How Do I Create A Lesson Template?
In order to create a template for use when exporting a lesson to Word you will need a program that can save a DOCX file. This lesson will show you how to use Microsoft Word (Word 2013 running on Windows 8) to do this.
Create a New Document
The only text you need to add to the document is [[SCREENSTEPS_LESSON]]. When exporting a lesson ScreenSteps will look for this text in the document and replace it with the lesson contents.
Show Styles Palette
Make sure that all styles are listed.
Select All Styles from the Select styles to show: menu (1) and then click OK (2).
Add List Number and List Bullet Styles
In order for lists to appear correctly in ScreenSteps output you need to make sure that the List Number and List Bullet styles are in the document. To add the styles insert a single numbered list line and a single bullet list line (1).
Next, select the numbered list line and select List Number as the styles (2) then do the same for List Bullet (3).
Now save the document so that the styles are saved with the document.
Now you can delete the lists from the document. The List Bullet and List Number styles are still available in the document (the Styles list in this screenshot is being filtered by "In Use").
When ScreenSteps generates the DOCX file it applies styles to chapter titles, lesson titles, step titles, lesson descriptions, step instructions and step images. This makes it very easy to customize the look of your document.
You need to add the necessary styles to your template in order for this to work. Begin by clicking on the arrow next to Heading 1 in the Styles palette and selecting Modify....
For Heading 1 you only need to click the OK button. This operation adds Heading 1 to your document as a style.
Repeat For Heading 2
Modify the Heading 2 style and click OK.
Repeat For Heading 3
Do the same for Heading 3.
Add Custom Styles
Now you need to add the styles for lesson descriptions, step instructions and step images. To being click the New Style button.
Create Lesson Description Style
Name this style Lesson Description (1). You don't need to change any other settings though you can if you want. Click OK (2).
Create Step Instructions Style
Repeat the same process for Step Instructions.
Create Step Image Style
The last style you need to create is Step Image. Use this style to add padding around your step images.
Form Step Image Paragraph Settings
Before you click OK click on the Format menu and select Paragraph.
Change Spacing Settings
Change the Before and After settings for Spacing. In this example I'm using 12 pt. This adds a little breathing room around step images and the step title/instructions. Click OK to save the changes. Click OK again to save the Step Image style.
Clear Styling on Tag
After modifying the styles in the document make sure that no styles is applied to the tag. I selected the [[SCREENSTEPS_LESSON]] text and used Clear Formatting to remove any styling.
Save Document in Templates Folder
You can now save the document in the ./DOCX/Lesson folder in your Templates folder.
The next time you export a lesson to Word your new template will be available.