How to Document a Process With Video

Learn how to document any computer process by creating a quick "off-the-cuff" video tutorial that can be shared with colleagues.


Set up your recording environment

With Snagit, it doesn’t take long to create great videos of any computer-related process.

To begin, close or minimize any programs not involved in the process, especially ones that might trigger alerts or popups. Then, open the programs you want to record and arrange them on your screen.

Launch Snagit

Open Snagit and select the video tab. Start with your webcam on if you want to explain what your video will demonstrate or give it a personal touch.

Prepare to record

Write down a list of the key talking points or things you want to be sure to include in your video. It won’t take long, and will be helpful to reference when you’re recording.

With your talking points in hand, click the capture button in Snagit, and select part of the screen to record.

pen in hand writing a checklist

Make a test recording

Check that microphone audio recording is on, and system audio (the noises that come from your computer) is on if you need it in your video. Click record to do a quick test. While recording, go through a couple of the steps of your process.

Then, stop the test recording and play it back to make sure everything worked the way it should.

video recording toolbar with preview of man and computer

Record your video

Once your test recording looks and sounds the way you want it, you’re ready to record your video. Click the Capture button, select the recording area, and click record. The countdown will play and then you can talk through your entire process.

If you make a mistake or stumble over a portion, instead of restarting the recording, reset to a point in the process just before the mistake and go from there. You can remove mistakes later.

Review your video

When you’re finished, stop your recording. The video is brought into the Snagit editor, where you can watch it and cut out any mistakes.

Share your video

Use the Share menu to save your final video to your computer, or send it to, Youtube, or Google Drive for immediate sharing.

Snagit share menu with output icons