Recent updates
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How do I add/remove viewers to a group?
Updated on Feb 11, 2021ArticleFollow the instructions below to add viewers to, and remove viewers from, a group.
Using ScreenSteps / Admin Tasks / Viewer Groups
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Hosting, Availability, and Security
Updated on Feb 05, 2021ArticleWhere is ScreenSteps hosted?
ScreenSteps is hosted on the Amazon Cloud in Northern Virginia. No other hosting options are available.
Can I host ScreenSteps on my own server?
You cannot host the ScreenSteps web application on your servers, but there are options for hosting ScreenSteps generated content on your servers. See Hosting Options for more details.
Additional Help Resources / FAQs / Security and Hosting FAQs
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How to write a great roadblock article
Updated on Feb 01, 2021ArticleHere at Blue Mango, we talk about two types of help articles:
- Those designed to remove roadblocks for your customers, and
- Those designed to provide a road map for your customers
This article focuses on the first type, and will teach you how to create awesome "roadblock" articles. Read more about roadblocks and road maps.
The steps to writing great roadblock articles are:
- Create a great title
- Answer the question with screenshots
- Add a header for each screenshot
- Add instructional text (if needed)
- Publish it
Following these steps will help you approach your documentation in an organized way and allow for you to create a lot of quality “roadblock” articles in very little time.
Additional Help Resources / Best Practices / How to write your documentation
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Add ScreenSteps Styles, Foldable Sections, and Workflow features to Zendesk HC
Updated on Jan 14, 2021WorkflowIn order for all articles authored in ScreenSteps to look and function correctly in Zendesk you will need to add some CSS and JavaScript to your Zendesk Help Center template. For example, styled paragraphs, Foldable Sections, and Workflow articles all require additional CSS and JavaScript to work properly.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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Using ScreenSteps for Customer Support: Where should I publish my content?
Updated on Jan 13, 2021ArticleUsing ScreenSteps to create customer support documentation is simple, fast and effective. But before you can really start using ScreenSteps to improve your customer support you need to figure out where you are going to send your customers to view your documentation.
ScreenSteps offers you several options for delivering your documentation.
- Send them to your ScreenSteps site
- Integrate ScreenSteps with Zendesk and send your customers to Zendesk.
- Use the ScreenSteps API to pull content into your own app or publishing system.
Here are some tips to help you make your decision.
Setting Up ScreenSteps / Organizing Content / Overview of Organization
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Overview of User Permissions
Updated on Jan 11, 2021ArticleThis article will give you a high-level overview of how permissions work in ScreenSteps. Note: Not all permissions features are available on all ScreenSteps plans. If you are unable to apply permissions at the Manual or Chapter level, reach out to support@screensteps.com to learn how you can upgrade.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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Add Several Users at Once: Bulk CSV File Upload
Updated on Dec 17, 2020ArticleThis 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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Adding Contributor Permissions to an Article
Updated on Dec 16, 2020ArticleTo apply authoring permissions to an article:
- Click the padlock icon next the article title.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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Adding Contributor Permissions to a Chapter
Updated on Dec 16, 2020ArticleTo apply authoring permissions to a chapter:
- Click the padlock icon next the chapter title.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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Adding Contributor Permissions to a Manual
Updated on Dec 16, 2020ArticleTo apply authoring permissions to a manual:
- Click the padlock icon next the manual title.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)