Recent updates
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Why does ScreenSteps freeze when I try to capture the screen?
Updated onArticleWe have seen a handful of reports where the ScreenSteps application will start a screen capture session but then appear to freeze. Check that you don't have another screen capture application running at the same time. If you trigger both screen capture applications at the same time ScreenSteps can appear to freeze.
Using ScreenSteps / Authoring Content / Troubleshooting
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Adding screenshots from a mobile device
Updated onArticleWe are often asked whether we have a mobile app for creating tutorials that demonstrate how to do a task on a mobile device. Well... we don't have a mobile app. But that shouldn't stop you from making how-to tutorials for a mobile device! You can still use ScreenSteps to make documentation for your mobile app.
Using ScreenSteps / Authoring Content / Working with Images
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Does ScreenSteps support multiple Zendesk brands?
Updated onArticleYes. Each Zendesk brand has its own Zendesk url. For example:
- https://brand1.zendesk.com
- https://brand2.zendesk.com
You will just need to configure a separate site in ScreenSteps for each brand. ScreenSteps treats each brand as a separate Zendesk account.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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Customizing what is printed
Updated onArticleThe Print Article feature uses a print CSS stylesheet to format the web page for printing. This print stylesheet can be customized by adding print CSS to your site. To do this you will need to have someone who is very comfortable with CSS make modifications to your default CSS.
Our support team cannot offer support on print specific CSS, but if you need a custom stylesheet developed for your site then you can ask to speak with our Professional Services team to see about having some custom development work done for your site.
Additional Help Resources / FAQs / General FAQs
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What is a Manual?
Updated onArticleThis article will help you understand what a manual is in ScreenSteps.
Setting Up ScreenSteps / Organizing Content / Manuals
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Setting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages
Updated onArticleIn order for non-admin users to use the ScreenSteps for Salesforce application you will need to assign the proper permissions to the ScreenSteps Home and ScreenSteps Visualforce Page.
These instructions will show you what to do for the ScreenSteps Visualforce Page page. Repeat the same steps for the ScreenSteps Home page.
Additional Help Resources / Salesforce and ScreenSteps / Adding Contextual Help and Search to Salesforce
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Setting permissions on the ScreenStepsLiveCache Apex class
Updated onArticleIn order for the caching mechanism for ScreenSteps to work you must modify the permissions on the ScreenStepsLiveCache Apex class included with ScreenSteps for Salesforce.
Additional Help Resources / Salesforce and ScreenSteps / Adding Contextual Help and Search to Salesforce
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What permission settings are used for newly created chapters in Zendesk?
Updated onArticleWhen you create a new chapter in ScreenSteps and push the changes to Zendesk a new section or forum will be created in Zendesk.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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How to add a lightbox to images in Zendesk Help Center
Updated onArticleAdding a lightbox to images in Zendesk isn't officially supported by ScreenSteps staff. There are a lot of customizations that you can make to your Zendesk Help Center so it is possible that the documentation below will not work depending on how you have designed your help center. But these instructions should give you the information you need to set things up. You will need to undrestand a bit about javascript and CSS to add the lightbox feature.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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Customizing the ScreenSteps site based on user profile
Updated onArticleYou can configure the ScreenSteps for Salesforce application to draw content from a different ScreenSteps site based on the user profile.
If you have already configured the default settings for the ScreenSteps application then this lesson will show you how to configure these settings.
If you are just trying to configure the default settings for all Salesforce users please refer to this article.
Additional Help Resources / Salesforce and ScreenSteps / Adding Contextual Help and Search to Salesforce