ScreenSteps > ScreenSteps 2.1 > Customizing PDF Output

Customizing PDF Output

ScreenSteps allows you to customize PDF output using PDF templates. A PDF template controls how your individual lessons or manuals look when you export to PDF.

Open Preferences

Open Preferences. The image on the left shows how to do this on OS X. The image on the right shows how to do this on Windows.

Create A PDF Template

Click on the PDF Templates icon in the toolbar (1). Now click on the + button (2) to create a new template. A new entry will appear in the Templates list (3). At this point you can enter a name for your template.

Configure Document Settings

Use the Document tab to change page size, orientation, font and other document specific settings.

Configure Title Page for Manuals

If you are using ScreenSteps Pro you can customize the title page that appears at the front of each manual. On the Manual Title Page tab you can do things like add a company logo, add a footer and customize the text size and color.

When entering footer text you can use HTML markup to customize text styling. For example, if you wanted to have a link to a web page that was bold and italicized you could enter the following text in the Footer Text field:

<b><i><a href="http://www.screensteps.com">Go to our website</a></i></b>

Note that if you want to have multiple paragraphs in the footer you must surround each paragraph with "<p>" tags.

<p>Paragraph 1</p>
<p>Paragraph 2</p>

Configure Lesson Instruction Settings

The Lesson tab allows you to customize the look and feel of your lessons. As you experiment with the step title settings the preview (1) will update.

Configuring Header & Footer

The Header & Footer allows you to customize the header and footer that will appear on each lesson page. In addition to selecting a logo for the header you can enter text that will appear in the bottom-right corner of the page. This screenshot demonstrates how you can use HTML markup to add hyperlinks in the footer. This example links to the screensteps.com home page.

Comments (4)

Wednesday Oct 29 at 12:26 PM Maurice

Hello,
would be nice to have more fonts to choose for the PDF-output.

I had the problem for example that I took a character from the thet character-palette of Mac OS X (an arrow), it was shown in the introduction-field of a step, but in the PDF-Output it was not an arrow (of course because it pdf output was in Arial as choosen in template).

Maybe there will be a solution for this.

Maurice

Wednesday Oct 29 at 01:35 PM Trevor DeVore

There is not a solution to the problem at this time. The ability to specify additional fonts is something we are looking at adding in a future version though.

Monday Dec 29 at 11:51 PM Rod

I can't seem the get the Title page to appear when I export to PDF.

What am I doing wrong?

Rod

Tuesday Dec 30 at 12:14 PM Trevor DeVore

Are you exporting a manual or a lesson? If you are exporting a lesson then there is not title page. Only manuals have title pages.

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