ScreenSteps

Why documentation matters

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Documentation 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.

Troubleshooting: User can't see embedded help tab in Salesforce

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If 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:

Add the ScreenSteps Admin Bar to the Zendesk Help Center

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Requirements: 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.

How can I change where page breaks appear in PDF documents?

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While 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.

Assign User Profiles to your Connected App in Salesforce

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Creating a Customer Support Site with ScreenSteps

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ScreenSteps can be a fantastic tool for decreasing customer support requests, improving user adoption and generally keeping your support team organized and efficient.

Creating a table from a tab-delimited text file

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In the desktop editor you can import a tab delimited file that will be converted into a table.

Adding tables from Microsoft Excel

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The desktop software has the ability to convert Microsoft Excel table data on the system clipboard into a table content element in an article.

Can I host ScreenSteps on my own servers?

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There are two parts to ScreenSteps:

• The authoring environment
• The documentation you create

How do I provide a link to a chapter in a manual?

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Currently 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.