Recent updates
-
Dimensions and File Format Needed to Upload Custom Icons
Updated onArticle- You can upload SV, PNG, GIF, and JPEG images
- Icon should be in a square shape.
- PNG, GIF, and JPEG should be at least 100x100 to look good on a hi-res monitor. Can be larger.
- SVG just needs to be square, it will scale to any size and look good.
Setting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
-
How to Reference an email address in an article
Updated onArticleSometimes you want to include a link to an email address, like this: Click here to send an email to [email protected]. By clicking that link, it will automatically open up a reader's email application, create a new email, and insert the email address into the To field. Below are instructions for how to do that.
Setting Up ScreenSteps Authoring Content Writing Articles
-
How to Use a Vanity Domain with Your ScreenSteps Site
Updated onWorkflowWhen you create a ScreenSteps site, the URL includes screenstepslive.com and looks something like this: my-company.screenstepslive.com. If you want to create a URL that includes your company domain name, e.g. help.screensteps.com, then you will need to assign a vanity domain to the site.
Setting Up ScreenSteps Customize Your Site Basic Customizations
-
How to Troubleshoot ScreenSteps for Salesforce Service Cloud Errors
Updated onArticleIf the "Please check the user info to proceed" error is displayed it is most likely due to one of two issues:
- The information in How to Configure ScreenSteps for Salesforce Service Cloud has been entered incorrectly.
- The "Email" field value of the user logged into Salesforce must be the same email address of a user in your ScreenSteps site granted appropriate permissions.
Additional Help Resources Salesforce and ScreenSteps Salesforce Service Cloud Integration
-
How to modify the color of the text in a foldable section
Updated onArticleSetting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
-
How to terminate a branch in a workflow article
Updated onArticleYou can terminate a branch by:
- Selecting the Answer block
- Click the Content Inspector
- Check the box for Terminate workflow
Once a user goes to the end of that branch, the workflow will stop.
Setting Up ScreenSteps Authoring Content Workflow Articles
-
Change which version of an article is shown in the published knowledge base or restore a previous version of an article for editing
Updated onArticleThe ScreenSteps Content Management area allows you to restore a previous version of an article for editing or change which version of an article is visible in the published knowledge base.
Setting Up ScreenSteps Organizing Content Articles
-
Adding tables from Microsoft Excel
Updated onArticleThe desktop software has the ability to convert Microsoft Excel table data on the system clipboard into a table content element in an article.
Additional Help Resources Migrating Existing Content to ScreenSteps Office Applications
-
Overview of the ScreenSteps Browser Extension for Contextual Help
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to [email protected].
Using ScreenSteps Contextual Help Setting up Contextual Help
-
Creating Manuals, Chapters and Articles through the API
Updated onArticleThis article describes how to create Manuals, Chapter and Articles via the API.
Setting Up ScreenSteps Integrations API