Recent updates
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How to Give an Admin or Contributor Access to Manage Billing
Updated onArticleUsing ScreenSteps Admin Tasks Plans and Billing
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Go Live Checklist
Updated onWorkflowBefore you can launch ScreenSteps to the world, you'll want to make sure everything is in order. Use this checklist to confirm you've taken care of all the major details.
Setting Up ScreenSteps Overview of ScreenSteps Using ScreenSteps
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Creating Contributor Permission Rules for a Group
Updated onArticleUser groups allow you to apply authoring permissions to several users at once. This makes it much easier to maintain the authoring permissions of a large group of authors.
Using ScreenSteps Permissions Contributor Permissions
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Creating Contributor Permission Rules for a User
Updated onArticleYou can apply viewing permissions to individual users.
- Navigate to Users.
- Click the user you want to modify.
Using ScreenSteps Permissions Contributor Permissions
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An overview of setting up the Salesforce and ScreenSteps integrations
Updated onArticleThe first step is to create your ScreenSteps account. You can sign up for a free trial here:
http://screenstepslive.com/signup
The setup wizard will walk you through the steps of creating and publishing your first manual.
Additional Help Resources Salesforce and ScreenSteps Overview
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What are the different types of users?
Updated onArticleThis article will describe the different types of users that can be created in your ScreenSteps account.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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How to Enable Copy to Clipboard for a Paragraph Content Block
Updated onWorkflowThe Copy to Clipboard icon makes sharing portions of content from within your articles quick and easy. Just click the icon associated with a block (see below) in order to copy all of the content within it and then paste it into a support ticket, chat thread, email, etc.
The icon is automatically added to all Code content blocks and users on current plans can selectively add it to Paragraph content blocks using the steps below. If you are on a legacy plan and are interested in switching to a current plan in order to enable this and other features, reach out to us at <[email protected]>.
Setting Up ScreenSteps Authoring Content Writing Articles
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Generating a ScreenSteps API Token
Updated onArticleAPI Tokens can only be used with admin or editor user accounts. Do not use API tokens in a situation where the resulting authorization string can be seen by the public.
Setting Up ScreenSteps Integrations API
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How to Embed HTML (and Add Video to ScreenSteps Articles)
Updated onWorkflowWhen editing an article you can follow these instructions to add HTML to an article. This is also how you would add videos to your ScreenSteps article.
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Bulk Edit Article Properties and Actions (e.g. Move, Publish, Status)
Updated onWorkflowThis option is only visible when viewing an article list (ie. within a chapter, within the "All Articles" view for a site, or within the "All Content" view for all sites).
Setting Up ScreenSteps Organizing Content Articles