Recent updates
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How to Track Certification for an Article
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at <[email protected]>.
Setting Up ScreenSteps Authoring Content Certifying Content
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How to Set a Default Certification Cadence
Updated onArticleIf you want to change the default certification cadence from 90 days, you can do so on a per site basis in your Site Settings by following the steps below.
Setting Up ScreenSteps Authoring Content Certifying Content
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How to Download a PDF Version of your Article, Chapter or Manual from the Web Browser Application
Updated onArticleIn the ScreenSteps web browser application you can download a PDF version of the published content in an article, a chapter or the entire manual.
Note that only published content will be included in the PDF file. Draft or unpublished content will not be included.
Also, due to their interactive nature and the fact that they include several possible paths, Workflow articles cannot be exported as PDF.
Using ScreenSteps PDFs Getting Started with PDFs
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Adding a Group / User to View a Manual
Updated onArticleIf a group is unable to view a manual, you simply need to add that group to the manual's permissions by following these instructions.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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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.
Setting Up 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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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.
Setting Up 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