Recent updates
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Uncategorized articles
Updated on Sep 01, 2020ArticleUncategorized 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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Create an uncategorized article
Updated on Sep 01, 2020ArticleSetting Up ScreenSteps / Organizing Content / Articles
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How to hide a site from the site listing page
Updated on Sep 01, 2020ArticleSometimes you may want to hide a site from the main site list. This article will show you how to do that.
Setting Up ScreenSteps / Organizing Content / Sites
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Quickly finding an article in your account
Updated on Aug 28, 2020ArticleUsing the Quick Search bar you can instantly jump to any article in your account. When you search for articles in the Quick Search bar only article titles are searched. For more complicated searches use the Site > All Articles or All Content > All Articles screens.
Setting Up ScreenSteps / Organizing Content / Articles
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Displaying PDF download links to your site visitors
Updated on Aug 28, 2020WorkflowBefore you can display PDF download links, make sure you have...
Now you can follow the instructions below to enable the links to appear in the sidebar.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to specify the PDF template to use for a manual
Updated on Aug 28, 2020ArticleBy default when users download a PDF of a manual the PDF template assigned to the site the manual is being viewed in will be used. If you would like to use a different PDF for the manual then you can assign one.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to remove or delete a manual
Updated on Aug 28, 2020ArticleIf you want to remove a manual from your site you have two options:
- Remove the manual - the manual will be removed from the site but will still be available in your account. You could then add it to another site at a later time.
- Delete the manual - the manual will be permanently deleted from the account. The articles in the manual will be moved to the Trashed section. This action cannot be undone.
Setting Up ScreenSteps / Organizing Content / Manuals
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How do I choose which PDF template is used when generating PDF documents for a site?
Updated on Aug 28, 2020ArticleYou can specify which PDF template to use for each site in your account. To begin, go to the Settings page for your site.
Using ScreenSteps / PDFs / Getting Started with PDFs
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How to change the Zendesk ID that a ScreenSteps article, chapter or manuals is connected to
Updated on Aug 28, 2020ArticleOnly do this if you really know what you are doing and know specifically why you are going to do it.
ScreenSteps stores a record of the Zendesk ID of every article you publish from ScreenSteps to Zendesk. That ID is the only way ScreenSteps knows which article to update in Zendesk. ScreenSteps does not decide which article to update in Zendesk based on title, only based on the ID that ScreenSteps stores.
The main reason to use this feature is to connect an existing ScreenSteps article to an article that already exists in Zendesk. This allows you to have ScreenSteps update the existing Zendesk article without changing the Zendesk URL for that article.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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Where is my site's slug?
Updated on Aug 28, 2020ArticleIf you are not familiar with slugs, read about them in our article on slugs.
Using ScreenSteps / Admin Tasks / Account Settings