Scribe is a tool designed to help create step-by-step guides/workflows. It automatically generates step-by-step instructions by recording on-screen actions.

  • Include screenshots, text descriptions, and annotations.
  • Edit and customize the generated documentation.

Touchstone’s well-organized system allows your business to use Scribe workflows without SOP chaos.

  • Store all Scribe-generated workflows in one place.
  • Organize workflows by category, department, or function, making them easier to find.
  • Quicker searches and defined user access (read-only) or (create access)
  • Hyperlink to related work plans or processes for seamless navigation.
  • It provides a clear trail for management and performance reviews.
  • Create structured training by linking Scribe workflows to Positions on your Org Chart and then assigning them to employees for review and learning.

Follow These Steps to Get Started with Scribe and Touchstone.

CLICK HERE to Watch a Tutorial.

  1. Sign Up for Scribe
    • Create a free Scribe account or select the Scribe button in a Work Plan in Touchstone and follow the link.
    • The free version is enough to get started, but you can upgrade later for more features.

Create a free Scribe account

Steps to Create a Scribe Workflow and Embed It into Touchstone

  1. Log in to Scribe
    • Add the Chrome Extension for easy use.
  2. Create Your Workflow
    • Click Start Capture to begin recording your process.
    • Once done, click Finish to stop recording.

Share Your Workflow

  • Select the Share button.
  • Choose Embed
  • Choose Viewing Mode (How you want the screen shots to display in your Work Plan in Touchstone)
    • Slides (displays screen shots top to bottom)
    • Movie (display and plays like a movie)
    • Scroll (displays left to right and you have to click next to view the next slide)

NOTE: Scroll is a preferable Viewing Mode on the Touchstone Dashboard. Slides require extra clicks and movie view can make it hard to remember and follow steps without pausing the movie

  • Choose “Copy Embed Code”

Add Your Scribe Workflow to Touchstone

  • Go to an existing process in Touchstone or create a new one if needed.
  • Add a Work Plan for the Scribe workflow.
  • Click the Scribe icon, paste the copied Embed Code, and select Save.
    • If for whatever reason you don’t like the Viewing Mode (Slides, Scroll, Movie) Go back to Scribe and choose “Share” then “Embed”. Select the new Viewing Mode and copy the new Embed mode. 
  • Add Tasks and Expectations is necessary

Link the Process to Positions

  • Link the process to the appropriate positions in your organization chart.

Use Process Assignment to Assign the Process to Employees

  • Go to your Dashboard and assign the new process to all accountable employees.
  • Employees will receive an email notification with instructions to review the process.
  • Once completed, you’ll receive a confirmation from the employees.

View from Dashboard

NOTES:

  • Scribe Account:
    • Workflows live in your Scribe account. Changes made in Scribe will automatically update in Touchstone.
    • If you cancel your Scribe account, the workflows will no longer be accessible in Touchstone unless saved as a PDF.
  • Upgrade Option:
    • Consider upgrading to Scribe Pro to download workflows as PDFs. This ensures you have a backup even if you stop using Scribe.