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.

• Reset → Clear all captured steps and start fresh.

• Discard → Stop recording completely and delete the session.

• Finish 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 all captured steps.

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

• Mark as Complete button:

  • If an overlay isn’t showing the next click, you can click directly in the application, then press Mark as Complete.

  • This marks the step as done and automatically continues to the next overlay step.

Navigation:

• Click a previous step screenshot to go back.

• 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: “Create contact” 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.

• Fallback Option: If an overlay doesn’t appear, you can enlarge the screenshot and use the Mark as Complete button to continue to the next step manually.

• Side Panel Overview Teach Me Mode
  The side panel displays the document title, along with each step’s title and screenshot. Beneath every screenshot is a Mark as Complete button, which lets you manually complete a step and move to the next one. This serves as a fallback when an overlay is not displayed in the system.

• Enlarging a Screenshot
  Click on the screenshot in the side panel to open it in full view. To close the enlarged view, press X 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 screenshots are always available as a fallback.

• Deleted or reset recordings cannot be recovered — only Finish Capture saves them.