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ScreenSteps Documentation » ScreenSteps 2.9 » Choosing a Template for a Manual (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

5 comments for this lesson

  • Prev: Exporting a Manual to Word, PDF or HTML (Pro only)
  • Next: Introduction To The ScreenSteps Library

Choosing a Template for a Manual (Pro only)

Learn how to choose the HTML or PDF template for a manual.

Inspect Manual

Media_1290010186500_display

Right click on a manual and select Inspect.

Choose Template

Media_1304958443383_display

Choose the template you would like to use for the manual. The template will be used the next time you export.

  • Prev: Exporting a Manual to Word, PDF or HTML (Pro only)
  • Next: Introduction To The ScreenSteps Library

Comments (5)

Karin H Tuesday Jul 21 at 08:40 AM

If I select a certain template for the manual, shouldn't this template also become the 'default' for any of the lessons in the manual? Specially the PDF template?

Trevor DeVore Tuesday Jul 21 at 09:13 AM

Not necessarily as a lesson exists independently of a manual can be used in multiple manuals and on it's own. Perhaps a feature that applied the manual defaults to all lessons though?

Karin H Tuesday Jul 21 at 09:38 AM

Forgot about independent lessons in the lesson library. So the default template for a manual works only also for lessons if the whole manual is uploaded and the PDF's of the manual and lessons are created, not if I upload a single lesson from that manual?

Trevor DeVore Tuesday Jul 21 at 09:42 AM

Right. If you upload a manual to ScreenSteps Live the default template is selected by default. When uploading a lesson to ScreenSteps Live the default template for the lesson will be selected by default. You can, of course change the template that is used. One thing I've thought about is assigning default templates to ScreenSteps Live accounts (and web export accounts in general).

Karin H Tuesday Jul 21 at 10:02 AM

(I keep clicking the 'don't want to receive emails any more click here' link, darn). Thinking aloud here, based on how I'm using ScreenSteps Live at the moment. Some lessons do indeed belong to different manuals in one space. Although they have the same PDF template now I can imagine that manual 1 could have another template than manual 2. So in fact I've kind of answered my own question on default templates per manuals upload versus default per individual lessons upload. So not sure if and how assigning default templates to ScreenSteps Live accounts or general web export would/could work?

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