# 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 highly **easy to use and set up** , enhancing accessibility for product manuals and searches. (1 reviews) - Users find ScreenSteps to have an **easy setup** , facilitating quick implementation for creating product manuals. (1 reviews) - Users appreciate the **efficiency** of ScreenSteps, finding it easy to use and effective for both internal and external manuals. (1 reviews) - Users find ScreenSteps **helpful** for creating manuals, benefiting from its ease of use and effective search functionality. (1 reviews) - Users appreciate the **navigation ease** of ScreenSteps, making it simple to search and set up for manuals. (1 reviews) - Setup Ease (1 reviews) **What users dislike:** - Users note some **formatting issues** , yet still manage to build a functional Knowledge Base for clients. (1 reviews) - Users note **limited formatting options** , but still manage to create effective Knowledge Bases for clients. (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. ## 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/screensteps-review-4752452?section=pricing&secure%5Bexpires_at%5D=2026-05-19+07%3A48%3A42+-0500&secure%5Bsession_id%5D=e5cb1e29-f029-4d80-adbd-a36eaf368a44&secure%5Btoken%5D=125ba2a5ed5c5ef8e5f0a9c4dcb52b8c7428af0666e6d7b4b5fd23487c60ec79&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 (2,254 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 (816 reviews)