Recent updates
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How to publish changes in a ScreenSteps manual to Zendesk
Updated onArticleThis article will show you how to create a new manual in Zendesk from a new manual in ScreenSteps or publish changes made to a ScreenSteps manual to the corresponding manual in Zendesk.
Setting Up ScreenSteps Integrations Zendesk Integration
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How to track searches in Google Analytics
Updated onArticleYou can track what people are searching for in your ScreenSteps site using Google Analytics. Here is how to configure it.
Before starting this you must have your Google Tracking code installed.
Using ScreenSteps Admin Tasks Reports
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How to customize the HTML used for article and manual templates
Updated onArticleA PDF template gives you access to the article and manual HTML that the content is inserted into. This allows you customize things such as the header, footer, table of contents, and title page.
Using ScreenSteps PDFs Managing PDF Templates
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What is required if I want to add Single Sign-on to my application?
Updated onArticleThis article applies to you if:
- You have customers that use a web-based application that your company develops.
- You want to allow your customers to login to your ScreenSteps knowledge base by logging in through your application.
Using ScreenSteps Single Sign-on Single Sign-on FAQs
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Authenticating Salesforce users for creating and updating articles
Updated onArticleYou basically have two types of Salesforce users:
- Those who you grant permission to read your documentation.
- Those who you grant permission to read, update and create documentation.
Once you have set up single sign-on with Salesforce both types of users will be able to login to the ScreenSteps website using their Salesforce credentials.
Using ScreenSteps Single Sign-on Salesforce
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How many revisions of an article does ScreenSteps store?
Updated onArticleScreenSteps currently stores an unlimited number of revisions for your articles. We are working on a plan in the future that will limit this to some degree and consolidate older revisions. Before implementing this change we will be seeking customer input and will give plenty of notification for any changes.
Additional Help Resources FAQs General FAQs
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Resellers purchasing ScreenSteps
Updated onArticleIf you are a reseller purchasing a ScreenSteps account on behalf of your client, here is some information you may find helpful.
Additional Help Resources FAQs General FAQs
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Publishing to a Zendesk Sandbox
Updated onArticleWhen you set up a sandbox in Zendesk it creates a totally separate Help Center in Zendesk. This means:
- You will need to have a separate Zendesk account name in your ScreenSteps settings.
- All of your article IDs will be different between the sandbox Help Center and your production Help Center.
This prevents you from preparing all of your content in a sandbox and then just "switching things over" to the production Help Center.
If you are going to use a sandbox to stage your content in Zendesk then there are two approaches you can take when switch to your production Help Center.
Setting Up ScreenSteps Integrations Zendesk Integration
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How do you move articles created in the Zendesk Legacy Web Portal to Zendesk Help Center and vice versa?
Updated onArticleThis article is only for customers who have a ScreenSteps site that they use to publish to the Zendesk Legacy Web Portal and who now want to be able to publish to the Zendesk Help Center.
Setting Up ScreenSteps Integrations Zendesk Integration
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Can ScreenSteps publish articles in multiple languages to Zendesk?
Updated onArticleNo and Yes.
Setting Up ScreenSteps Integrations Zendesk Integration