Overview

A clean workflow capture makes the difference between a guide that’s helpful and one that’s confusing. DocuFast automatically records actions for you, but how you prepare and perform the workflow greatly affects the quality of the final document.

Before You Start Capturing

Plan the Workflow

Before clicking Start Capture, know exactly what you want to record.

• Identify the start and end of the process

• Remove unnecessary steps

• Focus on one clear goal

Prepare Your Environment

• Close unrelated tabs or applications

  

During Capture

Capture One Workflow at a Time

Avoid combining multiple tasks in one recording. If the process feels too long or complex, split it into smaller workflows.

Work at a Steady Pace

Move naturally, but avoid rushing.

• Pause briefly between actions

• Allow screens to fully load before proceeding to the next step

• Make clicks deliberate and clear

Avoid Unnecessary Actions

Every action is recorded.

• Don’t backtrack unless it’s part of the workflow

• Avoid clicking without purpose

Use Pause When Needed

Pausing lets you stay in control of the recording. Use it whenever you need a moment before continuing, so only intentional steps are captured.

After Capture

After capturing your workflow, take time to polish the document. Check that each step is accurate, concise, and easy to understand. Update instructions, adjust screenshots, and remove any unnecessary actions. Refining ensures your guide is professional, easy to follow, and ready to share with teammates or customers.

Tips for Best Results

• Keep workflows short and focused

• Use clear naming for documents

• Capture workflows from start to finish without interruptions

• Update recordings when tools or processes change