How to Take Screenshots and Video Recording

How to Take Screenshots and Video Recording

When seeking assistance from your CSM or our support team, it is incredibly helpful to provide screenshots or recordings of the issue as it is occurring. The best analogy is that you wouldn’t be able to address a child’s behavior effectively without seeing what’s happening first. We’re in a similar position with the software, we genuinely want to help, but we need to be able to see what your staff are seeing in order to understand and address it.

Please use the following steps to take a screenshot or record your screen to send along with your questions.

Windows

Screenshot

  1. Make sure you've downloaded:  Snipping Tool
  2. Press Windows Key + Shift + S. This allows you to drag a box around the area you want to capture, including free-form, rectangle, window, or full-screen modes.
  3. Alternatively open the Snipping Tool in your programs

Screen Recording

  1. Press Windows Key + Shift + R
  2. Click "New" and drag to select the area.
  3. Click "Start".
  4. Click the red "Stop" button to finish.
  5. Notes:
    1. Audio
      : Enable system audio or microphone in the capture widget before recording.
    2. Storage
      : Recordings are generally saved in the "Videos > Captures" folder.

Notes
Make sure you save your screenshots and recordings once they are generated by clicking the Save icon.

Mac

Screenshot:  Capture the entire screen

Shift-Command-3


  1. Press and then release these three keys together: Shift, Command, and 3.
  2. If you see a thumbnail in the corner of your screen, click it to edit the screenshot. Or wait for the screenshot to save to your desktop.

Screenshot:  Capture a portion of the screen

Shift-Command-4

  1. Press and then release these three keys together: Shift, Command, and 4. The pointer turns into a crosshair  
  2. To select the area of the screen to capture, click and hold your mouse or trackpad button while dragging the crosshair. Then take any of these actions:

    1. To take the screenshot, release the mouse or trackpad button.
    2. To cancel the screenshot, press the Esc (Escape) key.
    3. To move the area you selected without changing its size, press and hold Space bar while dragging.

Screen-recording

Use the Screenshot app

(Requires macOS Mojave 10.14 or later)

Shift, Command, and 5 keys.


  1. Open the Screenshot app by pressing these three keys together: Shift, Command, and 5.
  2. You should see an onscreen toolbar with controls for capturing a still image of your screen, followed by controls for recording a video of the screen:


The toolbar of the Screenshot app.

    1. Record Entire Screen 
    2. Record Selected Window 
    3. Record Selected Portion. You can adjust the selected portion by dragging its borders with your mouse or trackpad. 

3.  Before starting your recording, you can click Options in the toolbar to change the recording settings:
  1. To record your voice or other audio with the screen recording, choose a microphone.
  2. To show a black circle around your pointer when you click, choose Show Mouse Clicks.
  3. To set a recording timer, choose the number of seconds to wait before recording begins after you click Record.
  4. To change where the recording will be saved after you stop recording, choose a different “Save to” location. By default, recordings are saved to your desktop.
  5. To change the capture format on supported Mac models using macOS Tahoe 26 or later, choose SDR (Most Compatible) to capture in standard dynamic range using the H.264 video format. Or choose HDR to capture in high dynamic range using the HEVC video format.

4.  To cancel making a recording, press the Esc (Escape) key before you click Record.
5.  To start recording, click the Record button in the Screenshot toolbar. Or if recording a selected window, click the window that you want to record.
6.  To stop recording, click the Stop button in the menu bar, or press Command-Control-Esc (Escape).
7.  When you see a thumbnail of the recording in the corner of your screen, click it to edit the recording. Or wait for the recording to save to your desktop.