Recent updates
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Introduction for new users
Updated onArticleOne of the main goals of ScreenSteps is to make it fast and easy to author great looking, visual documentation. In order to meet that goal we offer two articles editors. One article editor is available in the ScreenSteps web browser application. The second article editor is a desktop application that you download and install.
The approach we generally take is:
- Use the desktop client for any authoring that involves working with images at all. The desktop has a screen capture tool built in along with annotation tools.
- Use the web interface if we just need to make quick edits to the text of an article.
If you haven't done so yet, we strongly recommend you view our ScreenSteps Basics Course to give you a quick understanding of some of the basic concepts behind ScreenSteps.
Using ScreenSteps Authoring Content Overview of Authoring
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Can I use a shared user as a contributor/admin on my ScreenSteps account?
Updated onArticleSome customers want to save costs by creating a "shared" contributor or admin on their ScreenSteps account. This allows multiple people to login under the same username and password. Since ScreenSteps is billed based on the number of contributors/admins on their account this can help them decrease costs.
In this article we will explain why you shouldn't do this and what other options you have.
Additional Help Resources FAQs General FAQs
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How to Set up Single Sign-on
Updated onWorkflowIf you are going to be using ScreenSteps with another service such as Salesforce, Google Apps, Azure AD, or PhenixID, then choose one of those options below to set up Single Sign-on. If you are not using any of those services, then you will want to select either SAML (if you have SAML) or Remote Authentication (for all other situations).
If you are not familiar with where to configure Single Sign-on settings in ScreenSteps refer to the Configuring Identity Providers for your Account or Sites help article.
Using ScreenSteps Single Sign-on Single Sign-on
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Add Several Users at Once: Bulk CSV File Upload
Updated onWorkflowThis article will show you how to import users from a CSV file. This will come in handy if you want to:
- Add Readers, Contributors, or Admins to your account in bulk.
- Assign Readers, Contributors, or Admins to a User Group in bulk.
- Update current user roles (e.g. from Reader to Contributor) in bulk.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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How to Auto Scale Your Images
Updated onArticleThis feature is only available in the desktop editor.
Using ScreenSteps Authoring Content Working with Images
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How to Move an Uncategorized Article to Manual
Updated onArticleSetting Up ScreenSteps Organizing Content Articles
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How to Create an Uncategorized Article
Updated onArticleSetting Up ScreenSteps Organizing Content Articles
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What are Uncategorized Articles?
Updated onArticleUncategorized articles are articles that have not been placed in a manual. They have the following characteristics:
- They will not show up in the table of contents for your site
- They will be searchable on your site unless you exclude them from the search results.
Besides that they behave like normal articles.
Setting Up ScreenSteps Organizing Content Articles
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How to Remove/Delete an Article from a Chapter
Updated onArticleThis article demonstrates how to remove an article from a chapter. When you remove an article from a chapter you have two options:
- Move the article into the Uncategorized Articles section.
- Move the article to the trash.
Setting Up ScreenSteps Organizing Content Articles
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How to Duplicate an Article (Make a Copy)
Updated onArticleThis article will show you how to duplicate (i.e. create a copy of) an article that will not be affected by changes to the original article.
If you would like to have a copy of an article that has it's changes reflected in all copies of the article, you will want to reference the article (click here for more details).
Setting Up ScreenSteps Organizing Content Articles