Recent updates
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How to Navigate to a Site's Template Editor
Updated onArticleThis article will show you how to navigate to your site's Template Editor so that you can customize the site design.
Setting Up ScreenSteps Customize Your Site Basic Customizations
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How to Navigate to the Comments Area
Updated onArticleSetting Up ScreenSteps Customize Your Site Comments and Ratings
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How to Configure a Vanity Domain to use a Custom SSL Certificate
Updated onWorkflowWhen you use a vanity domain with your site on ScreenSteps (e.g. help.my-domain.com) an SSL certificate is automatically generated (and renewed as needed) for you in order for secure connections to be made to the vanity domain over HTTPS. You have the option of uploading your own SSL certificate if you would prefer to manage the certificate yourself.
Setting Up ScreenSteps Customize Your Site Basic Customizations
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How to Save an Article
Updated onArticleWhen you opt to "Save as Draft" or "Save & Publish", you'll be presented with the following screen where you're given the option to update information and adjust various fields related to the article.
- Any noted changes will be logged in the article's Activity Stream
- Certification tracking can be turned on/off for an article, a process owner can be assigned, and a new certification can take place
- Any next actions will be logged in the article's Revision Notes
- The article can be assigned or reassigned
- A status can be set or changed
Setting Up ScreenSteps Authoring Content Article Management
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How to Get Feedback on a Specific Manual
Updated onWorkflowWhen you're working with a team of reviewers, you have a few different options for receiving their feedback.
You can have reviewers look at your ScreenSteps content:
- In a PDF document
- As an Editor
- As an End-user
What you do depends on your ScreenSteps plan level and what kind of access you want to give to your reviewers.
In a PDF document
You can choose to export your content as a PDF document and send it to your reviewers. This is the simplest way if you don't want to give your team of reviewers access to ScreenSteps. Reviewers will leave notes on the PDF and you will need to incorporate the suggestions in ScreenSteps.As an Editor
If you decide to give your reviewers Editor access, your reviewers can take advantage of the revision notes features, article assignments, and article status; however, if you are concerned about reviewers making edits to the actual content, then there are options for you to restrict Editor permissions (e.g. Editors can edit but not publish nor delete).As an End-user
You can create Reader accounts for your reviewers so they can look at your content in a published ScreenSteps site. The benefit of this is that your reviewers cannot modify content, but they can leave comments at the bottom of the article (if that feature is turned on for that site). The easiest way to accomplish this is to 1) create a "Staging" site 2) share specific manuals to that site 3) add your reviewers as Readers to that site.Instructions for doing any of those options can be found below.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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How to Reply to a Revision Note
Updated onArticleAfter you address a revision note, you can reply back. A history of replies is maintained.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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How to View the Content Block Associated with a Revision Note
Updated onWorkflowWhen you create a revision note it can be associated with the article as a whole or with a specific content block. This article will show you how to locate the content block a revision note is associated with.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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How to View All Revision Notes
Updated onArticleView all the revision notes that have been added to all the articles in your site.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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How to Notify Someone that They've Been Assigned an Article
Updated onArticleEach user has the option of receiving an email if they are made the owner of an article or a comment. These instructions will show you how to change the setting for your user account. If you are an Admin you can also change the setting for another user by editing their user profile and modifying their Email Subscriptions.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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How to Notify Another Author that a Change Needs to be Made
Updated onArticleScreenSteps lets you add notes to articles and notify other authors when changes need to be made. You can work with revision notes in the web article editor or the desktop article editor.
Setting Up ScreenSteps Authoring Content Working with a Team of Authors