Recent updates
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Using ScreenSteps for Customer Support: Where should I publish my content?
Updated onArticleUsing ScreenSteps to create customer support documentation is simple, fast and effective. But before you can really start using ScreenSteps to improve your customer support you need to figure out where you are going to send your customers to view your documentation.
ScreenSteps offers you several options for delivering your documentation.
- Send them to your ScreenSteps site
- Integrate ScreenSteps with Zendesk and send your customers to Zendesk.
- Use the ScreenSteps API to pull content into your own app or publishing system.
Here are some tips to help you make your decision.
Setting Up ScreenSteps Organizing Content Overview of Organization
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Adding Contributor Permissions to an Article
Updated onArticleTo apply authoring permissions to an article:
- Click the padlock icon next the article title.
Using ScreenSteps Permissions Contributor Permissions
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Adding Contributor Permissions to a Chapter
Updated onArticleTo apply authoring permissions to a chapter:
- Click the padlock icon next the chapter title.
Using ScreenSteps Permissions Contributor Permissions
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Adding Contributor Permissions to a Manual
Updated onArticleTo apply authoring permissions to a manual:
- Click the padlock icon next the manual title.
Using ScreenSteps Permissions Contributor Permissions
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Adding Viewing Permissions to a Manual
Updated onArticleTo apply viewing permissions to a manual:c
- Click the padlock icon next the manual title.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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Adding Viewing Permissions to a Chapter
Updated onArticleTo apply viewing permissions to a chapter:
- Click the padlock icon next the chapter title.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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Adding file attachments to an article
Updated onArticleIn ScreenSteps a file can be attached to an article as part of the main content body. Just select File Attachment from the content insertion menu.
Setting Up ScreenSteps Authoring Content Writing Articles
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Launch Playbook
Updated onChecklistThe Implementation Playbook includes everything you need to consider and perform to successfully launch ScreenSteps in your organization. This is considered a living document and can be modified/customized to your organization's needs.
Additional Help Resources Implementation Guides Articles
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Create and Organize Documentation
Updated onArticleIn this webinar, we'll walk you through creating new articles in ScreenSteps and discuss different approaches to organizing your documentation.
Additional Help Resources Best Practices List of videos
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Configure SAML Settings in ScreenSteps for Salesforce
Updated onArticleRefer to the instructions in How do I remotely authenticate a user using ScreenSteps Remote Authentication? for creating a Single Sign-on endpoint. Make sure to select SAML as the mode when creating the endpoint.
Additional Help Resources Salesforce and ScreenSteps Single Sign-On with Salesforce (SAML) Articles