Recent updates
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View Completed Checklists
Updated on Sep 16, 2020ArticleScreenSteps includes viewing analytics on the Small Business Plan and above. Viewing analytics is to be used on internal documentation. Public facing knowledge bases are recommended to use Google Analytics.
Using ScreenSteps / Admin Tasks / Reports
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How do I use Remote Authentication to access my sites or admin area?
Updated on Sep 16, 2020ArticleIn ScreenSteps you set up Remote Authentication using Single Sign-on endpoints. This article describes the relationship between Single Sign-on endpoints, domains, sites, the ScreenSteps administration area, and the ScreenSteps desktop application.
Using ScreenSteps / Single Sign-on / Single Sign-on
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How do I share the URL for an article from the administration area?
Updated on Sep 16, 2020ArticleMany times you will want to send the url for an article to a customer or other user. This article will show you how to easily get the urls for those articles from the administration area.
Setting Up ScreenSteps / Organizing Content / Articles
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How to re-order manuals
Updated on Sep 16, 2020ArticleWhen you hover your mouse to the left of a manual title, an icon will appear.
Setting Up ScreenSteps / Organizing Content / Manuals
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How to view all revision notes
Updated on Sep 16, 2020ArticleView all the revision notes that have been added to all the articles in your site.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How do I duplicate a manual and add it to another site?
Updated on Sep 15, 2020ArticleIn some cases, you may want to duplicate a manual and add it to another one of your ScreenSteps sites in your account.
This will make a new copy of all articles and chapters in the manual. The new manual will have "(copied)" appended to the name. The chapters and articles will not be renamed.
Setting Up ScreenSteps / Organizing Content / Manuals
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How do I set owner or status of an article?
Updated on Sep 15, 2020ArticleYou can use article status to track the progress of an article from creation to review to approval. This setting is only to help you with your workflow. It does not affect how the article is displayed to the end user.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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Set viewing permissions
Updated on Sep 15, 2020WorkflowIn ScreenSteps, you can manage viewing permissions at the site level or at the individual article level.
Using ScreenSteps / Admin Tasks / Viewing Permissions
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How to move, duplicate, or reference articles between manuals or sites
Updated on Sep 14, 2020ArticleIf you create an article and would like to move it to another manual, create a duplicate of it, or reference the article in another manual, follow these instructions.
Setting Up ScreenSteps / Organizing Content / Articles
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How do I invite a viewer to a site?
Updated on Sep 14, 2020ArticleBy sending an invitation to a user you can invite them to view a site on your account. They will be able to create their own username and password but will only have access to the site you invite them to.
Using ScreenSteps / Admin Tasks / Viewing Permissions