Recent updates
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Does ScreenSteps integrate with the new Zendesk Help Center?
Updated onArticleYes. ScreenSteps 3 now integrates with the new Zendesk Help Center. You can publish complete manuals from ScreenSteps to Zendesk.
Additional Help Resources / FAQs / ScreenSteps and Zendesk
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How to make documentation easy
Updated onArticleAdditional Help Resources / Best Practices / Intro
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Adding the Home Page Component to your sidebar
Updated onArticleLearn how to add the home page component to the sidebar for most all of your Salesforce tabs.
Additional Help Resources / Salesforce and ScreenSteps / Adding Contextual Help and Search to Salesforce
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What is a draft?
Updated onArticleA Draft version of an article is a version that people editing the article have access to. Any changes made to a draft article will not be visible in a Site, only in the desktop or web editors. By working on the Draft of an article, your team can update existing content in your manuals behind the scenes and not make those changes public until you are finished.
Using ScreenSteps / Authoring Content / Article Management
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Why your documentation needs to be online - not locked in a PDF or Word file
Updated onArticleA lot of organizations deliver their documentation as PDF or Word files. If you are only using PDF and Word files for your documentation, then you are making a big mistake that is impacting the usage of your documentation and probably hurting the efficiency of your business.
In this article we will regularly refer to PDFs, but what applies to PDFs also applies to Word files, PowerPoint, etc.
Additional Help Resources / Best Practices / Other articles
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Evaluating the cost of a documentation system
Updated onArticleAdditional Help Resources / Best Practices / Other articles
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Creating engaging documentation: Motivation matters more than Learning Styles
Updated onArticleA lot of people talk about developing documentation for different learning styles. If you have unlimited resources then you can spend a bunch of time and money developing content in different formats to match different learning styles. But most businesses don't have unlimited resources. Most businesses need to get something prepared that can help the majority of their users.
If you are starting to think about creating material for different learning styles, stop right now. Instead of grouping your audience into different learning styles, start grouping them by their level of motivation.
Additional Help Resources / Best Practices / Other articles
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How to figure out why people don't use your documentation
Updated onArticleAdditional Help Resources / Best Practices / Other articles
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Setting Your Documentation Goals: Road Maps and Roadblocks
Updated onArticleAdditional Help Resources / Best Practices / A recipe for great documentation