Rapid Authoring
Capture your policies, processes, and procedures into easy-to-follow digital guides you can build in minutes.
Use simple authoring tools to create findable, followable, and scannable guides.
Get everyone involved with easy authoring tools & features.
Quickly make changes and updates to guides while in your workflow.
Integrated screen captureCapture screenshots of any application or window. |
Screenshot annotationsAdd text, arrows, step counters, and more to any screenshot. |
Foldable sectionsMake your guides scannable with sections that open and close. |
Block authoringEasily drag, drop, or delete content sections for fast editing. |
Pop-up linksShowcase content from other articles, without leaving the guide. |
Video recordingRecord and embed videos directly into articles and courses. |
Decision treesAccount for every variable with if-then branches and paths. |
Audio to textTalk through a process and AI will organize the info into a guide. |
Integrated screen captureCapture screenshots of any application or window. |
Screenshot annotationsAdd text, arrows, step counters, and more to any screenshot. |
Foldable sectionsMake your guides scannable with sections that open and close. |
Block authoringEasily drag, drop, or delete content sections for fast editing. |
Pop-up linksShowcase content from other articles, without leaving the guide. |
Video recordingRecord and embed videos directly into articles and courses. |
Decision treesAccount for every variable with if-then branches and paths. |
Audio to textTalk through a process and AI will organize the info into a guide. |
Overcome the hours of formatting struggles you encounter when creating SOPs in Word. It takes minutes — not hours — to build guides in ScreenSteps.
Empower users to handle any procedure — no matter how complex — on their own. Create clear directions with written prompts and annotated screenshots to simplify complex SOPs and increase employee independence.
Build trust with optimized digital guides. Keep your articles up-to-date and accurate. You can seamlessly handle change with quick authoring tools that enable you to update articles in minutes, including swapping out screenshots instantaneously.
“This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us grow employee expertise and create a remarkable member experience.”
Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union
“We were able to foster a smoother transition for our association to the Fiserv DNA Loan Servicing Account System due to the implementation of the ScreenSteps platform.”
Carrie Casto
Director of Project Management, Farm Credit of the Virginias
“The customer care team LOVES these digital guides. They've told me how much ScreenSteps has helped them do their job.”
Lori Bright
Training & Development Manager
When you are authoring content in ScreenSteps, you can use either the web-based editor or the desktop editor (available for Windows and Mac).
Watch this video for how to create a decision tree and troubleshooting guide.
You can import Word files and convert them to ScreenSteps articles. To do this, you will need to use the ScreenSteps Desktop tool that comes with your account. You can see instructions here: Turn your Microsoft Word documents into ScreenSteps articles.
PDFs don't import as easily. You can add PDF files as attachments to your articles, but you aren't able to import a PDF and edit it in the ScreenSteps article editor. The best way to import PDF documents is to copy and paste the content into a new ScreenSteps article.
It depends on the product. If the product you are using can export HTML or Word files, then most likely we can help you migrate your content into ScreenSteps.
But each situation is unique so the best way to get a definitive answer is to speak to a member of our team. We will look at your content and let you know how well it would move into ScreenSteps or if some reformatting would be required.
Yes, you can host videos on Screensteps. You can also easily embed videos from Wistia, Vimeo, or YouTube for your courses.
No. The desktop tool is specifically designed to work with the cloud service. It doesn't work as a standalone product.
The deep integration between the desktop tool and the cloud service allows you to:
Yes. You can generate PDFs of the articles, chapters, and manuals in your ScreenSteps account. You can even create custom PDF templates with your logo, font styles, and headers/footers to use when creating your PDFs.
Introducing Clarify, the ScreenSteps AI-powered Knowledge Ops assistant, designed to help your team capture, use, update, and manage knowledge faster and more efficiently.
Discover a better way to train employees. Build a self-paced course and learning paths for transferring foundational knowledge to employees.
Integrate your Knowledge Ops Platform with every web-based application, giving your employees answers wherever they work.
Spend less time capturing digital guides with tools that help you author faster.