ID, Google, or Salesforce). This article will walk you through the process.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on FAQs