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 | Sidebar › 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 › Buttons while recording › Stop recording / Mark this spot | Record a task |
| 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 › Buttons while recording › Count down 3, 2, 1 before the recording starts | Record a task |
| Stop Sopycat writing down what I type | Settings › Buttons while recording › Write down what I type | What stays on your PC |
| Blur emails, phone and card numbers automatically | Settings › Buttons while recording › Blur personal details in the pictures automatically | Fix the pictures |
| Turn off the "manual ready" notification | Settings › Buttons while recording › Tell me when a manual or its video is ready | Record a task |
| Record my voice while I record | Settings › Your voice › 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 › Voice transcription › 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 | Library › New manual | Edit a manual |
| Choose how the steps are written | Settings › How the words get written | Choose how the words get written |
| Set up smarter writing that stays on my PC | Settings › How the words get written › Smarter writing, on this computer › Download and set up | Choose how the words get written |
| Use my own Anthropic key | Settings › How the words get written › My own Anthropic key › paste the key › Check | Choose 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 › 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 |
| 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 |
| Open a manual's files in File Explorer | Open the manual › ⋯ More options › Show the files | Where your files live |
| 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 | Library › Needs attention | Keep a manual up to date |
| Save a manual as a PDF | Open the manual › Save as PDF | Save and share a manual |
| Print a manual | Open the manual › Save as PDF, then print the PDF | Save and share a manual |
| Save a manual as a Word document | Open the manual › ⋯ More options › Save as Word document… | Save and share a manual |
| Save a manual as a text or Markdown file | Open the manual › ⋯ More options › Save as text file | Save and share a manual |
| Share a manual as a web page | Open the manual › ⋯ More options › Share as a 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 › Tools › Records › Completions | Track who read and did a manual |
| See who still has to confirm | Sidebar › Tools › Records › Read and confirmed › Waiting on confirmation | Track who read and did a manual |
| Export training records to a spreadsheet | Sidebar › Tools › Records › Save completions as CSV / Save acknowledgements as CSV | Track who read and did a manual |
| Set the name used in records | Settings › Your name | Set up Sopycat for an office |
| See or save the audit log | Settings › Regulated office › Show the audit log / Save as CSV… | Set up Sopycat for an office |
| Turn on regulated-office mode | Settings › Regulated office › Regulated-office mode | What stays on your PC |
| Search inside every manual and document | Library › Search titles and every step…, or Ctrl+K | The library |
| Filter the list in the sidebar | Sidebar › Filter… | Finding your way around |
| Show only recordings or only documents | Library › Show › Recordings / Documents | The library |
| Sort by date or A to Z, or switch to a list | Library › Sort, and Library › View | The library |
| Drag cards into my own order | Library › Sort › Custom order, then drag a card | The library |
| Make a new folder | Library › New folder, or Sidebar › Folders › + | 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 | Sidebar › the folder's ⋯ › Rename folder | The library |
| Move a folder into another folder | Library › the folder's tile › ⋯ › 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 | Sidebar › Labels › the label's ⋯ › Rename label / Remove label | The library |
| Label everything that has no label | Sidebar › Unlabeled › ⋯ › Give everything here a label… | The library |
| Pin a document to the top | The document's ⋯ › Pin to the top | The library |
| Select several documents at once | Library › 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 › Tools › Recently deleted › Restore | Backups and Recently deleted |
| Find my library folder | Settings › Where your manuals are kept › Open folder | Where your files live |
| Use a different library folder | Settings › Where your manuals are kept › Change… | Where your files live |
| Move my library to another drive | Copy the folder in File Explorer, then Settings › Where your manuals are kept › Change… | Where your files live |
| Back up the library now | Settings › Backup › Back up the library… | Backups and Recently deleted |
| Back up every week | Settings › Backup › Back up automatically once a week | Backups and Recently deleted |
| Restore from a backup | Settings › Backup › Restore from a backup… | Backups and Recently deleted |
| Share one library with my team | On each PC: Settings › Where your manuals are kept › 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 | Library › 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… | 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 › More › 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 | 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 |
| Redact every email address or card number | Open the PDF › More › 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 |
| 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 › Make a PDF › Make the PDF | Make a PDF, convert and batch jobs |
| Convert a PDF to Word, or HEIC to JPG | Sidebar › Tools › Convert files | Make a PDF, convert and batch jobs |
| Shrink or OCR a whole folder of files | Sidebar › Tools › Batch jobs › Make smaller / Make searchable › Start | Make a PDF, convert and batch jobs |
| Get the Office pack for Excel and PowerPoint files | Settings › Converting Office files › Download the Office pack (about 350 MB), or Look again if LibreOffice is installed | Make a PDF, convert and batch jobs |
| Edit a Word document | Library › open the .docx › type › Save | Word and text files |
| Open a document in its usual program | Open the document › Open in its app | 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 |
| Open links in my own browser | Settings › When you click a link › In my usual browser | Finding your way around |
| Take the tour again | Settings › Getting around › Take the tour again | Getting started |
| Bring back the Start here card | Settings › Getting around › Show Start here again | Getting started |
| Check for updates or see my version | Settings › Updates › Check now (the version is at the top of Settings) | Install, update and uninstall |
| Turn off automatic updates | Settings › Updates › Check for updates automatically | Install, update and uninstall |
| Turn crash reports on or off | Settings › If something goes wrong › Send a report automatically when Sopycat crashes | What stays on your PC |
| Send a problem report to support | Settings › If something goes wrong › Save a report…, or describe it › Send | 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 |
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