Adding Screen Recordings

If you need to create and attach screen recordings to your Handbook documents, you can use Vimeo’s Screen Recorder tool. This feature allows you to easily record your screen, webcam, or both, to create tutorials, walkthroughs, and demonstrations that can be shared directly within Handbook documents. Below is a step-by-step guide on how to record your screen and attach it to your Handbook content.

This feature is available for both Advanced and Enterprise plans


Why Use Vimeo’s Screen Recorder?

Vimeo’s Screen Recorder offers a simple and powerful way to capture high-quality screen recordings. Whether you’re showing employees how to use a software tool, explaining a procedure, or providing a visual demonstration, the Screen Recorder tool makes it easy to create professional videos without needing third-party software. Once your recording is complete, you can upload the video to Vimeo and then integrate it seamlessly into your Handbook documents.


Steps to Record Your Screen Using Vimeo

  1. Sign Up for Vimeo

    If you don’t have a Vimeo account, go to vimeo.com and sign up for a free or paid plan. Vimeo offers both options, but paid plans provide additional features like longer video storage and more customization options for your recordings.

  2. Open Vimeo’s Screen Recorder

    Once you’ve signed in to your Vimeo account, go to the Vimeo Screen Recorder page and click on Start Recording. Vimeo will ask for permission to access your camera and microphone. Choose whether you want to record your entire screen or a specific application window.

  3. Record Your Screen

    After selecting your recording preferences, click Start Recording. Vimeo will begin capturing everything happening on your screen. You can also toggle on your webcam to record yourself alongside your screen, making your videos more engaging.

  4. Stop and Save Your Recording

    Once you've finished recording, click Stop. Vimeo will automatically upload the video to your account, where you can preview it and make any necessary edits.

  5. Get the Vimeo Video URL

    After saving your recording, go to your Vimeo library, find the video you just created, and copy the video URL. This is the link you’ll need to embed in your Handbook document.


How to Attach the Screen Recording to Your Handbook Document

  1. Edit the Document

    Navigate to your Handbook dashboard and find the document where you want to add the video. Click on Edit Handbook to open the document editor.

  2. Add the Vimeo Video URL

    In the document editor, locate the video area at the top of the screen that says “Paste Vimeo URL here.” Paste the Vimeo video URL you copied earlier into this field.

  3. Save Your Document

    Once the video is successfully embedded, save your changes to the document. Your screen recording will now be viewable by anyone accessing the document.


Enforcing Video Viewing for Training Documents (Enterprise Plan Only)

If you are on the Enterprise Plan, you can enforce mandatory video viewing for training purposes. This feature ensures that employees must watch the full video before they can sign off or acknowledge the document, guaranteeing engagement and compliance.

  • Enterprise Plan Users: Employees will be required to watch the full video before acknowledging or signing off on the document.
  • Advanced Plan Users: Videos can be added, but employees can watch the video at their own pace without enforcement.

Best Practices for Screen Recordings

  • Keep It Short and Focused: Aim for videos that are concise and focused on one specific task or topic. This helps employees stay engaged and makes it easier for them to retain the information.
  • Clear Instructions: Use clear and simple language in your narration to guide employees through the process. If necessary, highlight or annotate important parts of the screen to help viewers follow along.
  • Test Your Recording: Before embedding the video, preview it to ensure the video quality, sound, and content are as expected.

Conclusion

Using Vimeo’s Screen Recorder with Handbook is a great way to enhance your training materials with engaging, visual content. By following the steps above, you can easily create, record, and attach screen recordings to any document, improving how you deliver training and compliance materials to your employees.


For any additional support or if you encounter issues while recording or uploading videos, feel free to reach out to our support team.

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