Getting Feedback on Specific Manuals
Updated on Sep 17, 2020
When 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.