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.
The images for your articles are currently stored on ScreenSteps servers. When you cancel your ScreenSteps account these images would eventually be removed.
When you search for an article from your published site, ScreenSteps will search the following fields:
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.
When 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?
This 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:
ScreenSteps does not have an automatic way to create a glossary of terms; however, you can manually create a glossary that looks like this...
After installing the ScreenSteps for Salesforce application you need to configure your ScreenSteps settings.
On December 11, 2018 ScreenSteps will remove support for Transport Layer Security (TLS) protocol versions 1.0 and 1.1.
You 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.
To begin installation the ScreenSteps for Salesforce application please visit the App Exchange:
If 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.