Recent updates
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How to change the icons that appear on each manual
Updated onArticleSetting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
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How to Install the ScreenSteps Browser Extension
Updated onArticleIf you're not sure what the browser extension is, we have two great resources for you to check out:
Using ScreenSteps Contextual Help Setting up Contextual Help
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How to Use jQuery to Customize a Browser Extension Channel Based on Page Content
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <[email protected]>.
Using ScreenSteps Contextual Help Using Contextual Help
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Using annotation presets to create a standard look
Updated onArticleAnnotation Presets can be used in the desktop article editor to ensure that the image annotations in your documentation have a consistent look regardless of who is working on writing the article.
Any annotation presets you create will be available to other authors on your account the next time they launch the ScreenSteps desktop software.
You can use an annotation preset for any of the annotation tools.
Setting Up ScreenSteps Authoring Content Working with Annotations
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How to Receive Comment Moderation and Article Rating Emails (or Turn Off Email Notifications)
Updated onArticleAs an Admin, you can control which users will receive comment moderation notifications. A comment moderation email is sent whenever a new comment is created that has not been approved by an admin or editor user or whenever an article is rated by a user.
Contributors can also modify comment moderation settings if they have been given permission to do so.
Setting Up ScreenSteps Customize Your Site Comments and Ratings
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How do I resize images and the image canvas?
Updated onArticleThis feature is only available in the desktop editor.
Setting Up ScreenSteps Authoring Content Working with Images
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SAML attributes that ScreenSteps accepts for identifying users
Updated onArticleThis table shows which SAML attributes in a SAML assertion map to ScreenSteps user attributes.
When the following attributes are included in the
AttributeStatement
of the SAML assertion, the corresponding user attributes will be updated in ScreenSteps.Using ScreenSteps Single Sign-on and SCIM Using SAML
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How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Updated onArticle- Click on Account
- Click on Site Access
Using ScreenSteps Single Sign-on and SCIM Using SAML
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Setting Up Your Application to Use ScreenSteps Remote Authentication (Not SAML)
Updated onArticleThis article is for developers who want to allow users to sign in to their ScreenSteps site through a 3rd party application that the developer controls.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
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What is ScreenSteps for Salesforce Service Cloud?
Updated onArticleScreenSteps for Salesforce Service Cloud is an add-on which is available on Enterprise accounts.
Additional Help Resources Salesforce and ScreenSteps Salesforce Service Cloud Integration