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How do I download steps from the Content Exchange
Lighten your workload with curated content from the new and improved Content Exchange library.
Complete this walkthrough to learn how to access and download individual steps to your instance quickly!
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About this resource
This 11-step interactive demo walks you through downloading individual steps from the Content Exchange in the new Admin Panel. You'll learn how to navigate to the Explore section, use the Steps tab and search bar to find content by keyword, review step details and contents before installing, and confirm a successful install. The demo also shows how to return to the previous Admin Panel and filter your steps catalog by Last Created to quickly locate newly added steps.
Questions this resource answers
- How do I find a specific step in the Content Exchange?
- Go to the Explore section, select the Steps tab, and use the search bar to enter a keyword such as 'phishing' to find matching steps.
- How do I confirm a step was successfully installed?
- A success notification appears after installation, and the Install button turns green and displays the label 'Installed'.
- How do I find my newly installed steps in the steps catalog?
- Navigate to Author > Steps, then use the Filter option and select 'Last Created' to bring your newest steps to the top of the catalog.
- Can I preview a step's content before installing it?
- Yes. Select the step title to open its details, then use the Details and Contents tabs to review the description and content before installing.


