Recording tips

Ten minutes of preparation saves an hour of editing.

Before you record

• Use a demo account with realistic, non-sensitive data. "Acme Corp" reads better than "test123".
• Plan the story. Write the 5–7 clicks you'll make. See Best Practices.
• Size the window. Use a standard desktop size (for example 1440×900) and 100% browser zoom, so screens look sharp everywhere.
• Clean up the screen. Close other tabs, dismiss cookie banners and chat widgets, and turn on Do Not Disturb.
• Sign in first. Start recording on the first screen of the flow, not on the login page.

While recording

• Click slowly. Wait for each page to load before the next click. Every click becomes a step.
• Click the real target. Click the button itself, not the space next to it, so the pointer lands in the right place.
• Skip typing where you can. Fill forms before recording, or edit the text later in an HTML demo.
• Don't scroll more than needed. Every screen should show the element you're explaining.

After recording

• Delete extra screens and steps in Screens.
• Blur anything sensitive you missed.
• Rewrite the step text so it explains why, not just where. See Step text & buttons.

Which capture type?