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 loged into your Docufast Account you will have to login. Click 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.

1. 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.

     
     

   

   
   

2. Stop the recording

   • When finished, click Finish 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 step titles

     • Add or remove screenshots

     • Reorder steps if needed

     • Share it via PDF, HTML,Embed

     

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.