Recent updates
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How to Create a new Chapter using the Author Action Panel
Updated onArticleWhile reviewing your published site, you may realize that you need to add a new chapter to a manual. Using the Author Action Panel, you can create a new chapter when viewing a manual's table of contents in your published site.
For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Organizing Content Chapters
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How to create a new manual using the Author Action Panel
Updated onArticleWhile reviewing your published site, you may realize that you need to add a new manual. Using the Author Action Panel, you can create a new manual right from the home page of your ScreenSteps site.
For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Organizing Content Manuals
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How do I edit an article?
Updated onArticleWhen you want to edit an article, you have several options for doing so:
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Assign a Process Owner for Certifying Articles
Updated onArticleYou can navigate there using the:
- Author Action Panel, or
- Click the article title in the Content Management Area
Setting Up ScreenSteps Authoring Content Certifying Content
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How to Find Which Articles Users are Viewing in Reports
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports
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How to Export an Article Report (CSV of site article titles/status/owners)
Updated onArticleThe exported CSV file will include the following information for each article:
- ID
- Title
- Status
- Owner
- Created at
- Posted at
- Published?
- Chapter Title
- Chapter is Published?
- Manual Title
- Manual is Published?
- Source Article ID (This is for referenced articles that show up multiple times in a site).
- Published URL
- Restricted (TRUE/FALSE)
- Viewing Groups
- Tags
- Excluded from Search (TRUE/FALSE)
- Last Certified At
- Last Certified By
Setting Up ScreenSteps Organizing Content Sites
Article also found in:
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Add additional search terms
Updated onWorkflowYou can include additional search terms using using the web editor or the desktop editor. For information on how search terms affect searches refer to the article Improving article search results for specific terms
Setting Up ScreenSteps Authoring Content Writing Articles
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How to add a GIF to an article
Updated onArticleYou can add a GIF to a ScreenSteps article by following the steps below.
Note: The largest image size you can add is 10MB.
Setting Up ScreenSteps Authoring Content Working with Images
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How to manage user roles via user groups
Updated onArticleThis feature is available to Enterprise accounts and has to be turned on by Customer Support. Contact us via live chat or [email protected] for more information.
Using ScreenSteps Admin Tasks User Groups