When 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.
Many times you will be asked for your site id or permalink when configuring a widget. Here is how to find that information.
To modify the email address for invoices, you must be the Account Owner. Invoices can only be sent to a single email address.
Let's say that you have two groups:
You would create two sites:
You would create two (or more) manuals:
In Site A (the one for people who need to see all lessons) you would place both manuals.
In Site B (the one for people who can only see lessons about dogs) you would add the Dogs manual as a reference.
Whenever you update the Dogs manual, the updates will be reflected in both sites.
If you've run out of sites or editors/Admin, meaning you've reached the limit for your plan, you can add more by following these instructions.
To permanently delete an article you must first move it to the trash and then permanently delete it from the Trashed section of the site.
When an article is deleted it is sent to the trash. Articles can later be recovered from the trash if you decide you still need them.
Learn where to find PDF templates in the web browser application.
Now that you have everything configured, it is time to test.
PDF templates include support for Google Fonts. You can specify the fonts, font colors, and font sizes on the Fonts & Colors tab.