Recent updates
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Locating the Entity ID or Issuer for SSO configuration
Updated onArticleWhen configuring a Single Sign-on (SSO) endpoint in ScreenSteps, you will need to enter an Entity ID (sometimes called the "Issuer") into the 3rd party SSO provider.
Your Entity ID will match your Consumer URL, which can be found using the instructions in this article: How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Using ScreenSteps Single Sign-on Using SAML
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How to Install ScreenSteps for Service Cloud in Salesforce Lightning
Updated onChecklistTo begin installation of the ScreenSteps for Service Cloud Salesforce application please visit the App Exchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DZQjTUAX&tab=eAdditional Help Resources Salesforce and ScreenSteps Salesforce Service Cloud Integration
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Error while saving article because link to article, chapter, or manual has been removed from site
Updated onArticleSetting Up ScreenSteps Authoring Content Writing Articles
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What does it mean when it says Remote User in the bulk CSV upload?
Updated onArticleIn the Bulk Upload CSV file, there is a column that says,
RemoteUser.Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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Spellcheck Not Working on Web Editor
Updated onArticleIt spellcheck is not working on the Web Editor, it could be that your browser (e.g. Chrome, Edge, Firefox) doens't have spellcheck activated.
For example, if you are using Chrome, you will need to follow these instructions to turn on spellcheck: Turn Chrome Spellcheck on and off.
Setting Up ScreenSteps Authoring Content Writing Articles
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Taking Screenshots on Mac isn't working – showing blank desktop and no apps are visible
Updated onArticleThe reason this issue is occurring is likely because the Mac's privacy settings are not updated to include ScreenSteps to take screenshots.
Setting Up ScreenSteps Authoring Content Writing Articles
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How do I cancel my account?
Updated onArticleNote: Only the account owner can cancel an account.
The account will be canceled at the end of your billing cycle/term.
Using ScreenSteps Admin Tasks Plans and Billing
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Dimensions and File Format Needed to Upload Custom Icons
Updated onArticle- You can upload SV, PNG, GIF, and JPEG images
- Icon should be in a square shape.
- PNG, GIF, and JPEG should be at least 100x100 to look good on a hi-res monitor. Can be larger.
- SVG just needs to be square, it will scale to any size and look good.
Setting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
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How to Reference an email address in an article
Updated onArticleSometimes you want to include a link to an email address, like this: Click here to send an email to [email protected]. By clicking that link, it will automatically open up a reader's email application, create a new email, and insert the email address into the To field. Below are instructions for how to do that.
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Use a Vanity Domain with Your ScreenSteps Site
Updated onWorkflowWhen you create a ScreenSteps site, the URL includes screenstepslive.com and looks something like this: my-company.screenstepslive.com. If you want to create a URL that includes your company domain name, e.g. help.screensteps.com, then you will need to assign a vanity domain to the site.
Setting Up ScreenSteps Customize Your Site Basic Customizations