Overview

With DocuFast, you can capture your workflow directly in the browser and automatically generate a step-by-step document. This article walks you through creating your very first document.

Prerequisites

• DocuFast Chrome extension installed (see: How to install the Chrome extension)

• Logged in to your DocuFast account

Steps

1. Open the DocuFast extension

   • Click on the DocuFast icon in your Chrome toolbar.

     

   • If you are not logged into your Docufast Account, you will have to log in. Click Go to Dashboard and then sign in to Docufast

     
     

     

     
     

2. Start a new recording

• In the side panel that opens, click Start Capture.

• DocuFast will begin capturing your clicks, inputs, and screen actions.

3. Perform your workflow

• Go through the process you want to document (e.g., adding a new contact in your CRM, submitting an expense, creating a Jira issue).

• DocuFast automatically takes screenshots and adds step titles for each action.

  

4. Stop the recording

• When finished, click Complete Capture in the side panel.

• DocuFast will process your actions into a structured document.

  
  

Review your document

• The generated document will open in a new tab or workspace.

• You can:

  • Edit document title and description

  • Replace or delete screenshots

  • Edit step instruction

  • Add step

  • Reorder steps if needed

  • Change step action (Click, Keypress, Input, Scroll, Navigation)

  • Grant public access and generate a shareable link for your team, or export your document as a PDF

    

    
    

Notes & Tips

• Keep your workflow focused: shorter processes make for cleaner guides.

• If you need to adjust screenshots (crop, highlight, blur), you can use the built-in Screenshot Editor.

• You can always re-record or add additional steps later.

Troubleshooting

• No screenshots appear: Ensure you started the recording from the extension and are working within Chrome.

• Document doesn’t save: Check your internet connection or log back into your DocuFast account.

• Extension not visible: Make sure it is pinned in your Chrome toolbar.