Overview

The DocuFast side panel is your control center. It appears whenever you record a workflow (Capturing mode) or replay one as an on-screen training (Teach Me mode). Depending on the mode, the panel looks and behaves differently.

Side Panel when Capturing

When you are recording a workflow, the side panel displays every action you take in real time.

What you see:

Step list: Each action is captured as a numbered step with a screenshot and title.

• Click → appears when you click something.

• Type → appears when you enter text.

Delete icon (trash): Beside each step, you’ll see a trash can icon. If you clicked something by mistake, you can remove that step.

Control buttons at the bottom:

• Pause → Temporarily stop recording.

• Resume → Continue capturing after a pause.

• Discard → Stop recording completely and delete the session.

• Complete Capture → Save the recording and generate your document.

  

Side Panel in Teach Me

When you replay a workflow with Teach Me, the side panel guides you through each step.

What you see:

• Step list with screenshots: Shows the document title, along with each captured step’s title and screenshot.

• Enlarge screenshots: Click any screenshot to open it in full screen for a clearer view.

Navigation:

• Previous and Next buttons: Use these to move backward or forward through the steps.

• Exit Guide button: Click to leave guide mode at any time.

• Finish Guide button: Once you reach the last step, this button appears. Click it to end guide mode.

• Completed steps turn into a green check mark.

Teach Me with Overlays

The screenshot below shows how the Teach Me mode works when overlays are active.

• Overlay Highlight: A transparent highlight and tooltip appear directly in your system, showing you exactly where to click (in this example: “Manage” button).

• Real Interaction: When you click on the highlighted area, the action is performed in the actual system — just as if you were using it normally.

• Step Tracking: On the right side panel, the step is marked and updates once you complete the click. Completed steps turn into a green check mark.

Enlarging a Screenshot
Click on the screenshot in the side panel to open it. To close the enlarged view, press Close in the top-right corner.

Notes & Tips

• In Capturing mode, focus on one clean workflow. Use Pause if you need to prepare another action.

• In Teach Me mode, overlays will guide you, but reviewing the screenshots ensures nothing is missed.

• Deleted recordings cannot be recovered — only Complete Capture saves them.