Recent updates
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The structure of a typical user guide
Updated onArticleWe will examine the following publicly available user guides: Xerox––Administration and Configuration Guide Salesforce––Sales Cloud Basics
Additional Help Resources Migrating Existing Content to ScreenSteps Office Applications
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Importing Google Docs documents
Updated onArticleSave as Word doc and then copy and paste from there
Additional Help Resources Migrating Existing Content to ScreenSteps Other Sources
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The 2 Most Important Kind of Help Articles In Your Knowledge Base [Webinar]
Updated onArticleThis article contains portions of the webinar that was held on April 27, 2015. The recorded webinar was broken up by topic to make it easier to understand.
Additional Help Resources Best Practices List of videos
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I have set up Single Sign-on but when my users come to my site they are being redirected to the ScreenSteps login page - What is wrong?
Updated onArticleMake sure that you have either set Single Sign-on to be active for your entire account or that you have attached your site to the Single Sign-on endpoint. See here: How do I tell ScreenSteps to use an authentication endpoint to log users in?
Using ScreenSteps Single Sign-on and SCIM Single Sign-on FAQs
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Change the order of images
Updated onArticleYou can change the order of images in an article by clicking and dragging on the image in the left-hand navigation.
Setting Up ScreenSteps Authoring Content Working with Images
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Where is my site's ID?
Updated onArticleWhen you are setting up the Salesforce integration, you will need to configure your ScreenSteps site to Salesforce. You can use your site's ID in the ScreenSteps credentials. To locate your site id follow these instructions.
Using ScreenSteps Admin Tasks Account Settings
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What are articles?
Updated onArticleArticles are where you will create content. In the Admin view, articles are to the right of Chapters.
Setting Up ScreenSteps Organizing Content Articles
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My Zendesk Help Center is out of sync with ScreenSteps, What do I do?
Updated onArticleSometimes customers get into a situation where they are seeing duplicate articles in Zendesk or their updates that they are saving in ScreenSteps are not showing up where they expected. The cause of this problem is when the customer has done one of the following: They have deleted an article in ScreenSteps or Zendesk and then created another copy. They have moved articles around in Zendesk after connecting ScreenSteps to Zendesk.
Setting Up ScreenSteps Integrations Zendesk Integration
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Zendesk HC error: {"error":"Couldn't authenticate you"}
Updated onWorkflowWhen you run a test connection and you get the error Zendesk HC error: {"error":"Couldn't authenticate you"} then follow these troubleshooting steps to resolve the issue.
Setting Up ScreenSteps Integrations Zendesk Integration
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How to get employees to read your docs
Updated onArticleOne challenge you will face as you roll out ScreenSteps is getting employees to use your ScreenSteps knowledge base and read your documentation. In this webinar, we show you how to apply two simple concepts that will improve your co-worker's experience with your knowledge base, and get them using your documentation on a regular basis.
Additional Help Resources Best Practices List of videos