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ScreenSteps Documentation » ScreenSteps 2.9 » Exporting a Manual to Word, PDF or HTML (Pro only)

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 10
    • Capturing Images Using the Global Key Command
    • Using the Capture Tool
    • Using the Capture Tool Delay
    • Using the Capture Palette
    • 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 11
    • 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
  • 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 12
    • Editing Images in an External Editor
    • 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

Last Updated

May 09, 2011

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
  • Improving your Zendesk Support Site with ScreenSteps Live

Comments

4 comments for this lesson

  • Prev: How do I reorder Chapters?
  • Next: Choosing a Template for a Manual (Pro only)

Exporting a Manual to Word, PDF or HTML (Pro only)

Learn how to export an HTML or PDF version of a Manual. This will contain a table of contents that links to all of the lessons in your manual.

NOTE: This feature is only available in the Pro version of ScreenSteps.

Select Manual

Media_1290009983698_display

Select the manual you would like to export.

Select Export Format

Media_1290010009335_display

Select Word, PDF, HTML or Package from the export menu.

Note: You can also export manuals to ScreenSteps Live but the process is slightly different and will be covered in a different lesson.

Select a Template

Select_a_template_display

Select the template you would like to use (1). You can choose to make the selected template the default template for manual exports (2).

Checking Export Drafts (3) will include draft content in your exported manual.

If you just want to include lessons with a particular status you can check/uncheck status boxes as needed (4). Once you are done select Export (5).

NOTE: You can edit your templates in the ScreenSteps Preferences.

Alternate Method: File Menu

Media_1290010062399_display

You can also select the Topic and then choose File > Export Manual.

  1. Word - A manual with a table of contents will be exported in DOCX format (compatible with Word and various other word processors).
  2. PDF - A PDF manual with a table of contents will be created for you.
  3. HTML - Various HTML files and folders will be created. You will be asked where you want to save the files (you should probably create a folder to store all of the files that will be exported).
  4. ScreenSteps Live - Your manual will be published to ScreenSteps Live. You must have a ScreenSteps Live account to use this option.
  5. Package - A single package file will be created. This is used to move the manual between ScreenSteps Libraries. For example, you would use this if you needed to send a manual that you were working on to another ScreenSteps user. That user could then edit the lessons in the manual.

Alternate Method: Use Contextual Menu

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Right click on a topic and select Export. You have the same options as mentioned above.

  • Prev: How do I reorder Chapters?
  • Next: Choosing a Template for a Manual (Pro only)

Comments (4)

Thomas Friday Jan 22 at 04:44 AM

Hi,
I would like to change the title of the "Table of Contents" when exporting a manual to PDF. I have german customers and so I'd like to translate it. Is this possible?
Thanks
Thomas

Trevor DeVore Friday Jan 22 at 06:23 AM

@thomas Not in the current version. This is something we are looking at for an update to PDF we are working on.

Jonathan Stoppi Friday Jun 24 at 04:42 PM

Hi
Is there a way of restricting the use of the PDF prior to exporting (as in Acrobat)?

- JS

Trevor DeVore Monday Jun 27 at 05:53 AM

@JS - no, ScreenSteps does not support any security features in PDF output.

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