Recent updates
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Set viewing permissions
Updated on Sep 15, 2020WorkflowIn  ScreenSteps, you can manage viewing permissions at the site level or at the individual article level.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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How to move, duplicate, or reference articles between manuals or sites
Updated on Sep 14, 2020ArticleIf you create an article and would like to move it to another manual, create a duplicate of it, or reference the article in another manual, follow these instructions.
Setting Up ScreenSteps / Organizing Content / Articles
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How do I invite a viewer to a site?
Updated on Sep 14, 2020ArticleBy sending an invitation to a user you can invite them to view a site on your account. They will be able to create their own username and password but will only have access to the site you invite them to.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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How to add or remove tags from an article
Updated on Sep 14, 2020ArticleSetting Up ScreenSteps / Organizing Content / Articles
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How do I publish a draft version of an article?
Updated on Sep 14, 2020ArticleOnce you are done working on draft changes to an article it is time to publish it for the public to see.
Setting Up ScreenSteps / Organizing Content / Articles
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See What Users Are Searching For
Updated on Sep 14, 2020ArticleScreenSteps includes viewing analytics on the Small Business Plan and above. Viewing analytics is to be used on internal documentation. Public facing knowledge bases are recommended to use Google Analytics.
Using ScreenSteps / Admin Tasks / Reports
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See How Many Articles Are Viewed
Updated on Sep 14, 2020ArticleScreenSteps includes viewing analytics on the Small Business Plan and above. Viewing analytics is to be used on internal documentation. Public facing knowledge bases are recommended to use Google Analytics.
Using ScreenSteps / Admin Tasks / Reports
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See Which Users Are Viewing Articles
Updated on Sep 14, 2020ArticleScreenSteps includes viewing analytics on the Small Business Plan and above. Viewing analytics is to be used on internal documentation. Public facing knowledge bases are recommended to use Google Analytics.
Using ScreenSteps / Admin Tasks / Reports
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How to update your table of contents in Zendesk
Updated on Sep 11, 2020ArticleWhenever you create new articles or edit existing ones your changes will be pushed to Zendesk if the article is visible (unless you save a draft).
But if you make modifications to the structure of your table of contents you will need to manually push these changes to Zendesk. This applies anytime you move articles between chapters or reorder articles in chapters.
Setting Up ScreenSteps / Integrations / Zendesk Integration