Getting Started With Scribe Capture

Audience: Enterprise Scribe Creators & Team Admins

Welcome to Scribe! Scribe makes process documentation quick and easy by automatically creating step-by-step guides.

Once you hit "Start Capture" on our browser extension or desktop app, Scribe will take a screenshot and generate text instructions for every click and keystroke.

This guide provides practical tips and techniques to improve your Scribing process, making it more efficient and effective. You can also take a look at our Enterprise Academy for webinars, skills and use-case specific guidance!

Note: Some features are only available on certain modules. If this is the case, it is outlined below. Speak with your CSM if you're interested in a feature available on another module.

🪪 Scribe User Roles

Type of license	Roles available	Permissions
Limited (free of charge on Core, Hub, Grid & Global)	Viewer	'Read only' view of Scribe Access to Sidekick Guide me Translation Comments Can share Scribes & Pages available to them within sharing permissions
Standard	Creator	All of above plus Create, edit and share documentation
	Team Admin	All of above plus Team admin settings access Ability to edit and move documents within their team/s.
	System Admin	All of above plus Organization-wide settings access i.e. auto-redaction, SSO, SCIM (Hub, Grid & Global), share permissions etc.

Step 1️⃣ - Download Scribe Capture

You can capture a Scribe using the browser extension or the desktop app.

Download type	Explanation	Instructions
Browser extensions	Use case: Browser-based apps and processes. Download options: Chrome or Edge. Available to: All users (Team admins, Creators and Viewers). Recommendation: Pin the extension to your browser toolbar for quick and easy access.	Chrome: How to Install Scribe Extension for Chrome Edge: How to install Scribe on Microsoft Edge
Desktop apps	Use case: Desktop-based apps and processes. Download options: Mac & Windows Available to: Team admins & Creators Recommendation: Use the latest version of the desktop app to access the newest features and fixes.	Mac: Download the Scribe Mac desktop app Windows: Download the Scribe Windows desktop app
Fixing the “Limited Installation” message in Scribe Capture desktop app. This can prevent certain features from working properly.	Read this help desk article

Download type

Explanation

Instructions

Browser extensions

Use case:

Browser-based apps and processes.

Download options:

Chrome or Edge.

Available to:

All users (Team admins, Creators and Viewers).

Recommendation:

Pin the extension to your browser toolbar for quick and easy access.

Chrome:

How to Install Scribe Extension for Chrome

Edge:

How to install Scribe on Microsoft Edge

Desktop apps

Use case:

Desktop-based apps and processes.

Download options:

Mac & Windows

Available to:

Team admins & Creators

Recommendation:

Use the latest version of the desktop app to access the newest features and fixes.

Mac:

Download the Scribe Mac desktop app

Windows:

Download the Scribe Windows desktop app

Fixing the “Limited Installation” message in Scribe Capture desktop app.

This can prevent certain features from working properly.

Read this help desk article

Step 2️⃣ - Capture a Scribe

Topic	Description	Instructions
Capturing a Scribe	Step-by-step instructions for capturing a Scribe using the browser extension or desktop app.	How to capture a Scribe
Using Voice transcription	Voice transcription is a speech-to-text tool that reduces editing time by capturing what you say during recording. Notes: ~4,000 character limit per step You must create at least one Scribe without transcription before this feature appears Best practice recommendations: Speak before each action (clicking or typing) Avoid speaking while clicking or typing at the same time	On the browser extension: Using voice transcription in the Scribe browser extension On the desktop app: Using voice transcription on the Scribe desktop app
Document import	Document Import lets you upload existing PDF or Word files and instantly turn them into editable Scribes or Pages—so you can bring documentation into Scribe without starting from scratch.	How to Import a document

Topic

Description

Instructions

Capturing a Scribe

Step-by-step instructions for capturing a Scribe using the browser extension or desktop app.

How to capture a Scribe

Using Voice transcription

Voice transcription is a speech-to-text tool that reduces editing time by capturing what you say during recording.

Notes:

~4,000 character limit per step
You must create at least one Scribe without transcription before this feature appears

Best practice recommendations:

Speak before each action (clicking or typing)
Avoid speaking while clicking or typing at the same time

On the browser extension:

Using voice transcription in the Scribe browser extension

On the desktop app:

Using voice transcription on the Scribe desktop app

Document import

Document Import lets you upload existing PDF or Word files and instantly turn them into editable Scribes or Pages—so you can bring documentation into Scribe without starting from scratch.

How to Import a document

📄 Scribe Capture Document Types

Type of document	Description	Use case examples
Scribe	A Scribe is a step-by-step guide automatically created for any digital process. Simply start a capture (via the browser extension or desktop app), do your workflow as usual, and complete the capture when you’re done. Note: Scribes have a 200-step limit. You can reduce steps during editing and continue capturing if needed.	SOPs UAT Future state software mapping How-to guides FAQ guides
Page	Pages let you combine multiple Scribes with text, lists, images, videos and more into a single, structured document. Think of a Page as a recipe book and Scribes as the individual recipes. This document is a Page—click below to learn how to create and edit your own. Scribe Pages	Onboarding guides Project specific hubs SOPs Training materials Templates

Type of document

Description

Use case examples

Scribe

A Scribe is a step-by-step guide automatically created for any digital process. Simply start a capture (via the browser extension or desktop app), do your workflow as usual, and complete the capture when you’re done.

Note: Scribes have a 200-step limit. You can reduce steps during editing and continue capturing if needed.

SOPs
UAT
Future state software mapping
How-to guides
FAQ guides

Page

Pages let you combine multiple Scribes with text, lists, images, videos and more into a single, structured document.

Think of a Page as a recipe book and Scribes as the individual recipes.

This document is a Page—click below to learn how to create and edit your own.

Scribe Pages

Onboarding guides
Project specific hubs
SOPs
Training materials
Templates

Step 3️⃣ - Edit your Scribe

Scribe automatically turns your process into a step-by-step guide, but you can customize it to make it even better. The Page below walks through how to edit your Scribe in more detail:

Editing a Scribe

Step 4️⃣ - Share your Scribe/Page

Scribes are built to be shared, with multiple ways to share your Scribes and Pages with teammates.

Sharing your Scribe/Page	An overview of how to share your Scribes and Pages, including the different permission settings available. Note: If any permissions are greyed out, they’ve been disabled by your System Admin.	How to share your Scribe with others
Embedding a Scribe/Page	Embed your Scribes or Pages in any tool that supports iFrame embeds, including popular platforms like Confluence, SharePoint, Notion, Guru and HubSpot.	How to embed a Scribe
Sharing with specific users	How to grant specific users access or editing rights—even while keeping your document set to Private.	Share Your Scribe/Page with Specific People
Sharing with a specific/multiple Team/s	Learn how to easily adjust the sharing permissions for your Scribe guides.	/

Benefits of sharing via link or embed:

Always up to date — viewers see the latest version automatically
Single source of truth — one link, no outdated copies
Insights and tracking — see views and engagement in real time
Interactive experience — includes Guide Me, comments, translation and zoom
Permissions control — access settings are enforced on live links
Auto-updating embeds — updates reflect instantly in tools like SharePoint, Confluence and Notion
Version history — track published versions over time
No file management — no downloads or manual updates needed
Supports approvals — reflects approved, published content
Enables interactive formats — including Movies and embedded experiences

💬 Collaboration

Collaborate seamlessly with your team in Scribe, from feedback to execution.

With tools like Comments, Tasks, Translation and Guide Me, it’s easy to align, iterate and get work done together—wherever you are.

Scribe Collaboration

🗂️ Governance / Organisation

Keep your content accurate, organised and up to date with Scribe’s governance tools. From approvals and permissions to folders, reminders and sorting, manage your documentation at scale with ease.

Governance and organization

🧭 Navigating your Scribe Workspace

Outside of creating Scribes, there are a few other things new users find helpful to know about.

How to navigate your Teams, Documents and Dashboard

⍰ For Help or Questions

Topic	Description	Instructions
Create a Support ticket	Contact Support directly within your Scribe workspace for technical questions and assistance.
View and read Scribe release notes	Stay up to date with the latest features and improvements on Scribe’s dedicated release notes page.	How to view Scribe release notes and updates

Click to replace with a Scribe