SmartDoc Desktop — Screen Capture

SmartDoc Desktop is a Windows application that automatically creates visual technical procedures. Simply start a recording, perform the steps in any application, and SmartDoc Desktop captures each action with annotated screenshots.

Installation

1. Download SmartDoc Desktop from the SmartDoc admin portal
2. Run the Windows installer (.exe)
3. The application launches and appears in the system tray
4. Log in with your SmartDoc credentials

Requirements: Windows 10 or later

How It Works

Capture Principle

SmartDoc Desktop uses an intelligent system that:

1. Continuous capture — The screen is recorded at regular intervals (~500ms) in a buffer
2. Click detection — Each mouse click triggers saving the current capture
3. Keystroke recording — Text typed between clicks is captured automatically
4. Window identification — The active application name is recorded with each step
5. Sensitive data filtering — Passwords and personal information are automatically masked

Capture Workflow

Start recording
        |
        v
  Perform actions normally
  (each click = one captured step)
        |
        v
  Stop recording
        |
        v
  Annotate captures (optional)
  - Arrows, text, shapes
  - Explanatory notes
        |
        v
  Publish to SmartDoc
  (procedure is created automatically)

Features

Automatic Recording

• Click-based capture — Each mouse click generates a screenshot of the step
• Keyboard tracking — Text typed between clicks is recorded as step description
• Window tracking — The active application is identified automatically
• Pause / Resume — Pause the recording at any time
• Floating bar — Control recording via a discreet on-screen bar

Sensitive Data Filtering

SmartDoc Desktop automatically detects and masks:

• Password fields
• Credit card numbers
• Personally identifiable information (PII)
• Masked mode — Records keystrokes visually without capturing actual content

Annotation Tools

After capture, annotate your screenshots with:

• Arrows — Point to important elements
• Rectangles and circles — Frame areas of interest
• Text — Add explanations
• Highlighting — Draw attention to a zone
• Numbering — Visually number the steps

Publishing

• Direct upload — Send the procedure directly to SmartDoc
• Client association — Link the procedure to a company and document type
• Automatic updates — The application updates itself automatically

Bilingual Interface

• French and English
• Matches your SmartDoc session language

Use Cases

Scenario	Example
Software installation	Document Microsoft 365 installation step by step
Network configuration	Capture router or firewall configuration
Support procedure	Create a password change guide
Client onboarding	Document first-time login steps
Troubleshooting	Record a problem resolution for future reference

Troubleshooting

Issue	Solution
Blurry captures	Check screen resolution and Windows scaling
Clicks not detected	Run SmartDoc Desktop as administrator
Upload fails	Check your connection and log in again
App won't start	Verify that .NET Framework 4.7+ is installed