A desktop app that captures work as it happens, and a web app where your team organizes, confirms and finds it.
Desktop app for Windows and Mac
Start a session, pick the windows to include and work as usual. Docuit writes up the steps when you stop.
Start a session
The Atlas
Everyone on your team can search it from any web browser.
Grouped by area. Each shows its steps, owner, team, how often it happens and when it was last verified.
Tasks in the order they happen, with handoffs between teams clearly marked.
Every tool your teams use, and the work that relies on it. Systems with no documented tasks stand out.
Shared documents with their version number and the tasks that use them.
Offboard a departing employee
Review
Docuit drafts the steps. People confirm them. Nothing is trusted until someone on your team says it's right.
Docuit writes up the steps from a session or document.
The owner reviews, corrects and verifies it.
At the next review date, or when a source changes.
Updated and confirmed again, with every change recorded.
Reorder, add or remove steps and add notes.
See each way a task is done and choose one.
Keep up to five versions, and restore any of them.
Anyone can flag a task that looks wrong.
Existing documents
Bring in your manuals and SOPs. Docuit finds the tasks inside them, and your team decides what goes into the Atlas.
10 suggestions to review
Approve, edit or dismiss each suggestion. Nothing enters the library without review.
When a suggestion matches a task you already have, it's added as a source instead.
Each task links back to the part of the document it came from.
Documents
Turn any session into a ready-to-share document, then download it as PDF or Word.
Numbered steps with prerequisites and the expected result.
What was tried, what worked and how it was resolved.
What happened, the impact, the fix and how to prevent it.
A clear record of the changes made, grouped by area.
The current state and what comes next, for the next person.
The issue, steps taken and resolution, ready for your ticketing system.
Also: status updates, executive briefs, work logs and research summaries.
Control and privacy
Google, Microsoft and other standard identity providers.
Block apps and sites from ever being captured.
Admins, managers and team members, each with the right permissions.
Keep libraries separate by team, or share selected tasks across the organization.
A record of important changes for admins to review.
Passwords, card numbers and similar details are removed on the computer.
Personal documents stay private until a person shares them.
People can delete their data at any time.
Start with a 30-day pilot for one team. We set it up with you.
