How to convert an article to a different type

Article

If your account includes support for checklists or workflows then you are given the option of creating a regular article, a checklist, or a workflow whenever you create a new article. This article will show you how to change the article type after you have created the article.

How do I receive comment moderation and article rating emails?

Article

You can control which users will receive comment moderation notifications. A comment moderation email is sent whenever a new comment is created that has not been approved by an admin or editor user or whenever an article is rated by a user.

How to receive an email each time someone completes your course

Article

You can receive an email notification each time a learner completes one of your courses. Follow the steps below to opt in to receiving these emails.

Add additional search terms

Workflow

Improving article search results for specific terms

Article

Additional search terms will improve how your users find your training docs while searching your ScreenSteps knowledge base in ScreenSteps or using a search engine like Google.

How can someone be notified when they are made the owner of an article or comment?

Article

Each user has the option of receiving an email if they are made the owner of an article or a comment. If you are not familiar with how to edit a user's profile please refer to the following article:

Create a checklist article

Article

Checklists are a great way to write standard operating procedures. In this article, you will learn how to create a checklist in ScreenSteps.

How do I notify another author about a change that needs to be made?

Article

ScreenSteps lets you add notes to articles and notify other authors when changes need to be made. You can work with revision notes in the web article editor or the desktop article editor.

Create Contextual Help Channels

Article

Once you get the Chrome extension installed, you will need to create Channels so that the Chrome extension knows which articles should be readily available on specific web applications.

Installing the Chrome Extension

Checklist

You must have a Growing Business Plan or higher to use the Chrome Extension. If you do not have that plan, please contact ScreenSteps support and let them know you'd like to try it out.