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Process documentation

Turn recorded workflows into step-by-step guides.

Create instructions from a recording, review the details, and publish a guide your team or customers can follow at their own pace.

Read the sample guide Talk through your use case
From recording to reference

Capture the task. Review the guide. Share it.

  1. Record a workflow

    Record or upload a product workflow, then choose a step-by-step guide or a standard operating procedure (SOP).

  2. Review and edit

    Read the generated draft, check the instructions against the task, and edit the document before publishing.

  3. Publish a guide

    Publish the document to create a public page. Later edits stay in your draft until you publish an update.

Sample guide

Explore Shocase in three steps.

A manually prepared guide with screenshots of our public marketing site. This sample was not generated in Shocase.

Your goal: find the content format and starting point for a product workflow.

You can follow this sample on the public website without a Shocase account.

  1. Open the Shocase overview

    Start at the homepage. Read the introduction to see how Shocase presents the product and the content you can create.

    Open the product overview →
    Shocase public homepage introducing videos, guides, interactive demos and demo environments.
    The public homepage gives you a starting point.

  2. Compare the outputs

    Go to “What comes back.” Compare the video, written guide, and interactive demo options. Pick the format that helps your audience understand the task.

    Open the outputs section →
    The Shocase homepage outputs section showing video, written guides, interactive demos and personalized demo environments.
    Choose the output that fits what your audience needs to learn.

  3. Find your starting point

    Open “How it works.” Start with “Record, or upload,” then review the steps for choosing and sharing the content you need.

    Open the recording steps →
    The How it works section: record or upload, pick what you need, edit, and share.
    The workflow starts with a recording or an upload.
You now have a starting point. Choose a workflow to document and the format you want to share with your audience.
Write for the task at hand

Give people instructions they can return to.

Customer onboarding

Explain a setup task with a guide customers can follow alongside your product.

Support and help content

Turn a recurring question into a written reference that is easy to share.

Team processes

Document a repeatable workflow as a standard operating procedure for colleagues.

Start with one process you explain often.

Create its guide in Shocase, or explore how an interactive walkthrough can accompany your written instructions.

Open ShocaseBook a conversation