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ScreenSteps Documentation » ScreenSteps 2.9 » Changing/Setting the Default Template

Topics

  • Getting Started 9
    • New Features in ScreenSteps 2.9
    • Learn About The Blue Mango Learning Systems Customer Support Methodology
    • Creating a Lesson
    • Key ScreenSteps Concepts
    • Display Overview
    • How ScreenSteps Deals With Large Images
    • Registering ScreenSteps With a Serial Number
    • Registering ScreenSteps With a ScreenSteps Live Account
    • Upgrading from ScreenSteps 1 to ScreenSteps 2 Pro or Standard
  • Capturing Images 11
    • Capturing Images Using the Global Key Command
    • Using the Capture Tool
    • Using the Capture Tool Delay
    • Using the Capture Palette
    • How to Update Images in a Lesson
    • Using the Clipboard Recorder
    • Importing Images Into a Step
    • How to Capture a Menu
    • Using SnagIt with ScreenSteps
    • Dragging and Dropping Images Onto Lessons
    • Embedding Video in a Step
  • Editing Steps 14
    • Formatting Text
    • Insert a Link to a Web Page Into Your Lesson
    • Insert a Link to Another Lesson in the Same Manual
    • Removing a link from your text
    • Annotating Images
    • Using the Blur Tool
    • Cropping Images
    • Image Tools
    • How do I Change the Layering of Annotations?
    • How do I Check Spelling?
    • How do I Search for Text in a Lesson?
    • What is Lesson Status?
    • Setting the Draft Status of a Lesson
    • Reordering Steps in a Lesson
  • Exporting and Templates 12
    • Exporting Lessons
    • Getting Started With a ScreenSteps Live Account
    • Configure ScreenSteps to Upload Lessons to Your Blog
    • Uploading a Lesson to a Blog/Wiki
    • Configuring a Clarify-it.com account
    • Assigning a File Name to use for a Lesson or Manual
    • Selecting Word, PDF and HTML Templates for Lessons
    • Changing/Setting the Default Template
    • Overriding the Default Template for a Lesson
    • How Can I See Which Web Servers I've Uploaded a Lesson To?
    • Breaking a Link Between a Lesson and a Web Server
    • How to insert a ScreenSteps Lesson into a forum post or other web application
  • Exporting to the System Clipboard 6
    • Exporting a Lesson to the Clipboard as HTML
    • Exporting a Lesson to the Clipboard as PDF
    • How do I Specify Which Template Is Used When Exporting To Clipboard?
    • How do I paste the path to the PDF file into a file selection dialog on OS X?
    • How do I paste the path to the PDF file into a file selection dialog on Windows?
    • Why don't images show up in emails I send that I pasted a lesson into?
  • Searching/Filtering Lessons 1
    • Searching in Tag Mode
  • Tags 5
    • How Do I Tag a Lesson?
    • How Do I Tag Multiple Lessons Quickly (Using the Tag Palette)?
    • How do I delete tags from a lesson?
    • How do I delete all instances of a tag from my library?
    • Tagging Tip - Dragging Lessons Onto Tags in Tag Mode
  • Manuals 6
    • How to Create a Manual and Stub Out Lessons
    • Adding Existing Lessons To Manuals Using the Lesson Palette
    • What are Draft Chapters?
    • How do I reorder Chapters?
    • Exporting a Manual to Word, PDF or HTML (Pro only)
    • Choosing a Template for a Manual (Pro only)
  • The Library Folder 6
    • Introduction To The ScreenSteps Library
    • Creating New Libraries
    • Opening Libraries
    • Renaming a Library
    • How to Move a Library From One Computer to Another
    • Importing a Library
  • Customizing Output 5
    • Configuring HTML and Blog Templates
    • Customizing PDF Output
    • The ScreenSteps Templates Folder
    • Customizing HTML Templates
    • Updating Your Templates
  • Additional Topics 13
    • Editing Images in an External Editor
    • How to copy an image to the clipboard
    • Importing a Plain Text File Into a Lesson
    • Syncing Image Filenames to Step Titles
    • Using Split Step
    • How to Split a Lesson in Two (Create Two Smaller Lessons Out of One Large Lesson)
    • Duplicating Lessons and Manuals
    • Uploading HTML Lessons to Your Mobile Me or .Mac Site
    • Sharing ScreenSteps Lessons with Other Users of ScreenSteps
    • How do I Resize an Image Without Resizing Annotations?
    • How do I Copy Steps Between Lessons?
    • Where Is The ScreenSteps Preference File Stored?
    • How to have ScreenSteps automatically check for updates

Quicklinks

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  • View forums
  • Submit a help request
  • Contact us
  • Retrieve a lost license key

Last Updated

Nov 18, 2010

Download Manual PDF

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

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  • Prev: Selecting Word, PDF and HTML Templates for Lessons
  • Next: Overriding the Default Template for a Lesson

Changing/Setting the Default Template

This lesson will teach you how to change or clear the default Word, HTML or PDF template.

Open Preferences

Media_1289933989914

Select Either Word Templates, PDF Templates or HTML Templates

Media_1289934021571
Media_1246029219504

If a default template has been set it will be in bold.

Clear Default Template

Clear_default_template

Right click on the template name and select Clear Default to clear the default template.

Set a Default Template

Set_a_default_template

Right click on a different template and select Set as Default to set a new default template. If you don't set any default template then you will see the template selector each time you export a lesson.

You can set a default template for Word, PDF and HTML exports.

Restoring Default Templates

Media_1289934053505

If you ever need to restore the default templates that come with ScreenSteps to their factory state then look for the Restore Defaults button at the bottom of the template preference pane.

  • Prev: Selecting Word, PDF and HTML Templates for Lessons
  • Next: Overriding the Default Template for a Lesson

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