Recent updates
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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
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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.
Additional Help Resources Salesforce and ScreenSteps Salesforce Contextual Help Troubleshooting
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How do I have my account invoices sent to a separate email address?
Updated onArticleTo modify the email address for invoices, you must be the Account Owner. Invoices can only be sent to a single email address.
Using ScreenSteps Admin Tasks Plans and Billing