Every row names the buttons and menus as they appear in Sopycat. ⋯ is the three-dot menu on a card, a step or a document. In Sopycat itself, Ctrl+K finds any action or setting by name.
| To do this | Go to | Help |
|---|---|---|
| Record a task and make a manual from it | Home › Record a task › Start recording | Record a task |
| Record on my second screen | Record a task › Which screen will you use? (shown when you have more than one) | Record a task |
| Stop recording | The recording bar › Stop, or press Ctrl+F9 | Record a task |
| Make this moment its own step while recording | The recording bar › Mark this spot, or press Ctrl+F8 | Record a task |
| Change the stop or mark keys | Settings › Screen Recording › Stop recording / Mark this spot | Record a task |
| Record one step again | Open the manual › the step's ⋯ menu › Re-record this step… | Edit a manual |
| See my documents by type in File Explorer | Settings › Library Location › Open folder › Documents (or Show in folder on any document) | Your library folder |
| Move, resize or turn the boxes and pictures on a slide, add a slide | Open the deck › click it on the slide, and the slide's ⋯ menu | Presentations and pictures |
| See how much this computer has used Sopycat | Settings › Usage Stats | What stays on your PC |
| Start recording, a manual or a document from the keyboard | Ctrl+Shift+R, Ctrl+N, Ctrl+O, anywhere | Keyboard shortcuts |
| Start over or throw away a recording | The recording bar › Start over, or × to throw it away (click twice to confirm) | Record a task |
| Turn off the 3, 2, 1 countdown | Settings › Screen Recording › Count down 3, 2, 1 before the recording starts | Record a task |
| Stop Sopycat writing down what I type | Settings › Screen Recording › Write down what I type | Record a task |
| Blur emails, phone and card numbers automatically | Settings › Screen Recording › Blur personal details in the pictures automatically | Fix the pictures |
| Turn off the "manual ready" notification | Settings › Screen Recording › Tell me when a manual is ready or due for review, or something is sent to me | Record a task |
| Record my voice while I record | Settings › Voice Recording › Record my voice while recording, or tick Record my voice too before you start | Record your voice |
| Allow the microphone in Windows | Windows Settings › Privacy & security › Microphone | Fixing problems |
| Set up voice transcription (speech to text) | Settings › Speech to Text › pick a speech model › Download | Record your voice |
| Turn my narration into words later | Open the manual › ⋯ More options › Transcribe my narration | Record your voice |
| Put my spoken words into a step | Open the manual › the step › Narration › Use these words | Record your voice |
| Add more recorded steps to a manual | Open the manual › ⋯ More options › Record more steps… | Record a task |
| Record missing steps in the middle of a manual | Open the manual › the step's ⋯ › Add a step after this › Record more steps here… | Record a task |
| Make steps from a video file | Open the manual › ⋯ More options › Add steps from a video file… | Edit a manual |
| Make a manual without recording | Home › New manual, or Manuals › New manual | Edit a manual |
| Change how a step is worded | Open the manual › click the step's title or instructions and type | How the words get written |
| Write a manual's steps again | Open the manual › ⋯ More options › Rewrite from the recording | Keep a manual up to date |
| Fix the name of a step | Open the manual › click the step's title and type | How steps get their names |
| Rename a manual | Open the manual › click the title, or the card's ⋯ › Rename | Edit a manual |
| Change the order of steps | Open the manual › drag the step by its grip (⋮⋮), or the step's ⋯ › Move up / Move down | Edit a manual |
| Delete a step | Open the manual › the step's ⋯ › Remove step (Undo shows for a few seconds) | Edit a manual |
| Join two steps into one | Open the manual › the step's ⋯ › Merge with next step | Edit a manual |
| Split one step into two | Open the manual › the step's ⋯ › Split this step… | Edit a manual |
| Add a blank step or a step from a picture file | Open the manual › the step's ⋯ › Add a step after this › Blank step / Picture from a file… | Edit a manual |
| Add a step before another, or at the very start | Open the manual › the step's ⋯ › Add a step before this (on the first step, the new step goes at the start) | Edit a manual |
| Say why a step matters | Open the manual › the step's ⋯ › Add why this step matters › type on the Why line | Edit a manual |
| Take the why off a step | Open the manual › the step's ⋯ › Remove the why, or × on the Why line | Edit a manual |
| Paste a screenshot as a step | Press Windows+Shift+S, then Ctrl+V in the manual | Fix the pictures |
| Pick a better picture or use my own | Open the manual › the step's ⋯ › Change picture | Fix the pictures |
| Blur a name in a step's picture | Open the manual › the step › Blur something | Fix the pictures |
| Move, resize, add or remove the highlight box | Open the manual › drag the purple box or its corner, or the step's ⋯ › Add a box / Remove the box | Fix the pictures |
| Hide the number on one picture | Open the manual › the step's ⋯ › Hide the number | Fix the pictures |
| Turn off the numbers on every picture | Open the manual › ⋯ More options › Numbers on the pictures | Fix the pictures |
| Make instructions bold, italic or a list | Open the manual › the step's instructions › the toolbar, or Ctrl+B, Ctrl+I, Ctrl+U | Edit a manual |
| Add a link to a step | Open the manual › the step's instructions › Add a link, or Ctrl+K in the text | Edit a manual |
| Go back to an earlier version of a manual | Open the manual › ⋯ More options › Earlier versions › Put back | Backups and Recently deleted |
| Copy a manual | Open the manual › ⋯ More options › Make a copy | Edit a manual |
| Say who keeps a manual up to date | Open the manual › Who keeps this up to date? › Who keeps this manual current | Keep a manual up to date |
| Set a review date for a manual | Open the manual › Who keeps this up to date? › Check it again on | Keep a manual up to date |
| Check the steps still match the program | Open the manual › ⋯ More options › Compare the steps with the screen… | Keep a manual up to date |
| See manuals that are due for review or failed | Home › Needs attention, or Manuals › Needs attention | Keep a manual up to date |
| See a manual as a PDF, without saving | Open the manual › View as PDF | Save and share a manual |
| Save a manual as a PDF | Open the manual › Save as › PDF document | Save and share a manual |
| Find a PDF or Word file you saved | Sidebar › Saved files | Save and share a manual |
| Save a copy of a document | Open the document › ⋯ More options › Save a copy | Open a document in another program |
| Save a manual to a folder you choose | Open the manual › Save as › Save to another folder | Save and share a manual |
| Print a manual | Open the manual › View as PDF › the printer button | Save and share a manual |
| Save a manual as a Word document | Open the manual › Save as › Word document | Save and share a manual |
| Save a manual as a text or Markdown file | Open the manual › Save as › Text file | Save and share a manual |
| Share a manual as a web page | Open the manual › Save as › Web page | Save and share a manual |
| Make a tutorial video | Open the manual › ⋯ More options › Make a tutorial video | Save and share a manual |
| Save the tutorial video as an MP4 | Open the manual › Tutorial video › Save as MP4… | Save and share a manual |
| Walk through a manual one step at a time | Open the manual › Follow along | Follow along while doing a task |
| Use a manual as a checklist | Open the manual › Follow along › Checklist › Finish and log it | Follow along while doing a task |
| Ask staff to confirm they read a manual | Open the manual › ⋯ More options › Ask staff to confirm they read this… › Publish | Track who read and did a manual |
| Stop asking staff to confirm | Open the manual › ⋯ More options › Published · ask again… › Take it back | Track who read and did a manual |
| See who read or did a manual | Open the manual › ⋯ More options › Who has read and done this… | Track who read and did a manual |
| See every completed procedure | Sidebar › Records › Follow-along runs | Track who read and did a manual |
| Send a manual to someone to read or do | Open the manual › ⋯ More options › Send to read or do…, or ⋯ on its card | Onboarding |
| Give a role its manuals and a plan | Sidebar › Onboarding › Roles and plans | Onboarding |
| Learn the app step by step | Sidebar › Onboarding › Learn Sopycat | Onboarding |
| See who still has to confirm | Sidebar › Records › Read confirmations › Waiting on confirmation | Track who read and did a manual |
| Export training records to a spreadsheet | Sidebar › Records › Save runs as CSV / Save confirmations as CSV | Track who read and did a manual |
| Set the name used in records | Settings › Name on Records | Set up Sopycat for an office |
| See or save the audit log | Settings › Regulated Office Mode › Show the audit log / Save as CSV… | Set up Sopycat for an office |
| Turn on regulated-office mode | Settings › Regulated Office Mode › Regulated-office mode | What stays on your PC |
| Search inside every manual and document | Press Ctrl+K, Home › Search everything, including words inside files…, or Manuals or Documents › Search titles and every step… | The library |
| Filter the list in the sidebar | Sidebar › Filter… | Finding your way around |
| Go to Home | Sidebar › Home, or click the Sopycat logo | Finding your way around |
| Show only manuals or only documents | Sidebar › Manuals, or Sidebar › Documents | The library |
| See only PDFs, pictures or one other kind of document | Documents › File type › PDFs / Pictures / Spreadsheets / Presentations / Word / Text / Other | The library |
| Group documents by folder instead of file type | Documents › Group by › By Folder | The library |
| Sort by date or A to Z, or switch to a list | Manuals or Documents › Sort, and the Grid / List switch | The library |
| Drag cards into my own order | Manuals or Documents › Sort › Custom order, then drag a card | The library |
| Make a new folder | Home › Folders › New folder, or a folder's page › New folder | The library |
| Move a document into a folder | The document's ⋯ › Move to folder…, or drag it onto the folder | The library |
| Rename a folder | Home › Folders › the folder card's ⋯ › Rename, or the pencil on the folder's page | The library |
| Move a folder into another folder | The folder card's ⋯ › Move to… | The library |
| Remove a folder but keep what is in it | The folder's ⋯ › Remove folder | The library |
| Add a label to a document | The document's ⋯ › Labels | The library |
| Rename or remove a label | Home › the label › Rename / Remove | The library |
| Label several documents at once | Manuals or Documents › tick the cards › Add label | The library |
| Pin a document to the top | The document's ⋯ › Pin to the top | The library |
| Select several documents at once | Manuals or Documents › hover a card and tick its box, Ctrl-click, or Ctrl+A | The library |
| Delete a document | The document's ⋯ › Delete | Backups and Recently deleted |
| Get back something I deleted | Sidebar › More › Recently deleted › Restore | Backups and Recently deleted |
| Find my library folder | Settings › Library Location › Open folder | Where your files live |
| Use a different library folder | Settings › Library Location › Change… | Where your files live |
| Move my library to another drive | Copy the folder in File Explorer, then Settings › Library Location › Change… | Where your files live |
| Back up the library now | Settings › Backup & Restore › Back up the library… | Backups and Recently deleted |
| Back up every week | Settings › Backup & Restore › Back up automatically once a week | Backups and Recently deleted |
| Restore from a backup | Settings › Backup & Restore › Restore from a backup… | Backups and Recently deleted |
| Share one library with my team | On each PC: Settings › Library Location › Change… › the shared folder | Share a library with your office |
| Read a document someone else is editing | The amber banner › Open read-only | Share a library with your office |
| Choose between two saved versions | The amber banner › Compare and pick › Keep this version | Share a library with your office |
| Add a PDF, Word file or picture | Home or Documents › Add a document, or drag files onto the Sopycat window | Add documents to the library |
| Open a PDF to edit it | Sidebar › Tools › Edit a PDF › drop the file, or Choose files… | Add documents to the library |
| Change the words in a PDF | Open the PDF › Edit text › Lines (one line) or Paragraphs (a whole block) | Edit a PDF |
| Add new text to a PDF | Open the PDF › Edit text › New text › drag a box and type | Edit a PDF |
| Add, replace or turn a picture in a PDF | Open the PDF › Pictures › Add a picture…, or click a picture › Replace… / Left / Right | Edit a PDF |
| Put a logo in the same spot on every page | Open the PDF › Pictures › click the picture › Same spot on other pages › Copy | Edit a PDF |
| Save my PDF changes | Open the PDF › Save, or Ctrl+S | Edit a PDF |
| Get back unsaved PDF edits after a crash | Open the PDF again › You have unsaved changes › Restore | Edit a PDF |
| Go back to the original PDF | Open the PDF › Versions › The original, untouched | Edit a PDF |
| Reorder pages | Open the PDF › Pages › drag the pages | Pages and the More menu |
| Rotate a page | Open the PDF › Pages › hover the page › turn left or right, or press [ or ] | Pages and the More menu |
| Delete pages from a PDF | Open the PDF › Pages › choose the pages › Delete | Pages and the More menu |
| Take pages out into a new document | Open the PDF › Pages › choose the pages › Take out as a new document | Pages and the More menu |
| Add a blank page or crop pages | Open the PDF › Pages › More page tools › Add a blank page at the end / Crop… | Pages and the More menu |
| Split a PDF into single pages | Open the PDF › Pages › More page tools › Save every page as its own file… | Pages and the More menu |
| Highlight, underline or draw on a PDF | Open the PDF › Mark up › Highlight / Underline / Draw / Arrow / Box | Edit a PDF |
| Add a sticky note or comment | Open the PDF › Mark up › Sticky note | Edit a PDF |
| Reply to, resolve or export comments | Open the PDF › Mark up › Comments, or More › Comments… › Export | Edit a PDF |
| Type on a PDF that has no form boxes | Open the PDF › Mark up › Type on the page | Edit a PDF |
| Stamp Approved, Paid or Received | Open the PDF › Mark up › Stamp | Fill in, sign and send for signature |
| Sign a PDF or add my initials | Sidebar › Tools › Sign a PDF, or open the PDF › Mark up › Signature | Fill in, sign and send for signature |
| Fill in a PDF form | Open the PDF › Fill in | Fill in, sign and send for signature |
| Save form answers to use again | Open the PDF › Fill in › Fill from a profile › Save these answers as a profile… | Fill in, sign and send for signature |
| Lock the answers into a form | Open the PDF › Fill in › Lock the answers in | Fill in, sign and send for signature |
| Add form boxes to a PDF | Open the PDF › Fields › Find the boxes on this page, or pick Text box, Checkbox or Date | Fill in, sign and send for signature |
| Send a PDF for someone else to sign | Open the PDF › More › Prepare a copy for someone to sign… | Fill in, sign and send for signature |
| Sign with a digital certificate | Open the PDF › More › Sign with a certificate… | Fill in, sign and send for signature |
| Black out text in a PDF | Open the PDF › Mark up › Redact › drag over it › Save | Redact safely |
| Remove a PDF's properties, comments, cover-ups and other hidden information | Open the PDF › More › Remove hidden information… | Redact safely |
| Redact every email address or card number | Open the PDF › Find and redact › pick a ready-made pattern › Redact N places | Redact safely |
| See what was redacted | Open the PDF › More › Redaction log… | Redact safely |
| Make a PDF smaller | Open the PDF › More › Make the file smaller… | Pages and the More menu |
| Make a scan searchable (OCR) | Open the PDF › More › Make it searchable (OCR)… | Pages and the More menu |
| Check a PDF for screen readers, describe its pictures, set its title and language | Open the PDF › More › Check accessibility… | Pages and the More menu |
| Add, rename, reorder or nest a PDF's bookmarks, or make them from its headings | Open the PDF › More › Bookmarks… | Pages and the More menu |
| Add a link to a web page or another page of a PDF | Open the PDF › Mark up › Link | Pages and the More menu |
| Change or remove a PDF's links, or turn its web addresses into links | Open the PDF › More › Links… | Pages and the More menu |
| Save a PDF as an archive copy (PDF/A) | Open the PDF › More › Save an archive copy (PDF/A)… | Pages and the More menu |
| Save a manual as an archive PDF (PDF/A) | Open the manual › Save as › Archive PDF (PDF/A) | Save and share a manual |
| Let a step ask a question and send the reader to another step (branching) | Open the manual › the step's ⋯ menu › Add choices (if this, go to…) | Edit a manual |
| Describe a step's picture for screen readers | Open the manual › the step's ⋯ menu › Describe the picture… | Save and share a manual |
| Put a password on a PDF | Open the PDF › More › Protect with a password… | Pages and the More menu |
| Remove a PDF's password | Open the PDF › More › Remove the password… | Pages and the More menu |
| Print a booklet or several pages per sheet | Open the PDF › More › Print… | Pages and the More menu |
| Add page numbers, a header or a footer | Open the PDF › More › Header and footer… | Pages and the More menu |
| Add a watermark such as DRAFT | Open the PDF › More › Watermark… | Pages and the More menu |
| Bates-number the pages | Open the PDF › More › Bates numbering… | Pages and the More menu |
| Attach a file inside a PDF | Open the PDF › More › Attachments… › Attach a file… | Pages and the More menu |
| Compare two PDFs | Open the PDF › More › Compare with another PDF… | Pages and the More menu |
| Add one PDF to the end of another | Open the PDF › More › Add another PDF to the end | Pages and the More menu |
| Save an edited copy of a PDF somewhere else | Open the PDF › More › Save a copy… | Pages and the More menu |
| Combine files or pictures into one PDF | Sidebar › Tools › Combine into one PDF, or Ctrl+K › Combine files into one PDF | Convert files and batch jobs |
| Convert a PDF to Word, or HEIC to JPG | Sidebar › Tools › Convert files › Choose files… › Change each file to another type | Convert files and batch jobs |
| Shrink or OCR a whole folder of files | Sidebar › Tools › Batch jobs › Make smaller / Make searchable › Start | Convert files and batch jobs |
| Get the Office pack for older Office files and slide pictures | Settings › Office File Conversion › Download the Office pack (about 350 MB), or Look again if LibreOffice is installed | Convert files and batch jobs |
| Edit a Word document | Documents › open the .docx › type › Save | Word and text files |
| Edit a spreadsheet's cells | Documents › open the .xlsx or .csv › click a cell › type › Save | Spreadsheets |
| Add or remove rows, sort, freeze the top row | Spreadsheet › Rows & columns / Sort / Freeze | Spreadsheets |
| Find and replace in a spreadsheet | Spreadsheet › Ctrl+F (find) or Ctrl+H (replace) | Spreadsheets |
| Change the words on a PowerPoint slide | Documents › open the .pptx › pick a slide › Words on slide › Save | Presentations and pictures |
| Find out why a deck's slides look different here | Open the deck › the note above the slides names the font this computer lacks | Presentations and pictures |
| Crop, turn or mark up a picture | Documents › open the picture › Edit the picture | Presentations and pictures |
| Draw a circle, a line or freehand on a picture | Documents › open the picture › Edit the picture › Draw a circle / Draw a line / Draw freehand | Presentations and pictures |
| Number the parts of a picture | Documents › open the picture › Edit the picture › Add a numbered marker | Presentations and pictures |
| Put my signature on a picture | Documents › open the picture › Edit the picture › Add a signature | Presentations and pictures |
| Make lines thicker or words bigger on a picture | Edit the picture › choose a drawing tool › Line thickness, or Add words › Size of the words | Presentations and pictures |
| Make a PDF of a spreadsheet, deck or picture | Open it › ⋯ › Make a PDF copy | Spreadsheets |
| Open a document in its usual program | Open the document › Open in its app | Word and text files |
| Delete a table row, or add or delete a column, in a Word file | Click in the table › Table (right end of the bar) | Word and text files |
| Find and replace words in a Word file | Open the Word file › Ctrl+F, or Ctrl+H to replace | Word and text files |
| Find and replace words in a PDF | Edit text › Lines › Find and replace (or Ctrl+H) | Edit a PDF |
| Accept or reject tracked changes in a Word file | Open the Word file › Changes › Accept, Reject, or Accept all | Word and text files |
| Comment on a Word file, or answer a comment | Select words › Comment on the bar; or Comments › Reply, Resolve | Word and text files |
| Show a document's file in File Explorer | Open the document › Show in folder, or the document's card ⋯ › Show in folder | Word and text files |
| Copy a document's file to paste into an email or a chat | The document's ⋯ › Copy file | Word and text files |
| Make Sopycat my PDF program | Windows Settings › Apps › Default apps | Word and text files |
| Find any action or setting by name | Press Ctrl+K | Finding your way around |
| See all keyboard shortcuts | Press ? (outside a text box) | Keyboard shortcuts |
| Switch to dark mode | Sidebar › the moon button at the bottom | Finding your way around |
| Make everything larger, or turn on more contrast | Settings › Size & Contrast, or Ctrl+= and Ctrl+- | Finding your way around |
| Open links in my own browser | Settings › Opening Links › In my usual browser | Finding your way around |
| Take the tour again | Settings › Tour & Tips › Take the tour again | Getting started |
| See what to try first, and take the tour | Sidebar › More › Getting started | Getting started |
| Open this help center from the app | Settings › Tour & Tips › Open the help center | Help center |
| Check for updates or see my version | Settings › App Updates › Check now (the version is at the top of Settings) | Install, update and uninstall |
| Turn off automatic updates | Settings › App Updates › Check for updates automatically | Install, update and uninstall |
| Send a problem report to support | Settings › Help & Support › Save and email (Sopycat saves the report and opens an email to [email protected]; attach the file and send it), or Save a report… | Fixing problems |
| Uninstall Sopycat | Windows Settings › Apps › Installed apps › Sopycat › Uninstall | Install, update and uninstall |
| Buy a key or check how the trial works | sopycat.com › Pricing | Buying and your key |
| Enter or change my key | Settings › Plan & License › paste the key › Activate | Buying and your key |
| Move my key to another computer | Settings › Plan & License › Release this computer | Buying and your key |
| Cancel, change my card or see receipts | Settings › Plan & License › Manage your plan | Buying and your key |
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