--- title: "Creating and recording Step by step guides" slug: "creating-and-recording-step-by-step-guides" description: "Create step-by-step guides effortlessly with Document360's AI Capture extension in Chrome. Record, edit, and enhance your guides for better user engagement." updated: 2026-06-01T10:18:54Z published: 2026-06-01T10:18:54Z --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.document360.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating and recording Step by step guides ## Before you begin Step-by-step guides are created and recorded using the **Document360 AI Capture** extension, which runs exclusively in **Chrome**. You'll be prompted to install it during setup, it's a one-time step. --- ## Create a Step by step guide Document360 offers multiple ways to create Step by step guides, depending on where you are in the portal. The most common way to create a Step by step guide is from the **Create** dropdown on the top bar: 1. Navigate to **Documentation** () in the Knowledge base portal. 2. Click the **Create** dropdown on the top bar and select **Step by step guide**. ![User interface for creating articles with highlighted step-by-step guide option.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/sbs%20first%20method.png) ### Other ways to create a Step by step guide All paths lead to the same **Create Step by step guide** dialogue. You can also reach it from: - **Categories & Articles pane** - click the More () icon next to a category > **Create Step by step guide** - **Between two articles or categories** - hover between two articles or categories in the **Categories & Articles** pane > click the **Flywheel** () icon > **Step by step guide** - **Page category editor** - click the More () icon next to the **Publish** button > **Create Step by step guide** - **Empty index category** - click the More () icon on an index type category > **Step by step guide** --- ## Name and set up the Step by step guide After selecting Step by step guide through any of the above ways, the **Create Step by step guide** dialogue will appear. 1. In the **Title** field, enter your desired guide name with a maximum of 300 characters. Special characters and reserved words are not allowed. 2. Choose a desired category in the **Category** dropdown. 3. Click **Create**. --- ## Install the extension If this is your first time creating a step by step guide, you'll see a prompt to install the **Document360 AI Capture** Chrome extension. 1. Click **Install**. This will redirect you to the **Chrome web store** or the appropriate [browser store page](https://chromewebstore.google.com/detail/dev-document360-ai-captur/ifppiobbiabhokbllkcnhikipgakjelh). 2. Click **Add extension** in the **Chrome web store** page. 3. Once installed, return to the Knowledge base portal and click **Start capturing**. 4. Select the desired screen to record: 1. **Chrome tab**: Records only the selected Chrome tab. 2. **Window**: Records only the selected window. NOTE - Choose Chrome tab when the entire workflow lives within the browser, such as demonstrating a web app or walking through a portal. - Choose Window when the workflow involves a desktop application or requires switching between a browser and another tool on your screen. ![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Sbs%20guide%20first%20clip.gif) --- ## Record your steps 1. Once the desired screen is selected, click **Share**. The Step by step guide recording panel will appear. 2. Configure the following in the recording panel. 1. Choose your preferred **resolution**, either 16:9 or 4:3. 2. The **Total clicks** section tracks the clicks made during the recording. 3. Click **Add** in the **Blur selected** section to mask any sensitive information on screen before recording begins. 4. Turn on the **Show recording controls on the screen** toggle if needed. 5. Click **Discard** to cancel and return to the previous screen. 3. Click **Start capturing** to begin recording. Once recording begins, navigate through the screens and perform the necessary actions. All on-screen interactions, including mouse clicks and typing, will be recorded. A recording status icon will appear to show that the recording is active. NOTE - If the **Show recording controls on the screen** toggle is turned on, a Document360 logo will appear in the bottom left corner of the recording screen. Clicking the logo will pause the recording. This logo will also be visible in screenshots. - Mouse clicks and interactions will be recorded, with click indicators displayed for easier guide editing. --- ## Pause and resume recording 1. To pause at any point, switch back to the Document360 tab. 2. In the recording panel, click **Pause capturing**. 3. When you're ready to continue, click **Resume**. 4. To stop the recording entirely, click **Done** in the recording panel or **Stop sharing** in the floating panel. After recording, the steps are automatically uploaded to the guide editor in the Knowledge base portal. Each step will display the recorded screens with content. ![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/sbs%20guide%20second%20clip.gif) --- ## Best practices for a clean recording A little preparation before you start recording saves significant editing time afterward. - **Close unnecessary tabs and notifications** - Browser notifications, email pop-ups, and unrelated tabs can appear in the recording. Silence them before you start. - **Use a clean browser profile** - Bookmarks bars, extensions, and saved form data can appear on screen. Consider recording in a clean Chrome profile or incognito window. - **Pre-blur sensitive areas** - If your workflow involves credentials, customer data, or internal URLs, use the **Blur selected** section before recording rather than blurring frame-by-frame in the editor. - **Go slow and deliberate** - Hover briefly over each element before clicking. This gives readers time to orient themselves and produces cleaner click indicators in the recorded steps. - **Stick to one task per guide** - A guide covering "set up your account AND configure your first report" will be hard to navigate. Record separate guides for each distinct task and link them. --- ## Next steps Once your guide is recorded and uploaded, you can edit and enhance each step - adding blur, spotlight, text overlays, highlights, image replacements, zoom effects, and animated clicks. See [Editing a step by step guide](/help/docs/editing-a-step-by-step-guide) for the full editing reference. --- ### FAQ **Does Eddy AI use content from Step by step guides?** Yes. Eddy AI fetches the title, description, and body text from published guides when responding to searches. Responses include a citation linking directly to the source guide. **How do I schedule a guide for later publication?** Click the dropdown arrow next to **Publish** > **Publish later** > set the date, time, and time zone > optionally add a comment > click **Schedule**. **Why is a guide locked, and how do I unlock it?** A guide locks when someone is editing it. It unlocks automatically after 15 minutes of inactivity, when the editor clicks the Lock icon and selects Unlock, or when they navigate away. **How many steps can I create in a guide?** Up to 200 steps per guide. **How do I track activity events for step by step guides?** To monitor activity events in the Step by step guide: 1. Navigate to **Settings** () > **Knowledge base portal** > **Team auditing** in the Knowledge base portal. 2. In the **Team auditing** tab, you'll find updates on visibility changes, title updates, and contributor modifications for each guide. For more information, read the article on [**Team auditing**](/help/docs/team-auditing).