Recent updates
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Importing Clarify documents
Updated onArticleIf 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.
Additional Help Resources Migrating Existing Content to ScreenSteps Other Sources
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Videos, numbered lists, tables, or indenting won't display properly in Zendesk
Updated onArticleBy 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.
Setting Up ScreenSteps Integrations Zendesk Integration
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Adding a tag for a custom tab or Visualforce page
Updated onArticleYou can configure ScreenSteps for Salesforce to display certain articles when viewing a custom tab. Important: Remember that as you add tags to articles in ScreenSteps that you need to refresh the cache if you want to see the articles appear in Salesforce right away.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Changing the ScreenSteps tag used for each Salesforce tab
Updated onArticleThe ScreenSteps Live component uses lesson tags to determine which lessons to display on which Salesforce page. Learn how to configure the tags used for each page. Important: Remember that as you add tags to articles in ScreenSteps that you need to refresh the cache if you want to see the articles appear in Salesforce right away.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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How to see where an article is being used in your account
Updated onArticleIf you are using article aliases in your documentation then it is helpful to know everywhere the article is used. For example, if you are going to update the content in an article you want to know which manuals the changes will affect. This article will show you where to find information about article aliases.
Setting Up ScreenSteps Organizing Content Articles
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Article has a "Not Connected" label to the right of the article title
Updated onArticleIf you see the Not Connected label next to your article then it means there is not a valid Zendesk HC ID for your article in ScreenSteps. This can happen if you move an article into your Zendesk site from another site.
Setting Up ScreenSteps Integrations Zendesk Integration
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Links to ScreenSteps articles that are added to Microsoft Word do not open properly
Updated onArticleThis article discusses issues with opening links to ScreenSteps articles that have been added to a Microsoft Office document. The issue can occur if your account uses Single Sign-on with your ScreenSteps account.
Additional Help Resources FAQs General FAQs
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How to capture an open menu
Updated onArticleThis feature is only available in the desktop editor.
Setting Up ScreenSteps Authoring Content Working with Images
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How do I Change Billing to Yearly?
Updated onArticleIf you would like from a monthly plan to a yearly plan then please have the account owner contact us at [email protected]. We can make the change for you.
Using ScreenSteps Admin Tasks Plans and Billing
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How to Maintain a Consistent Style Across all of your Articles
Updated onArticleAll of the text information in your articles that is not part of an image can be styled using standard CSS. By using CSS all of your articles will have a consistent look and you won't have to manage fonts for different users. Add custom CSS to your site
Using ScreenSteps Admin Tasks Additional Topics