Recent updates
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Overview and Authentication (v2 JSON API)
Updated onArticleThe ScreenSteps v2 JSON API is designed to allow you to:
- Extract content from your ScreenSteps site for backup purposes
- Extract content from your ScreenSteps site for publishing to other systems
- Create and update content in your ScreenSteps account
Setting Up ScreenSteps Integrations API
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What are the different types of users?
Updated onArticleThis article will describe the different types of users that can be created in your ScreenSteps account.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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How to Change a User's Role
Updated onArticleIf you need to make a Contributor a Reader, or a Reader an Admin, you can simply modify their role by following these instructions.
Note: You must be an Admin to change another user's role.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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Add ScreenSteps Styles, Foldable Sections, Checklist, and Workflow features to Zendesk HC
Updated onWorkflowIn 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, Checklists, and Workflow articles all require additional CSS and JavaScript to work properly.
Setting Up ScreenSteps Integrations Zendesk Integration
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Custom CSS recipes for PDF templates
Updated onArticlePDF Templates in ScreenSteps are created with HTML, CSS, and Javascript and then processed using the Prince PDF engine. This means you can customize how things look by adding your own CSS. This article contains CSS examples that you can use in the Custom CSS tab of the PDF Template editor in the ScreenSteps admin area to change the appearance of your PDF output.
Using ScreenSteps PDFs Managing PDF Templates
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Add Several Users at Once: Bulk CSV File Upload
Updated onWorkflowThis 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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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 to Delete a Redirect
Updated onArticleUsing ScreenSteps Admin Tasks Managing Sites
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Creating Redirects
Updated onWorkflowRedirects allow you to redirect external links coming into your ScreenSteps site to a different url. For example, if you rename the slug on a manual in your Site then you can use a redirect to point external links pointing to the old slug to the new slug. Or if you move an article from one site to another you can redirect external links to that article to the new article location.
Using ScreenSteps Admin Tasks Managing Sites
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Redirects Settings Explained
Updated onArticle- The id or permalink of your manual. This is the number or word that comes right after /manuals in your url. (Click here for instructions: How to determine if a manual uses a slug)
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Examples:
- https://help.mysite.com/m/my-manual – use my-manual
- https://help.mysite.com/m/34 – use 34
- Chapter ID (optional): only fill in this field if you are setting up a redirect for a url that points to a chapter. (Click hre for instructions: How to Locate the Chapter ID)
- Article ID (optional): only fill in this field if you are setting up a redirect for a url that points to an article. Only use the numeric portion of the ID. (Click here for instructions: How to Locate the Article ID)
- Examples:
- https://help.mysite.com/m/my-manual/l/43242-my-article – use 43242
- Redirect to URL: the page you want visitors to be redirected to when the redirect is triggered.
Using ScreenSteps Admin Tasks Managing Sites