Recent updates
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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.
Using ScreenSteps Admin Tasks Account Settings
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What are articles?
Updated onArticleArticles are where you will create content. In the Admin view, articles are to the right of Chapters.
Setting Up ScreenSteps Organizing Content Articles
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My Zendesk Help Center is out of sync with ScreenSteps, What do I do?
Updated onArticleSometimes customers get into a situation where they are seeing duplicate articles in Zendesk or their updates that they are saving in ScreenSteps are not showing up where they expected. The cause of this problem is when the customer has done one of the following:
- They have deleted an article in ScreenSteps or Zendesk and then created another copy.
- They have moved articles around in Zendesk after connecting ScreenSteps to Zendesk.
Setting Up ScreenSteps Integrations Zendesk Integration
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Zendesk HC error: {"error":"Couldn't authenticate you"}
Updated onWorkflowWhen you run a test connection and you get the error Zendesk HC error: {"error":"Couldn't authenticate you"} then follow these troubleshooting steps to resolve the issue.
Setting Up ScreenSteps Integrations Zendesk Integration
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How to get employees to read your docs
Updated onArticleOne challenge you will face as you roll out ScreenSteps is getting employees to use your ScreenSteps knowledge base and read your documentation. In this webinar, we show you how to apply two simple concepts that will improve your co-worker's experience with your knowledge base, and get them using your documentation on a regular basis.
Additional Help Resources Best Practices List of videos
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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