Getting started with StepCert

Step 3 — Before your first recording, click ⚙ at the top of the side panel. Under Recording, keep Hide personal details automatically ticked and choose how many Result capture pictures you want. Each ? explains its setting

Step 4 — Start a new recording in the side panel

1. Type a name for the guide in Title
2. Click the big red REC button

Step 5 — Do the task in your web app at a normal pace. Each click and entry appears in the side panel as a step, with its screenshot and a sentence. While you record, the top of the side panel is red, and REC flashes with a short click sound each time a screenshot is taken, so you notice if you forget to stop

Step 6 — Personal details you type are replaced with example data as they are recorded: the step reads “Enter the Work email (example: info@example.com)”, not the address you typed. A blue example data chip marks those steps

Step 7 — To add a picture of the screen without clicking anything, click Capture (Alt+Shift+S)

Step 8 — When you have finished, click Stop ■ straight away, so no extra steps are recorded. Then click Editor ↗ at the top

Step 10 — Click a step in the list on the left to open it. Its picture and sentence appear on the right

Step 11 — To cover anything else that is private, such as names in a list, click Hide (R) and drag over it. Choose Blur, Pixelate, Solid or Replace

Step 12 — Or click Suggest hiding to cover the details StepCert noticed on the page while recording that aren't covered yet, such as phone numbers in the page text. Delete any box you don't need

Step 13 — Small control? Click Zoom (Z) and drag around it. Readers see it magnified over the picture, like this

Step 14 — To reorder, drag a step up or down the list. The yellow line shows where it will land (or use Ctrl+↑ and Ctrl+↓)

Step 15 — To show several actions in one picture, tick their boxes and click Merge. They become one numbered step, like step 3 of this guide

Step 16 — Changed your mind? Click Undo (Ctrl+Z). It works in the editor and the side panel, and on the message that appears

Step 17 — To reword a step, click its sentence under the picture and type. Put two asterisks around a word to make it bold

Step 18 — To explain something, click + between two steps and choose Note. Capture there adds a picture of any window, even a desktop app

Step 20 — Select a step with personal details. The blue line above its sentence says what was replaced, and what learners will type in the course

Step 21 — Click Change… to open Personal details. With Any first name chosen, learners can type any made-up first name in Levels 2–3 of the course, so they never need the real one

Step 22 — Replaced something that isn't personal, such as a product code? Click Not personal to put the original back

Step 23 — To help learners, type a Note for learners, such as “Any made-up email is fine”. It is shown in the course with the question

Step 24 — In the pictures, each detail StepCert found has a Replace box: painted over in the page's own font and colours, with the example written in. Choose Replace on any Hide box you draw to do the same

Step 25 — When you export, StepCert checks the text once more and lists anything that still looks personal. Click Go back to change it, or Export anyway if it isn't personal, such as a team inbox

Step 27 — On the Branding tab, click Choose banner… and then Choose logo…. The preview shows your web page as you go

Step 28 — Set up to ten colours, each with one job, such as headings, links or the highlight box. StepCert adjusts any that would be hard to read

Step 29 — Got a brand deck? Click Copy the prompt, paste it into an AI assistant with your brand guidelines attached, and type in the hex codes it suggests for each box

Step 30 — Under Note slides, choose Dark or Light. Every note in your guides and courses becomes a slide in that style, like the notes in this guide. Click Note slides above the preview to compare them

Step 32 — On the Files tab, check that Apply branding is ticked

Step 34 — Click Save .walk (Ctrl+S). The .walk file is the whole editable guide: keep it as a backup or send it to a colleague

Step 35 — Choose Web page

Step 36 — Click Export web page. The .html file has every picture inside it and a list of steps down the side

Step 37 — For a training course, open the SCORM tab and choose the format your LMS uses, such as SCORM 1.2

Step 38 — Click Build SCORM 1.2 package and upload the .zip to your LMS