Recent updates
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Why documentation matters
Updated onArticleDocumentation has to be one of the most boring subjects you can think of. Believe us, we know. We have been trying to get people excited about documentation for a very long time. As you begin to talk about documentation you can literally see people's eyes roll back in their head.
But that is because they haven't created or used great documentation. Great documentation can transform your business.
Bad documentation at best gets ignored and at worst causes your employees, co-workers and customers to shed tears of frustration.
We want to help you create killer documentation.
Additional Help Resources / Best Practices / Intro
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Troubleshooting: User can't see embedded help tab in Salesforce
Updated onArticleIf a user tries to view your ScreenSteps site via a tab in Salesforce and instead of seeing the help content they just see your list of sites it is possible that they are blocking 3rd party cookies in Chrome.
To fix this they can do one of two things:
- Enable 3rd party cookies https://support.google.com/chrome/answer/95647, or
- Add your ScreenSteps domain (youraccount.screenstepslive.com) as an allowed domain for 3rd party cookies. Be sure to replace "youraccount" with your actual account name. Look under "Allow or block cookies for a specific site" in the article above.
Setting Up ScreenSteps / Integrations / Presenting Content in Salesforce
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Add the ScreenSteps Admin Bar to the Zendesk Help Center
Updated onArticleRequirements: You must have "Allow Unsafe HTML" checked in your Help Center so that Zendesk won't strip out the data attributes that are used to generate the admin bar links.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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How can I change where page breaks appear in PDF documents?
Updated onArticleWhile it is not possible to insert page breaks into an article, it is possible to affect where page breaks appear at a higher level. Using Custom CSS you can specify that page breaks should occur after every level 1 heading or that no page breaks should appear between articles when exporting a manual. You can also specify a maximum height for images. If the maximum height is smaller then it is more likely that the text and image can stay together.
Refer to our Custom CSS article for examples.
Using ScreenSteps / PDFs / Managing PDF Templates
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Assign User Profiles to your Connected App in Salesforce
Updated onArticleSetting Up ScreenSteps / Integrations / Presenting Content in Salesforce
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Creating a Customer Support Site with ScreenSteps
Updated onArticleScreenSteps can be a fantastic tool for decreasing customer support requests, improving user adoption and generally keeping your support team organized and efficient.
Additional Help Resources / Best Practices / Creating a Customer Support Site with ScreenSteps
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Creating a table from a tab-delimited text file
Updated onArticleIn the desktop editor you can import a tab delimited file that will be converted into a table.
Additional Help Resources / Migrating Existing Content to ScreenSteps / Other Sources
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Adding tables from Microsoft Excel
Updated onArticleThe desktop software has the ability to convert Microsoft Excel table data on the system clipboard into a table content element in an article.
Additional Help Resources / Migrating Existing Content to ScreenSteps / Office Applications
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Can I host ScreenSteps on my own servers?
Updated onArticleThere are two parts to ScreenSteps:
- The authoring environment
- The documentation you create
Additional Help Resources / FAQs / Security and Hosting FAQs
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How do I provide a link to a chapter in a manual?
Updated onArticleCurrently it is not possible to get a public link to a chapter in the latest ScreenSteps web browser app. To get the url you need to navigate to the chapter table of contents in your public website and copy the url from the browser.
Setting Up ScreenSteps / Organizing Content / Chapters