ScreenSteps

Advanced Search Queries

Article

When you search for an article from your published site, ScreenSteps will search the following fields:

• Title
• Article body
• Additional Search Terms
• Tags

The "Legacy Site Design"

Article

When we introduced the Courses feature in late 2017 it required an updated Site template. This template change adjusted some default CSS settings that changed the default look of a ScreenSteps site.

Since early August 2018 this new layout has been the default for all newly created sites.

Transferring your client's processes to ScreenSteps: The first 30 days for Business Process Outsourcers

Checklist

This article is for Business Process Outsourcers (BPO's) or Change Management Consultants who need to document a client's procedures in ScreenSteps for use by a group outside of the client (i.e. employees of the BPO).

The goal is:

1. Have the ScreenSteps account configured correctly with the proper domain and login procedures
2. Have a complete list of all content that will need to be created
3. Have a clear strategy for using that content to meet business goals
4. Begin or complete the process of creating the initial content

Create a Glossary

Article

ScreenSteps does not have an automatic way to create a glossary of terms; however, you can manually create a glossary that looks like this...

Configuring ScreenSteps for Salesforce

Article

After installing the ScreenSteps for Salesforce application you need to configure your ScreenSteps settings.

Removing legacy support for TLS protocol versions 1.0 and 1.1

Article

On December 11, 2018 ScreenSteps will remove support for Transport Layer Security (TLS) protocol versions 1.0 and 1.1.

Add Contextual Help and Search in Salesforce Classic

Article

You can have your help articles and onboarding guides show up automatically in the appropriate Salesforce tabs, as well as enable your users to search your ScreenSteps knowledge base from right within Salesforce.

Follow these steps to get started.

Installing ScreenSteps for Salesforce

Article

To begin installation the ScreenSteps for Salesforce application please visit the App Exchange:

Importing Clarify documents

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If you have Clarify documents or ScreenSteps 2 packages that you would like to add to your ScreenSteps account then you can import them using the desktop software. 

Videos, numbered lists, tables, or indenting won't display properly in Zendesk

Article

By default Zendesk won't allow you to use video embed codes and will strip attributes from HTML. In order to embed videos, use numbered lists that start on a number other than "1", maintain proper table and column widths, or use indented text you will need to activate the Display unsafe HTML option to embed videos in your Zendesk Help Center.