Recent updates
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How to update your Zendesk connection settings in ScreenSteps
Updated on Sep 11, 2020ArticleIf you change your API key in Zendesk or need to change the user you use to connect ScreenSteps to Zendesk then you will need to update your connection settings in ScreenSteps.
For information on generating a new Zendesk API key refer to the following article in the Zendesk Help Center:
https://support.zendesk.com/hc/en-us/articles/226022787-Generating-a-new-API-token-
Setting Up ScreenSteps / Integrations / Zendesk Integration
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Import individual Zendesk articles into ScreenSteps
Updated on Sep 11, 2020ArticleThis article assumes you have already set up your Zendesk integration and simply need to import individual articles from Zendesk into ScreenSteps (likely because you or your team created content directly in Zendesk as opposed to creating it in ScreenSteps and publishing to Zendesk).
Setting Up ScreenSteps / Integrations / Zendesk Integration
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How to delete a category, section, or article in Zendesk
Updated on Sep 11, 2020ArticleWhen you delete a manual, chapter, or article in ScreenSteps you have the option of also deleting the corresponding category, section, or article in Zendesk. This article will show an example of deleting an article in Zendesk when you move it to the trash in ScreenSteps. This is done using the Delete in External Service option. Deleting categories or sections in Zendesk when you delete a manual or chapter in ScreenSteps is done the same way.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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How to exclude an article from search results
Updated on Sep 10, 2020ArticleYou can exclude certain articles from search results. These articles will still appear in the table of contents, but will not be searchable.
Setting Up ScreenSteps / Organizing Content / Articles
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How do I enable/disable comments for articles?
Updated on Sep 10, 2020ArticleIn ScreenSteps you decide whether or not you want comments to appear at the end of articles. You can control whether or not comments appear at the following three levels:
- Site settings
- Manual settings
- Article Settings
If comments are turned off for a site then no comments will appear for any articles in the site. If comments are turned on for a site then you can turn comments off for an individual manual by editing the manual properties. If comments are enabled for a site and a manual then the article setting can turn comments off for an individual article.
Setting Up ScreenSteps / Customize Your Site / Comments and Ratings
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Modify the site title/heading
Updated on Sep 10, 2020ArticleBy default the site title appears in the heading of your web portal. If you enter a custom site title value in the Settings > Text > Site Strings > Other section then editing the site title will not update the site heading.
Setting Up ScreenSteps / Customize Your Site / Basic Customizations
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Use an article template
Updated on Sep 10, 2020ArticleAuthors can select from a template when creating a new article. Great for when you assign an article to a team member and don't want them to start from a blank canvas. Click here to see how to create an article template.
Using ScreenSteps / Authoring Content / Article Management
Article also found in:
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How to get the public url for a site
Updated on Sep 10, 2020ArticleTo point users to your site you don't want to share links to your administration area. You want to send links that point to your public area.
Using ScreenSteps / Admin Tasks / Managing Sites
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How do I add manuals to a site?
Updated on Sep 10, 2020ArticleThis article will show you how to add existing manuals to a site. In other words, if you have a manual that exists in another site already, you can add it to another site.
Setting Up ScreenSteps / Organizing Content / Manuals