Recent updates
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Using the ScreenSteps desktop editor
Updated on Jun 03, 2020WorkflowThe ScreenSteps desktop editor is a word processor for creating documentation. It's simple, yet very powerful. You can create basic FAQs, straight-forward checklists, or complex workflows.
This article will walk you through the basics of using the Desktop editor. But before you begin, make sure you've already downloaded the desktop editor and set it up.
Setting Up ScreenSteps / Overview of ScreenSteps / Using ScreenSteps
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Create your first article in ScreenSteps
Updated on Jun 03, 2020WorkflowThis is a basic tutorial for creating an article using the ScreenSteps web editor. After you learn the basics of creating content in the web editor, we suggest you try out the desktop editor. The desktop editor has options for capturing and annotating screenshots.
Using ScreenSteps / Authoring Content / Overview of Authoring
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New Admin Interface
Updated on Jun 03, 2020ArticleWe're excited to drop the first of many updates to the Admin Area of ScreenSteps. In this first update, our focus was on making it easier to navigate and manage all of your manuals. The new interface is more intuitive, so you shouldn't have much trouble once you get the basic navigation down.
Check out the video for a quick overview of the changes. Then, continue scrolling to see screenshots of the new interface along with additional explanations.
Additional Help Resources / Announcements / Announcements
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Article Report (export a CSV of your site article titles, status and owners)
Updated on May 29, 2020ArticleThe exported CSV file will have the following information for each article:
- ID
- Title
- Status
- Owner
- Created at
- Posted at
- Published?
- Chapter Title
- Chapter is Published?
- Manual Title
- Manual is Published?
- Source Article ID (This is for referenced articles that show up multiple times in a site).
- Published URL
- Restricted (TRUE/FALSE)
- Viewing Groups
- Tags
If the Chapter and Manual information is blank then the article is an Uncategorized article (not part of a chapter).
Using ScreenSteps / Admin Tasks / Reports
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The ScreenSteps Google Chrome Extension for Contextual Help and Information
Updated on May 27, 2020ArticleThe ScreenSteps Google Chrome Extension allows you to provide your employees with the information and guidance they need in any web application they access through the Google Chrome Browser. You can see a short video explanation below.
Using ScreenSteps / Contextual Help / Setting up Contextual Help
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Set up Single Sign-on
Updated on May 26, 2020WorkflowBy default, ScreenSteps allows you to manage viewing privileges to your content by creating users and viewing groups in your ScreenSteps account.
Single Sign-on allows you to incorporate a 3rd party user management system with your ScreenSteps account so that you do not have to manage users in two separate places (or inconvenience your end users by making them remember another login and password).
Using ScreenSteps / Single Sign-on / Single Sign-on
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Courses
Updated on May 22, 2020ArticleThis article will give you an overview of Courses in ScreenSteps. Courses are an optional add-on to most plans.
Using ScreenSteps / Creating Courses / Using ScreenSteps Courses
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Add Several Users at Once (Bulk Upload)
Updated on May 21, 2020WorkflowThis article will show you how to import users from a CSV file. This will come in handy if you want to:
- Add Readers, Learners, Editors, or Admins to your account in bulk.
- Assign Readers, Learners, Editors, or Admins to a Viewer Group in bulk.
- Update current user roles (e.g. from Reader to Learner) in bulk.
Follow the instructions below and you'll be done in less than 15 minutes.
Using ScreenSteps / Admin Tasks / Users (Admins, Authors, and Viewers)