Recent updates
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How to Get Feedback on a Specific Manual
Updated onWorkflowWhen you're working with a team of reviewers, you have a few different options for receiving their feedback.
You can have reviewers look at your ScreenSteps content:
- In a PDF document
- As an Editor
- As an End-user
What you do depends on your ScreenSteps plan level and what kind of access you want to give to your reviewers.
In a PDF document
You can choose to export your content as a PDF document and send it to your reviewers. This is the simplest way if you don't want to give your team of reviewers access to ScreenSteps. Reviewers will leave notes on the PDF and you will need to incorporate the suggestions in ScreenSteps.As an Editor
If you decide to give your reviewers Editor access, your reviewers can take advantage of the revision notes features, article assignments, and article status; however, if you are concerned about reviewers making edits to the actual content, then there are options for you to restrict Editor permissions (e.g. Editors can edit but not publish nor delete).As an End-user
You can create Reader accounts for your reviewers so they can look at your content in a published ScreenSteps site. The benefit of this is that your reviewers cannot modify content, but they can leave comments at the bottom of the article (if that feature is turned on for that site). The easiest way to accomplish this is to 1) create a "Staging" site 2) share specific manuals to that site 3) add your reviewers as Readers to that site.Instructions for doing any of those options can be found below.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Reply to a Revision Note
Updated onArticleAfter you address a revision note, you can reply back. A history of replies is maintained.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to View the Content Block Associated with a Revision Note
Updated onWorkflowWhen you create a revision note it can be associated with the article as a whole or with a specific content block. This article will show you how to locate the content block a revision note is associated with.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to View All Revision Notes
Updated onArticleView all the revision notes that have been added to all the articles in your site.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Notify Someone that They've Been Assigned an Article
Updated onArticleEach user has the option of receiving an email if they are made the owner of an article or a comment. These instructions will show you how to change the setting for your user account. If you are an Admin you can also change the setting for another user by editing their user profile and modifying their Email Subscriptions.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Notify Another Author that a Change Needs to be Made
Updated onArticleScreenSteps 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.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Provide Feedback to Editors (Using Notes)
Updated onArticleYou can include notes and author feedback on individual content blocks.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Assign and Set the Status of an Article
Updated onArticleYou can use article status to track the progress of an article from creation to review to approval. This setting is only to help you with your workflow. It does not affect how the article is displayed to the end user.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to View Revision Notes and Other Activity for an Article
Updated onArticleThe Activity Stream shows a history of who modified an article and when. The activity stream can contain notes about changes that were made to an article as well. The Activity Stream is available in the web application only.
Revision notes are notes that can be added to an article (or specific content blocks within the article) in order to communicate with other authors about changes that need to be made. Revision notes can be created and viewed in the web or desktop editor.
Using ScreenSteps / Authoring Content / Working with a Team of Authors
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How to Uninstall the ScreenSteps Browser Extension
Updated onWorkflowIf you do not wish to use the ScreenSteps Browser Extension anymore, you can uninstall it by following the steps below.
Using ScreenSteps / Contextual Help / Setting up Contextual Help