--- title: ScreenSteps Reviews meta_title: 'ScreenSteps Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 54 reviews by the users' company size, role or industry to find out how ScreenSteps works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 54 scale: '5' date_modified: '2026-06-22' parent_category: name: Knowledge Management url: https://www.g2.com/categories/knowledge-management --- # ScreenSteps Reviews **Vendor:** ScreenSteps **Category:** [Work Instructions Software](https://www.g2.com/categories/work-instructions) **Average Rating:** 4.7/5.0 **Total Reviews:** 54 ## About ScreenSteps ScreenSteps is a knowledge ops solution that helps teams empower every employee to act and feel like an expert, regardless of their experience, background, or tenure. The solution is made up of three components: 1. Knowledge Ops Platform: a centralized knowledge hub for creating, managing, and accessing digital guides and training courses. 2. Find & Follow Framework: a methodology for improving training and operations by transferring knowledge more effectively. 3. Knowledge Coaching: one-on-one coaching with knowledge ops experts to ensure a successful knowledge implementation. The results? Faster training, fewer questions, and fewer mistakes. ## ScreenSteps Pros & Cons **What users like:** - Users find ScreenSteps to be **easy to use and set up** , making it ideal for creating manuals. (1 reviews) - Users find the **easy setup** of ScreenSteps beneficial for creating effective product manuals effortlessly. (1 reviews) - Users appreciate the **efficiency** of ScreenSteps, finding it easy to use and set up for effective manuals. (1 reviews) - Users find ScreenSteps **helpful** for its ease of use, setup, and effective search functionality for manuals. (1 reviews) - Users value the **navigation ease** of ScreenSteps, making it simple to find information quickly and effectively. (1 reviews) - Setup Ease (1 reviews) **What users dislike:** - Users note some **formatting limitations** in ScreenSteps, yet they still manage to build effective Knowledge Bases. (1 reviews) - Users note **limited options** in formatting, but it hasn't hindered their ability to develop a solid Knowledge Base. (1 reviews) ## ScreenSteps Reviews ### 1. Intuitive and easy to set up **Rating:** 5.0/5.0 stars **Reviewed by:** Sandy S. | Freelance Professional / Tech VA, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2023 **What do you like best about ScreenSteps?** The software is easy to use, easy to set up, and useful as an internal or external Product Manual. (My company uses it for both.) It's easy for users to search and there is also an option to add keywords or typical phrases used in Search. **What do you dislike about ScreenSteps?** There are some formatting limits but nothing that has prevented us from creating a well-rounded Knowledge Base for our clients. **What problems is ScreenSteps solving and how is that benefiting you?** Tracking processes and procedures has become easier since using ScreenSteps. If someone needs to fill in for a missing staff member, we have instructions in place to guide them. ### 2. Comprehensive knowledge management system **Rating:** 5.0/5.0 stars **Reviewed by:** Terry H. | Business Analyst & Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2022 **What do you like best about ScreenSteps?** ScreenSteps has almost everything you can think of for a knowledge management system. We chose ScreenSteps because it includes knowledge articles, checklists, workflows (that guide the user to the correct outcome), training courses, and—most importantly—a Chrome extension. The Chrome extension in particular allows users to search for articles overlaid over the web-based tool they're using. This makes it much more accessible, rather than having to look for help in another app. We can even link help articles to specific URLs—using the "channels" feature—to make it even easier for users to find guidance on the tools they're using. Our knowledge base on ScreenSteps has become a central hub of our business. We're constantly using ScreenSteps, and hardly a day goes by without us thinking of new information to add to it. **What do you dislike about ScreenSteps?** I'd love to see a feature to allow us to re-use content. So, for example, dynamically embedding paragraphs from one help article into another article to save us duplicating content. **What problems is ScreenSteps solving and how is that benefiting you?** We specifically wanted a system to speed up training new team members, and to allow us to quickly and confidently delegate new tasks to existing team members. This is allowing us to share knowledge, experience, tips and techniques with new members of the team in a structured, consistent, and less daunting way. ### 3. Excellent Customer Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Corinne T. | IT Division Professional Development Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about ScreenSteps?** Although everything about ScreenSteps is wonderful, it's the excellent customer experience is why I recommend this company to others **What do you dislike about ScreenSteps?** Nothing! The team has been very receptive to suggested changes or clarifications on new options. **What problems is ScreenSteps solving and how is that benefiting you?** Nested formatting was something that would be helpful for us - these recommendations were heard and the changes have been very useful! ### 4. We love using ScreenSteps to organize and create our content. Phenomenal support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about ScreenSteps?** Super easy to use and incredibly fast support. ScreenSteps gives us amazing options to make our content more usable to our customers. **What do you dislike about ScreenSteps?** There really isn't anything that I dislike about the software or the company. **What problems is ScreenSteps solving and how is that benefiting you?** Time. Screensteps saves us so much time in guide creation. ### 5. Excellent Software for Documentation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2021 **What do you like best about ScreenSteps?** Easy of use for make documents and for search information. **What do you dislike about ScreenSteps?** Maybe the price can start with a smaller range for small companies. Also the missing way to do a good backup of the information we store. Will be great to have the ability to export as PDF everything in a recurrent way, so we can use that info as a backup. **What problems is ScreenSteps solving and how is that benefiting you?** I sole the problem of making similar process with diferent people and with Screensts I can make it in a way every body follow the same tasks. ### 6. It's everything we never knew we needed... and more! **Rating:** 5.0/5.0 stars **Reviewed by:** Christen N. | Vice President, Technology & Analytics, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2021 **What do you like best about ScreenSteps?** I love everything about ScreenSteps. Let me count the ways: Customer Service. Top-notch service that is super responsive by email. If extra help is needed, it's very easy to schedule a quick zoom session with them. In the first meeting we had with ScreenSteps, we were introduced to the team, not just one point of contact. Ease of Use. As someone who rarely reads documentation and just likes to jump into things, it's fairly intuitive how to use the platform. The company did not over-engineer a product with too many bells and whistles that add little value and instead more confusion. However, if I got stuck on something... Support. The ability to easily watch digestible videos and quickly find tutorials and easy-to-understand instructions were all found within their help platform. Their documentation is consistent and easy to follow. I suppose this shouldn't be a surprise as they are masters of arranging this type of content and use case! I also found their articles very helpful when thinking about how to approach a use case I had in mind that was outside normal SOPs. And if I got lost, the support team was a quick email away. The ScreenSteps team has been great in getting me back on track. Consistency. I like that we can set up the site with our preferred brands and make our templates, but contributors and authors don't have to think about these settings: everything is consistent across the board from fonts to colors to call-outs. This allows the writer to focus on their expertise and ensure their knowledge is understood and not distracted by jarring formatting changes from one article or chapter to the next. Versatility. This product, in general, is a godsend for an organization that is primed to start proper documentation and SOPs to ensure the company creates as much consistency and process as possible. It also helps save onboarding time, fewer errors, and the checklist/workflow/etc features help make the learning process sticky and applicable to more than one specific use case. More than SOPs. I know we originally purchased this application for organized, streamlined documentation and SOPs, but I also use it for creating and documenting our organization's Cyber Security Framework's controls, policies, and procedures. This will easily help make our annual audit more accessible and accountable to those involved in enforcing policies. We plan on using this for other organization needs and the public site will be utilized in the future for our regional sites. **What do you dislike about ScreenSteps?** There is nothing I don't like about ScreenSteps. This is a fantastic product and I will remember to bring it into every organization I go to! **What problems is ScreenSteps solving and how is that benefiting you?** We needed a centralized knowledge repository where SOPs can be documented in a consistent way with specific controls, permissions, and accountability checking. Also, a technology risk management framework was also incorporated in ScreenSteps to outline controls, policies, and procedures so that the content and source documentation can be easily referenced by staff and auditors. ### 7. Excellent tool for easily creating good looking and consistently presented product documentation **Rating:** 4.5/5.0 stars **Reviewed by:** David O. | Founder/Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2021 **What do you like best about ScreenSteps?** What I like best about ScreenSteps, is that it makes it fast and easy to create consistent product documentation. Authors do not have to worry about fonts and colours and line-spacing, or how best to format call-out boxes. And grabbing, incorporating, annotating and updating screenshots is simple. Authors can focus on sharing their knowledge, not formatting it. ScreenSteps support is great too - the guys know their stuff and are very responsive. **What do you dislike about ScreenSteps?** There's nothing I don't like about ScreenSteps. The biggest item on my wishlist is for integration with our customer support software (Intercom), e.g. integrating with live chat so that KB articles could be suggested to customers (at the time of writing, I believe there is integration with Zendesk, but we don't use ZD). **What problems is ScreenSteps solving and how is that benefiting you?** We use ScreenSteps to create product documentation for our B2B SaaS product. Our ScreenSteps knowledge base contains all the information our customers need to get started with our product. And whenever we get 'how to' questions from our customers, we ensure our KB is updated to make customer support more efficient over time. Our KB has become one of our most valued assets. ### 8. Not just for training materials! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **What do you like best about ScreenSteps?** I use ScreenSteps to record the many hundreds of steps done for long, complex admin and upgrade processes of complex databases and core business system landscapes. Screen captures are incredibly fast, with no cut and paste required, one keyboard shortcut and a swipe of the mouse selects the image area and drops it into the document. Image annotations, document structuring, and text blocks are easily created. The toolkit is stripped down to the bare minimum for fast ramp-up and ease of use when you are tired and grumpy and things are going wrong. The annotation tools (boxes, arrows, and numbered dots!) allow me to build a detailed document with chapters and sections as I go through the procedure, with no need for subsequent reworking. When I finish the job, the document is ready for me to review to produce a condensed activity report, or to hand to the customer, complete with explanatory text and annotated screen captures (all created during billable time!) Customers love that I create these documents - they see it as evidence of a safe, methodical, risk-averse approach that is concerned with protecting their investment in their systems, and making ~them~ look good to their users. These documents are sometimes used by the customer's staff for self-education and auditing of my work, and very occasionally to confirm that the number of hours I bill is reasonable. I also use the ScreenSteps transcripts when something goes wrong partway through the process (usually around 4am on a Sunday.). I record absolutely every step including server logins (so I know which admin account I used) and every tiny pop-up so I can easily backtrack to find the cause of most problems. If you do server maintenance, you absolutely should use ScreenSteps to document everything you do for subsequent analysis in the event of "unexpected results". It will save you hours of forensic analysis and probably hours of unexpected downtime too. Use it to record what ~you~ will need to troubleshoot problems that arise in the future. **What do you dislike about ScreenSteps?** Nothing - it does precisely what I need. **What problems is ScreenSteps solving and how is that benefiting you?** I record the steps of complex installations and upgrades of SAP systems and related databases for troubleshooting, post-mortem analysis, and billing justification. ### 9. Great product, excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2020 **What do you like best about ScreenSteps?** I train a large customer support team (both phone agents and an offline team). The two applications are great - the Chrome Extension, because it can pop into any of our tools easily (without taking up valuable real estate on an agent's screen) - and the web app for folks that want to see a new process in the full screen. As an instructional designer that is part of a larger team of instructional designers, I love the array of tools such as screen capture and the editing tools that are already built-in, which means that we have consistency in our images, arrows, fonts, etc., no matter who decides to author a process. There are just so many helpful tools that are included with this product. The best part of working with Screensteps, though, is their wonderful support team. They have already built us some custom features and the product is constantly improving. They listen to our feedback. I just can't say enough great things about their product and team. Adding Screensteps was a great decision - one we would make again and again. **What do you dislike about ScreenSteps?** There is nothing to dislike, really. If we want to add a new feature, we can put in a feature request to have it added and go from there. **What problems is ScreenSteps solving and how is that benefiting you?** Our company has a lot of long, complicated processes that involve multiple steps (sometimes as many as 20!). For these types of articles, the agents love the checklists. They allow an agent to easily follow more complicated processes that have multiple steps. We can also delineate the major steps from the minor steps so the article itself is not overwhelming and can be used by both new agents and tenured agents (who may already know how to do 4/5 of the steps from memory). In a checklist article, the agent can check off the boxes as they go so that they don't lose their place while speaking with a client. It's just been so, so helpful. ### 10. Recommended Tool for Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about ScreenSteps?** The best feature I like about screen steps is that it is Searchable. You can add keywords in the document to search, and the user can search the documents based on the keyword. We can organize the documents based on Channel, Module, Chapter, and Articles. We can Publish and Unpublish the article, ask the owner or SMEs to approve the document content. We can use the tool in a web application or a desktop app. I can attach videos, Images and use Rich text to create the documentation. **What do you dislike about ScreenSteps?** We can not deploy the Screensteps on all of the devices. We wish we could use it on a mobile device as well. **What problems is ScreenSteps solving and how is that benefiting you?** Our documents were here and there in google docs, words, and in someone's email. With Screen steps, we have all the documents in one place and properly organized. It is easy to manage for the administrator and easy to use for the staff. ### 11. Customer Centricity At It Very Best **Rating:** 5.0/5.0 stars **Reviewed by:** Jason M. | Operations Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2021 **What do you like best about ScreenSteps?** Greg and his team have listened to the needs of my team and ensured that we have a product that will drive real value back to our reps and the patients that we are servicing. This is more than just a knowledge system - this is a platform that connects all my reps to ensure consistency and quality across my whole group. **What do you dislike about ScreenSteps?** There is nothing to dislike about this product. **What problems is ScreenSteps solving and how is that benefiting you?** Improvement to training adoption for new recruits Consistency for existing reps The ability to connect my remote call center to the one platform for all their day to day needs The ability to easily update procedures and issue to the center in a quick and easy to use format. ### 12. NIce publishing & editing features **Rating:** 3.5/5.0 stars **Reviewed by:** Kieran T. | Director, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about ScreenSteps?** Nice image and text editing and formatting options Flexibility on duplicating or referencing articles in multiple sections **What do you dislike about ScreenSteps?** Overall look and feel of the help centre itself is somewhat lacking **What problems is ScreenSteps solving and how is that benefiting you?** Help centre Instructions Self-service Resources ### 13. Help desk documentation made easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Luk D. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2021 **What do you like best about ScreenSteps?** We've been using Screensteps since 2014, and since we migrated our support portal to Zendesk in 2017, we have been pushing ScreenSteps content to the Zendesk help center with ease. ScreenSteps allows you to make sure to have a consistent structure and look and feel across your articles. While we did run into an image resolution issue at some point, it turns out that, when we reported this, the fine people at ScreenSteps decided to dedicate some time to address our specific issue within about a month's time. **What do you dislike about ScreenSteps?** Well, nothing really, as the one time we ran into a problem, it was fixed later on. **What problems is ScreenSteps solving and how is that benefiting you?** Easily manage our documentation, and keep a good overview of what needs to be updated. ### 14. Absolutely the best tool for creating product documentation! **Rating:** 5.0/5.0 stars **Reviewed by:** Larry D. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2021 **What do you like best about ScreenSteps?** We create tons of product documentation and training materials for our Salesforce-based Volunteer Management Application, "HandsOn Connect". Screensteps is an invaluable tool that has allowed us to quickly produce best-in-class product documentation that our clients rave about. Screensteps makes it extremely quick and easy to produce high-quality documentation. It streamlines the process of organizing information, adding screenshots, and quickly annotating them. It allows us to organize documentation into manuals, chapters, and articles and makes searching for content intuitive and straightforward for users. In 13 years of writing product documentation, I've not found a better tool for creating and maintaining training/support materials. The tech support is terrific, and the product is constantly improving. It saves me tons of time and makes creating quality documentation a breeze. Its one tool I simply can't do without! Highly recommended. **What do you dislike about ScreenSteps?** Whenever I've encountered a missing feature or run into a problem - I've found the support team quick to respond and implement positive change. I can't think of any negatives. **Recommendations to others considering ScreenSteps:** Don't hesitate. I've found no better solution than this for product documentation and training. **What problems is ScreenSteps solving and how is that benefiting you?** Solves the problem of creating thorough and complete documentation with a minimum of effort. Our documentation is always highly rated and appreciated by our client base. ### 15. Ticks The Right Boxes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **What do you like best about ScreenSteps?** It makes the organization of documentation easy. Integrated desktop client to manage annotated images is fantastic, search makes finding content super-easy, great support from the Team when required. I've been using ScreenSteps for many years have never been inclined to go elsewhere. **What do you dislike about ScreenSteps?** Any items which I didn't like were addressed in the new version so currently there are no standouts. **What problems is ScreenSteps solving and how is that benefiting you?** Organization of process and procedural documentation. Quick search to find content for end-users. Benefits include fast documentation and quick maintenance updates to keep content current. ### 16. Screen Steps is a great tool for creating, editing and reviewing content. **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie R. | Back Office Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2021 **What do you like best about ScreenSteps?** The search tool is a fast and reliable source to locate requested information that is key when working in a 24/7 global call center. Also, Screen Steps can be made available in SFDC where you do not require a swivel chair process whe handling a call interaction. **What do you dislike about ScreenSteps?** I have not identified any dislikes at this time. **Recommendations to others considering ScreenSteps:** The ease of setup and use can provide ROI on your investment. **What problems is ScreenSteps solving and how is that benefiting you?** Working in a 24/7 call center it is difficult to locate required information searching pages in books or opening other systems. All of the required information needed to support the call center can be located in Screen Steps, whether if me a manual or a quick link. ### 17. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Donna R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about ScreenSteps?** We use ScreenSteps for our Salesforce-based Knowledge Base. I expected to like the software and that I would find it easy to use. But the speedy customer service and follow-up have been the most impressive. Kudos to Greg and his team! **What do you dislike about ScreenSteps?** I haven't run into any problems with Screensteps. **What problems is ScreenSteps solving and how is that benefiting you?** We are customizing Salesforce by moving many of our internal processes to the platform. We created help modules for internal use so that all staff hit the ground running. We also use the Experience Cloud for a Customer Portal. We link helpful articles there, accessible to our customers, using ScreenSteps. Staff are cross-training colleagues using the help articles and have become reliant upon them to keep up with the latest changes to internal processes. ### 18. Great for SOPs, onboarding training, and on-demand instructions **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer T. | Technology Platform Engagement & Support, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about ScreenSteps?** The system is easy to set up, works great with Salesforce, and they have fantastic tech support when I have a question. **What do you dislike about ScreenSteps?** I'm racking my brain to think of something. We've used the tool for years and any issues we may have had were resolved with new development. **What problems is ScreenSteps solving and how is that benefiting you?** SOPs - For our staff, we have our procedures documented with step by step directions. This is used during their onboarding and as a resource. The bulk of our step by step directions are geared towards our clients that use our community in Salesforce. I also upload a copy of our weekly newsletter for a searchable resource and imbed the link to the recordings of our weekly training. ### 19. Training Document Dilemma Sorted **Rating:** 5.0/5.0 stars **Reviewed by:** Baden B. | Quality Compliance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2021 **What do you like best about ScreenSteps?** Document creation and management ease... **What do you dislike about ScreenSteps?** No significant dislikes of this software. **Recommendations to others considering ScreenSteps:** I would certainly recommend any business large or small to talk to the Screensteps team to assess if their excellent software would be able to provide the document management and training outcomes desired. **What problems is ScreenSteps solving and how is that benefiting you?** It can create training collateral that is available to users within the application. Once created, editing and managing the content is simple to do and can be controlled by multiple contributors. Once core training articles have been created they can then be used to develop courses that can be role or task specific. ### 20. We love ScreenSteps! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda K. | Director IT Services, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2021 **What do you like best about ScreenSteps?** Migrating to this new platform was super easy which supported a seamless rollout. Feedback received from our end users has been consistently positive providing our staff the ability to quickly find information to do their job. Most importantly, the vendor is very supportive and responsive with meeting our needs whether it's customization or considering new enhancements to make an already great product even better. **What do you dislike about ScreenSteps?** ScreenSteps can be used to house documents but there are limitations **What problems is ScreenSteps solving and how is that benefiting you?** Ability to create different manuals for specific areas but have them housed in one location. Providing a very effective Search function for end users to quickly find what they are looking for. Administering the site is easy requiring minimal training allowing many levels within the organization to be content authors. Great functons like instant screen captures, workflows and checklists creates a great user experience. In additional, the platforms provides great analytics which helps us to continue to improve the tool for our end users. ### 21. Great product! I use it all the time **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia P. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2021 **What do you like best about ScreenSteps?** I like being able to easily and quickly create documents that serve as step-by-step instructions for my clients. I can create user manuals as well, but I find that the smaller docs, that a client can print and use next to their computer, is just the best! **What do you dislike about ScreenSteps?** There's a learning curve with Screensteps. The documentation is all there and easy to find and read, but some parts of it are not 100% intuitive. **What problems is ScreenSteps solving and how is that benefiting you?** Onboarding clients into their Salesforce implementation, keeping track of the steps I take to solve problems with a client's Salesforce. Teaching myself how some new functionality works and keeping track of how I am using it. ### 22. Easy to use and well received **Rating:** 5.0/5.0 stars **Reviewed by:** Bastien V. | Senior Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2021 **What do you like best about ScreenSteps?** Great UX, makes it easy to create your own documents/guides/training materials and export them easily. **What do you dislike about ScreenSteps?** The web-based application could be better in terms of usability. **What problems is ScreenSteps solving and how is that benefiting you?** I am able to create more visual documentation and keep a library of steps which I can copy and paste for different scenarios. ### 23. Screensteps - The right choice for your knowledge base **Rating:** 5.0/5.0 stars **Reviewed by:** Scott A. | Director of Education and Training, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2021 **What do you like best about ScreenSteps?** Screensteps make the creation of knowledge base articles simple and easy. Among other features, the autonumbering of steps and ability to re-arrange and have the auto numbering update automatically is a higher timesaver! **What do you dislike about ScreenSteps?** The Web version is a little more difficult to use than the desktop, but great for quick edits and updates. **What problems is ScreenSteps solving and how is that benefiting you?** We create knowledge articles for our software users across the globe. having self-help articles on use has made a tremendous difference in handling our support tickets as well as a decrease due to the self-help articles on our support site for all clients. ### 24. enterprise knowledge and helpdesk documentation easily done **Rating:** 5.0/5.0 stars **Reviewed by:** Matthias Z. | Head of IT, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about ScreenSteps?** A full web based approach, combined with a complimentary desktop app with even more features, makes it easy to create articles. **What do you dislike about ScreenSteps?** The pricing is getting a bit steep, when considering that maybe 50% of all users never even read an entry but you must give them access anyhow. **What problems is ScreenSteps solving and how is that benefiting you?** We have made sections for Enterprise Directives and sections for Knowledge Management and FAQ for IT Helpdesk. ### 25. Uniform and up-to-date instructions! **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas D. | Producer, Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2021 **What do you like best about ScreenSteps?** Easy to use and consistency in layout helps to create uniform procedure descriptions throughout your entire organization. **What do you dislike about ScreenSteps?** If you want to benefit all the editting features of screensteps, you will need a local editing tool on your PC. **What problems is ScreenSteps solving and how is that benefiting you?** Before, our instructions on procedures were published in all kinds of formats (.dcox, .pdf, . other apps). There was no uniform layout. URL referrals to instructions were mostly dead, and the maintenance of the instructions due to updates were not implemented. ### 26. ScreenSteps Review **Rating:** 5.0/5.0 stars **Reviewed by:** Barry W. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2021 **What do you like best about ScreenSteps?** Easy to use, creates a nice looking page, great support **What do you dislike about ScreenSteps?** Have to remember to have just viewed the page where you want to grab content prior to using ScreenSteps to get the content (screenshot) to add to the article being built. **What problems is ScreenSteps solving and how is that benefiting you?** Allowing customers to support themselves without need to contact customer support and also creating a repository for internal knowledge. ### 27. Great way to manage your content **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie A. | Learning and Development Specialist II, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about ScreenSteps?** The user-friendly nature of the platform - screen capture and unfolding steps functionality. I am also impressed with the available level of support to users - thanks for everything, J (Jonathan DeVore)! **What do you dislike about ScreenSteps?** Nothing, I am delighted with ScreenSteps. **What problems is ScreenSteps solving and how is that benefiting you?** Providing users with self-paced, on-demand access to content. Eliminating the need of creating job aids. ### 28. Help doc software that's searchable and fully featured **Rating:** 5.0/5.0 stars **Reviewed by:** Melinda K. | Author, Publisher, Creator and Designer, Publishing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about ScreenSteps?** The desktop app. Hands down it's the best. It has everything I need. **What do you dislike about ScreenSteps?** The web editor. It's not as fully featured as the desktop editing tool. There are a lot of things you just can't do on it. I have communicated specific areas where it falls down to the Screensteps team. They are a group of really awesome and responsive people. **Recommendations to others considering ScreenSteps:** It's a powerful tool. It offers far more than other sites do, and their support staff is great. If you need a custom solution their interface doesn't offer, all you have to do is contact their support team and explain what you need. They'll come back with a solution or a workaround. **What problems is ScreenSteps solving and how is that benefiting you?** We needed help documentation that walks users through our internal applications. These docs needed annotated images, videos, etc and the end result needs to be outputted to the web. Screensteps offered that. ### 29. Easy to use documentation and knowledge application **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2019 **What do you like best about ScreenSteps?** Desktop editor is one of the best and easiest to work with. **What do you dislike about ScreenSteps?** only 3 levels of nesting available for organizing articles: Manual, Chapter, and Article **What problems is ScreenSteps solving and how is that benefiting you?** Internal knowledgebase. a central location for internal policies and procedures ### 30. Screensteps saved the day! **Rating:** 5.0/5.0 stars **Reviewed by:** Gary D F. | Chairman and CEO, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about ScreenSteps?** It's hard to decide if I like the software or the support best. For sure one thing I like is that its so easy to use, even our customers can do it. Setting up a new users is a simple as adding their credentials and sending them an email. Rarely do new users have any questions about what to do. But the support (the two or three times I've needed it) is fantastic. Response times are fast, and only take one request. In word superb. **What do you dislike about ScreenSteps?** What do I dislike? For me, nothing. The Screensteps team seems to always ahead of what we need. I'm sure that's lots of stuff we still don't take advantage of. **Recommendations to others considering ScreenSteps:** Don't wait, do it today. **What problems is ScreenSteps solving and how is that benefiting you?** About 10 years ago we were implementing our software for a new customer. I had a team onsite. Their CEO called me screaming, "YOUR DOCUMENTATION SUCKS!!!" Of course he was right. I told him I had a plan to fix it. I had just seen the Screensteps demo presented at an Apple event online; I signed up. I think we are one of the first customers. Anyway, within a few weeks we had rewritten our entire user document set in ScreenSteps and presented it to the customer. The result: Happy, happy, happy. We've both been using it ever since. ### 31. This makes our knowledge base easy to create **Rating:** 4.5/5.0 stars **Reviewed by:** Barb C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2018 **What do you like best about ScreenSteps?** Ease of use, importing gifs, tag options **What do you dislike about ScreenSteps?** It often creates an additional section:( **Recommendations to others considering ScreenSteps:** Take it slow. Don't click on the different type of selection (heading, text, image etc.) option a lot or you will end up having to delete a lot of "content" that isn't really content. **What problems is ScreenSteps solving and how is that benefiting you?** Creating an easy to navigate, easy to understand knowledge base on Zendesk is easy with Screensteps, we can create more articles in a shorter period of time, and incorporate gifs and screenshots easily ### 32. Screensteps is a great tool for help article management and organization. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2018 **What do you like best about ScreenSteps?** I love how easy it is to make future updates to help articles. I can easily make the change when I know it will be coming but I don't have to publish the change until the feature is live. This way I can feel really prepared for upcoming product releases. **What do you dislike about ScreenSteps?** Honestly, nothing comes to my mind right off the bat. **Recommendations to others considering ScreenSteps:** We really love it and we don't plan to change anytime soon. **What problems is ScreenSteps solving and how is that benefiting you?** We use Screenstep's integration with Zendesk and really love how seamless it is. Screenstep's makes it easy to be prepared for future product releases so we know our customers will get the information they need right from the get-go. Since we have two main users in Screensteps, we need both of them to review each other's updates. This process is easy with Screensteps. ### 33. Wonderful platform for client facing Help Center **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about ScreenSteps?** Like how we can organize chapters of content. It's easy for us to organize and therefore easy for our clients to search on the user-facing end. Also, my entire team can work on different articles within ScreenSteps at once. **What do you dislike about ScreenSteps?** Not that intuitive on how to edit/ improve the design. Oftentimes it takes a while to train a new employee on how to use it and what the features are. Tried changing a color of a header box and found it near impossible. **Recommendations to others considering ScreenSteps:** It was a no brainer for us to go with Screen Steps when searching for a platform to host our Help Center. **What problems is ScreenSteps solving and how is that benefiting you?** ScreenSteps is our client facing help center. We keep all our how-to guides there. As we scale, it's helped us create a library of tools for our clients to search. ### 34. Easy setup and implementation! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2018 **What do you like best about ScreenSteps?** Getting started with ScreenSteps was easy. It isn't hard to figure out how to setup your users and access levels. There were many resources available to assist as well. **What do you dislike about ScreenSteps?** The formatting of articles can be a drawback, but I found ScreenSteps to be much more friendly than other platforms we used in the past. **Recommendations to others considering ScreenSteps:** Try it out, you won't be disappointed! **What problems is ScreenSteps solving and how is that benefiting you?** We use ScreenSteps for onboarding employees/contractors and as a knowledge base to assist with day-to-day tasks. It makes it easy for us to have all information in one centralized location. ### 35. Support for Support **Rating:** 4.5/5.0 stars **Reviewed by:** Howard L. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2018 **What do you like best about ScreenSteps?** ScreenSteps is the best. We have turned all our old Wiki help articles that used to be housed on Google Sites into ScreenSteps training modules that perform and look much nicer. It's really improved how we go about getting the information to our employees. I feel like it's really made a big difference throughout our environment. **What do you dislike about ScreenSteps?** I don't have any complains about ScreenSteps at this time. If I find anything I have trouble with, their Support is there ready to help. **Recommendations to others considering ScreenSteps:** If you ever need help, just reach out to support and they will assist ya. **What problems is ScreenSteps solving and how is that benefiting you?** It's really allowed us to better improve our training with out new and current employees. ### 36. Training program fixed! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** Screensteps has helped us build a better training program and help provide our employees with the best training possible to help them succeed in their new role. The product is so easy to use which has allowed us to constantly update our training as our product evolves. **What do you dislike about ScreenSteps?** I have noticed anything that I dislike about Screensteps yet. **Recommendations to others considering ScreenSteps:** If you want something easy to use to improve training resources, this is it! **What problems is ScreenSteps solving and how is that benefiting you?** As our company has been growing we have been struggling to keep our training program at the best it can be. We are constantly adding new features to our software and its hard to keep our support and sales teams up to date on exactly how things work. ScreenSteps has been wonderful in keeping our training resources high quality and up to date to keep our employees ready ### 37. ScreenSteps - The BEST Training Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about ScreenSteps?** The fact that you have so many features at your fingertips and the fact that you can actually USE all them, make ScreenSteps the best product on the market for training. We've loved it here and it has brought us much better results that what we were doing beforehand. It's a great product with a great customer service department and they keep delivering value. **What do you dislike about ScreenSteps?** There really isn't much to dislike about ScreenSteps. It's been easy to use and easy to manage and implement. What else could you really desire from a piece of software? **What problems is ScreenSteps solving and how is that benefiting you?** We're reaping the benefits since day one. We've improved out training regiment almost ten-fold from what it was before (at least it feels like it!) I do not want to go back to what it was before we found ScreenSteps. ### 38. Boost your knowledge base to the moon! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** ScreenSteps has provided our company with a great way to manage our knowledge base and create informative training modules to give to our employees. It was extremely easy to learn and the documentation helped a great deal whenever we were stumped. We've improved our training by using ScreenSteps and wouldn't ever want to go back. **What do you dislike about ScreenSteps?** There is nothing that I dislike about ScreenSteps. **What problems is ScreenSteps solving and how is that benefiting you?** We're just better able to give our employees a better training experience and a place where they can quickly find what they need. ### 39. ScreenSteps Saves The Day **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** The fact that we now have the ability to make thorough and detailed documentations about some of our business practices has been invaluable. **What do you dislike about ScreenSteps?** The platform has been designed well from the top to the bottom. I haven't had any issues with ScreenSteps in the time I've worked with it. **What problems is ScreenSteps solving and how is that benefiting you?** It really gives us the ability to better improve our training processes and relay pertinent information to all parties necessary. ### 40. Works wonderfully well! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about ScreenSteps?** ScreenSteps is a great piece of software. I haven't used another product that so quickly and efficiently helps to create simple workflows that I can use to teach my other employees and clients. **What do you dislike about ScreenSteps?** I really don't have any gripes at this time. **What problems is ScreenSteps solving and how is that benefiting you?** It really provides a platform where you can train employees without the need of printing out giant packets. ### 41. Best...software...ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** I love love love ScreenSteps! It's been a life-saver. We used to rely on various wikis and random one-off printed documents to get the information across to our trainees. This has made it 1000 times more wonderful. We keep adding articles and they have all been so easy to get set up and provide so much functionality. **What do you dislike about ScreenSteps?** Absolutely nothing. I'm not technically paying the bill, so I can't complain about the pricing, but even that seems reasonable. Especially for what we get. **What problems is ScreenSteps solving and how is that benefiting you?** This software has really given us so much! We're vastly improved in our training. ### 42. Great for us employees! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** From my experience being training on ScreenSteps, it has been a joy. It's very nice and easy to use and keeps different topics organized and easy to find. Definitely beats having a giant folder of papers you have to read through or seven different articles you have to peruse. It's all there at your fingertips with ScreenSteps. **What do you dislike about ScreenSteps?** I've loved this product more than anything I've used at other jobs. I can't complain. **What problems is ScreenSteps solving and how is that benefiting you?** It really makes training enjoyable and easy. Finding what you're looking for is a piece of cake. ### 43. Screensteps - desktop vs. web **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about ScreenSteps?** I link the functionality of modifying and adding screenshots, re-ordering sections, the option to integrate with Salesforce **What do you dislike about ScreenSteps?** It seems to go back and forth - they don't keep their web-based editor and desktop editor at the same speeds - one always seems to be not working, which is very frustrating. **Recommendations to others considering ScreenSteps:** Make sure it does what you want from Day 1 - if it doesn't, but they say it should, just working on some issues, that would be a red flag based on my experiences. **What problems is ScreenSteps solving and how is that benefiting you?** Documentation internal, external, for clients - ability to build onboarding guide for internal usage. ### 44. Training Is So Much Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about ScreenSteps?** ScreenSteps has been the perfect solution for our business. Being able to train our employees in such a way makes on boarding so much easier. We've had great feedback from our employees that have said they are impressed with our training modules. **What do you dislike about ScreenSteps?** Nothing. The price is right, the product is perfect. **What problems is ScreenSteps solving and how is that benefiting you?** Efficiency! This has really made training a breeze and delivers the information we need to get across in such a way that makes it informative. ### 45. Was great when I used it in Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** This was my go-to for training or to refresh my memory on our different training modules when I worked in Customer Support. I've since moved on and no longer use ScreenSteps, but when I did use it I enjoyed it and everyone in my department seemed to feel the same way. **What do you dislike about ScreenSteps?** I don't have any complaints about this software at this time. **What problems is ScreenSteps solving and how is that benefiting you?** It provided us with an easy way to train and learn. ### 46. Wow! This has been great. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ScreenSteps?** I just started using ScreenSteps when I got hired a few weeks ago. By following the different training modules I've been able to (at least I feel) learn much quicker!! So far it's been great using this platform in my onboarding experience. **What do you dislike about ScreenSteps?** I don't have any real complains. Sometimes things load slow, but that may just be my internet. **What problems is ScreenSteps solving and how is that benefiting you?** It helps our team train much more effectively. ### 47. The best tool I ever used for documentation. **Rating:** 5.0/5.0 stars **Reviewed by:** Greg R. | Lead Generation, SEO Specialist, Internet Marketing Enthusiast, Reputation Genius, Local SEO Expert, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2016 **What do you like best about ScreenSteps?** First it opened my eyes to the power of documentation could have on my business. When it comes to delegating tasks to others you need to be able to have training in place to be able to educate them on how to do the tasks. I like how fast you can create documentation with images and less text. The best part is when technology changes you can edit jut the section that need to be changed, you don't have to create a whole new document, like you would have to if it were video. This is a great tool to go along with your video training. **What do you dislike about ScreenSteps?** Well I dislike the monthly plan, but you get what you pay for. **Recommendations to others considering ScreenSteps:** There's nothing that even comes close to help you create documentation for digital training. **What problems is ScreenSteps solving and how is that benefiting you?** I realized the problem with training is that most processes are not documented. This solves an internal problem by allowing you to create documentation quickly. So as you are doing a task you can also document the process. This allows for others to do the tasks just as you would have done, without waiting time trying to figure how. ### 48. Amazing product for clear software documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2017 **What do you like best about ScreenSteps?** Neat features, easy screenshops, fantastic markup for photos including blur, annotate, numbering, highlighting and more. Text allows for easy formatting/headers/expandable text blogs, all with a few clicks. It lets me write awesome documentation. **What do you dislike about ScreenSteps?** Nothing, I love this product. It has been continually improving since I first started using it. The admin page is a little wonky and hard to find, but other than I love it. **Recommendations to others considering ScreenSteps:** Get it, your documentation will be better, clearer and more organized for it **What problems is ScreenSteps solving and how is that benefiting you?** Communicating with customers, saved time, seemless upload to Zendesk, (and other platforms though I don't use them) organized content ### 49. Screensteps saves me hours **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2016 **What do you like best about ScreenSteps?** Keeping user-facing documentation up-to-date is a big task, especially in an environment where new features are release biweekly. We experimented with videos and screencasts, but found that they require a huge amount of time to create and few users actually watch them. Annotated screenshots are much quicker to create; Screensteps makes updating them to reflect new UI SUPER easy. Collaborative features (assigning ownership to articles, flagging articles that need updated content or need review before publishing) make working with a team efficient and organized. **What do you dislike about ScreenSteps?** It took a bit to find a good way to incorporate animated gifs into articles (sometimes necessary!). We've resolved the problem by using a tool called recordit.co. Some other gifs weren't compatible with screensteps, but I submitted a support ticket and the bug may well be resolved by now. **What problems is ScreenSteps solving and how is that benefiting you?** We have had serious issues keeping documentation up-to-date for our users, but Screensteps has resolved the issue because it's so quick to replace screenshots and push new articles. We are hoping this will also cut down on support requests to the help desk, but it's too early to tell. Screensteps definitely saves us a lot of time in updating documentation. ### 50. Great tool for documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2015 **What do you like best about ScreenSteps?** Really easy to use interface for screen grabbing and adding notation on the image and relating to the image. Multiple ways to edit (desktop client, online system, quick edit buttons). Easy management of documents - you can move them between different spaces, easily change who can see what and which versions. Great approval process built in. **What do you dislike about ScreenSteps?** While being able to edit the content via three different interfaces is nice because it gives you the full range of functionality, but also the ability to make quick edits as you find them, sometimes it's hard to figure out what functionality is possible, as it's only available in one or the other interfaces. **Recommendations to others considering ScreenSteps:** Read up in their support portal - there is a lot of great functionality that's not completely obvious, you may be able to do more than you think in it. **What problems is ScreenSteps solving and how is that benefiting you?** Creating easy to follow and easy to update technical documentation both for external online client documentation and private, secure internal documentation. ## ScreenSteps Discussions - [What does ScreenSteps do?](https://www.g2.com/discussions/what-does-screensteps-do) - 2 comments - [View ScreenSteps pricing details and edition comparison](https://www.g2.com/products/screensteps/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+07%3A43%3A23+-0500&secure%5Bsession_id%5D=4fc6b777-3bee-4418-a179-d0eec7de5dde&secure%5Btoken%5D=b96fae70cc92ef5d78c69959a49140d61d21120030583c6f65bd4abfeb7d8dbc&format=llm_user) ## ScreenSteps Features **Administration** - Database Management - Data Workflows **Guide Options** - Rich Text Editor - Drag and Drop Editor - Page Templates - Video Tutorials - Document Upload **Task Tracking** - Activity Feed - Task Schedules - Comments **Knowledge Pages** - Templates - In-Content Feedback - Versioning and Version History - Decision Trees - Content Editor **Knowledge Management** - Knowledge Base - Publishing Workflows - Analytics **Knowledge Base** - Link Sharing - Searchable **Compliance** - Policies and Controls **Guide Tools** - Prerequisites - Workflows - Training Modules - Analytics **Checklist Options** - Templates - Native Forms - Downloadable Manuals **Knowledge Dissemination** - Page Analytics - Permissions - Knowledge Sharing - Notifications - Advanced Search - Browser Extension - Organization - Other Integrations - Knowledge Integrations **Customer Support** - Decision Trees **Security** - Verification - Role-Based Permission - Public vs Private **Data Security** - Data Transport - Access Management - Multi-Factor Authentication **Access Options** - Multi-Language Support - Mobile Device Support - Single Sign-On (SSO) **Software Availability** - Integrations - Permissions - Desktop Application **Administration** - Integrations - User, Role, and Access Management - Performance and Reliability **Agentic AI - Knowledge Base** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Generative AI** - AI Text Summarization **Communication** - Social Features - Tagging - Upload - Comments ## Top ScreenSteps Alternatives - [Guru](https://www.g2.com/products/guru/reviews) - 4.7/5.0 (2,258 reviews) - [livepro Knowledge Management](https://www.g2.com/products/livepro-knowledge-management/reviews) - 4.8/5.0 (167 reviews) - [Scribe](https://www.g2.com/products/scribe/reviews) - 4.8/5.0 (861 reviews)