Recent updates
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How to Style the Article Requests Button
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 Article Requests
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How to Enable Article Requests for a Site
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 Article Requests
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How to use variables in a PDF template to insert dynamic content
Updated onArticleCertain fields in a PDF template allow you to use variables to insert dynamic content. This article will show you which fields accept variables and which variables you can use.
Using ScreenSteps PDFs Managing PDF Templates
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How to Navigate to Reports in ScreenSteps
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports
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Adding Viewer Permission Rules for an Existing Group
Updated onArticleUser groups allow you to apply viewing permissions to several users at once. This makes it much easier to maintain large numbers of user permissions.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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Adding Viewer Permission Rules to an Individual User That Already Has a User Account
Updated onArticleYou can apply viewing permissions to individual users.
Using ScreenSteps Permissions Viewing (Reader) Permissions
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How to Create Reader User Accounts
Updated onArticleNote: Only Admin can create new user accounts.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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Site Permission Rules for Readers or Contributors Viewing a Published Site
Updated onArticle- Assigned Content Only: This group/user can ONLY see articles, chapters, or manuals that they have been explicitly assigned to in the published site. Nothing else. For example, if you hire contractors and you only want them to be able to see the Contractor Manual, users in this group can only see what they have been assigned (you will not need to lock down all the other manuals/chapters/articles in your site).
- Unrestricted & Assigned Content: This group/user can see all manuals/chapters/articles in the published site that have not been restricted AND you can assign them to manuals/chapters/articles that are restricted.
- All Content: Members of this group/individual user can see all content in the published site whether it's been restricted or not.
Using ScreenSteps Permissions Overview of Permissions
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How do I invite a user to a site?
Updated onArticleYou can invite a user who does not have access to ScreenSteps.
By sending an invitation to a user from the site, that user will be able to create their own username and password and will only have access to the site you invite them to.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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How to Add Featured Article Lists to the Sidebar
Updated onArticleIn addition to adding a custom message and/or an auto-updating Recently Updated Articles list to your site's sidebar, you also have the option of adding up to 2 custom Featured Article Lists.
Setting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template