Jonathan DeVore

By: Jonathan DeVore on September 1st, 2020

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What Type of Procedures and Guides Should You Send us?


If you're trying out ScreenSteps to see if it will be a good solution for your company, the very best way to determine if it will meet your needs is to see YOUR procedures, guides, policies, and protocols IN ScreenSteps.

The problem is that, just like any new tool, it takes time to learn how to use ScreenSteps and it will take time to migrate content into ScreenSteps.

You don't want to waste your time

If you knew for sure you wanted to move forward with ScreenSteps, then you could count time spent learning it and migrating content over as an investment. But... if you aren't yet sure whether ScreenSteps is right for you, or after seeing your content in ScreenSteps you decide not to move forward, then that time you spent learning it and migrating content over would be considered wasted

How can you see your stuff without spending your time?

If only there were a way to get somebody who already knows a lot about ScreenSteps to just upload your content for you. That way you could see your procedures, guides, and protocols in ScreenSteps without having to spend any of your precious time doing it yourself.

Well, that's exactly what the ScreenSteps team does. If you are going through a ScreenSteps trial, you can send us some example content and we will import it for you so you can see what it will look like in ScreenSteps.

What kind of example content should you send us?

Right now, you just need to see a sample of your content in ScreenSteps to know whether you should move forward. In the video below, we give you three ideas for the kind of content you can send us.

Send us example content 80


Three goals in mind

Customer love using ScreenSteps for lots of reasons, but here are the top three:

  1. You can make complex procedures easy to follow and understand.
  2. You can find (via search) what you need.
  3. You can easily incorporate screenshots into the procedures.
So that's what we typically focus on when we show you your example content. Our goals are for you to see:
  1. How ScreenSteps will take your complex guides that nobody can understand and make them clearer.
  2. How you can find what you need via keyword search
  3. How you can use screenshots to explain step-by-step instructions

Send us what you've got

There's no need to clean up your procedures. We are not your guests staying at your house––we don't care if things are a little messy or disorganized. Just email your ScreenSteps contact what you have and we'll import them into ScreenSteps so you can get a sense as to whether we are what you're looking for.

How long does it take to get them imported?

Our team can typically get your content into ScreenSteps in a day. If your procedures are really complex (e.g. 30 pages of troubleshooting guides) then it may take two days.

What happens next?

After we receive your guides and upload them, we'll reach back out to you to set up a time to review. We'll show you what your content looks like in ScreenSteps and see if you have any questions.

What if I don't have a trial account or haven't been in contact with the ScreenSteps team?

If you haven't signed up for a trial of ScreenSteps yet, schedule a demo to get started. After the demo, we'll set up your trial account for you, upload your content, and schedule a follow-up meeting to show you what your content looks like in screenSteps.

If you have a trial but you haven't been in contact with a member of our team, you can schedule a demo as well. Before the demo, you can send your content over and we'll show you what it looks like in ScreenSteps.

About Jonathan DeVore

Customer Success