Recent updates
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An overview of setting up the Salesforce and ScreenSteps integrations
Updated onArticleThe first step is to create your ScreenSteps account. You can sign up for a free trial here:
http://screenstepslive.com/signup
The setup wizard will walk you through the steps of creating and publishing your first manual.
Additional Help Resources Salesforce and ScreenSteps Overview
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What are the different types of users?
Updated onArticleThis article will describe the different types of users that can be created in your ScreenSteps account.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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How to Enable Copy to Clipboard for a Paragraph Content Block
Updated onWorkflowThe Copy to Clipboard icon makes sharing portions of content from within your articles quick and easy. Just click the icon associated with a block (see below) in order to copy all of the content within it and then paste it into a support ticket, chat thread, email, etc.
The icon is automatically added to all Code content blocks and users on current plans can selectively add it to Paragraph content blocks using the steps below. If you are on a legacy plan and are interested in switching to a current plan in order to enable this and other features, reach out to us at <[email protected]>.
Using ScreenSteps Authoring Content Writing Articles
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Generating a ScreenSteps API Token
Updated onArticleAPI Tokens can only be used with admin or editor user accounts. Do not use API tokens in a situation where the resulting authorization string can be seen by the public.
Setting Up ScreenSteps Integrations API
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How to Embed HTML (and Add Video to ScreenSteps Articles)
Updated onWorkflowWhen editing an article you can follow these instructions to add HTML to an article. This is also how you would add videos to your ScreenSteps article.
Using ScreenSteps Authoring Content Writing Articles
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How to Bulk Edit Article Properties and Actions (e.g. Move, Publish, Status)
Updated onWorkflowThis option is only visible when viewing an article list (ie. within a chapter, within the "All Articles" view for a site, or within the "All Content" view for all sites).
Setting Up ScreenSteps Organizing Content Articles
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How to Track Certification for an Article
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at <[email protected]>.
Using ScreenSteps Authoring Content Certifying Content
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How to Set a Default Certification Cadence
Updated onArticleIf you want to change the default certification cadence from 90 days, you can do so on a per site basis in your Site Settings by following the steps below.
Using ScreenSteps Authoring Content Certifying Content
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How to Download a PDF Version of your Article, Chapter or Manual from the Web Browser Application
Updated onArticleIn the ScreenSteps web browser application you can download a PDF version of the published content in an article, a chapter or the entire manual.
Note that only published content will be included in the PDF file. Draft or unpublished content will not be included.
Also, due to their interactive nature and the fact that they include several possible paths, Workflow articles cannot be exported as PDF.
Using ScreenSteps PDFs Getting Started with PDFs
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Adding a Group / User to View a Manual
Updated onArticleIf a group is unable to view a manual, you simply need to add that group to the manual's permissions by following these instructions.
Using ScreenSteps Permissions Viewing (Reader) Permissions