Recent updates
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What happens to my Zendesk articles if I cancel my ScreenSteps account?
Updated onArticleText content
When ScreenSteps publishes an article to Zendesk all of the text content is stored in Zendesk. If you were to cancel your ScreenSteps account nothing would happen to the text content. No articles would be deleted and not text content would be removed. You would be able to edit the articles in Zendesk just like you would edit any other Zendesk article.
Images
The images for your articles are currently stored on ScreenSteps servers. When you cancel your ScreenSteps account these images would eventually be removed.
Setting Up ScreenSteps Integrations Zendesk Integration
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Advanced Search Queries
Updated onArticleWhen you search for an article from your published site, ScreenSteps will search the following fields:
- Title
- Article body
- Additional Search Terms
- Tags
Note that HTML in HTML content blocks will not be searched by default. To search the HTML in HTML content block use Full Text HTML searches.
Additional Help Resources FAQs General FAQs
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The "Legacy Site Design"
Updated onArticleWhen we introduced the Courses feature in late 2017 it required an updated Site template. This template change adjusted some default CSS settings that changed the default look of a ScreenSteps site.
Since early August 2018 this new layout has been the default for all newly created sites.
For sites that were created before August 2018, you will need to disable this option to use the new design. Here's how >> How can I make it so my manuals aren't left-aligned?
Using ScreenSteps Admin Tasks Managing Sites
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Transferring your client's processes to ScreenSteps: The first 30 days for Business Process Outsourcers
Updated onChecklistThis article is for Business Process Outsourcers (BPO's) or Change Management Consultants who need to document a client's procedures in ScreenSteps for use by a group outside of the client (i.e. employees of the BPO).
The goal is:
- Have the ScreenSteps account configured correctly with the proper domain and login procedures
- Have a complete list of all content that will need to be created
- Have a clear strategy for using that content to meet business goals
- Begin or complete the process of creating the initial content
Additional Help Resources Best Practices Other articles
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Create a Glossary
Updated onArticleScreenSteps does not have an automatic way to create a glossary of terms; however, you can manually create a glossary that looks like this...
Setting Up ScreenSteps Authoring Content Writing Articles
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Configuring ScreenSteps for Salesforce
Updated onArticleAfter installing the ScreenSteps for Salesforce application you need to configure your ScreenSteps settings.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Removing legacy support for TLS protocol versions 1.0 and 1.1
Updated onArticleOn December 11, 2018 ScreenSteps will remove support for Transport Layer Security (TLS) protocol versions 1.0 and 1.1.
Additional Help Resources Announcements Announcements
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Add Contextual Help and Search in Salesforce Classic
Updated onArticleYou can have your help articles and onboarding guides show up automatically in the appropriate Salesforce tabs, as well as enable your users to search your ScreenSteps knowledge base from right within Salesforce.
Follow these steps to get started.
Additional Help Resources Salesforce and ScreenSteps Overview
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Installing ScreenSteps for Salesforce
Updated onArticleTo begin installation the ScreenSteps for Salesforce application please visit the App Exchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B50kpEAB
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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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