# Software capture handoff

Original working template by the Martius team. Reviewed October 9, 2026.
You may use and adapt this document for your production work.
Use this worksheet to prepare Martius desktop capture of a supported software task, or to organize an approved local recording. Define the allowed actions, inspect the captured clip, connect it to the script and review the exported demo. Publishing remains a separately approved action.

A bounded task for a real software recording: known start, allowed actions, visible result and footage that the script will actually use.

## Project reference

- Project and version:
- Owner and reviewer:
- Intended audience and placement:
- Review date:

## Question the demo answers

State what a buyer or learner should understand after watching. Choose one workflow with an observable outcome.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Environment and start

Record the product version, approved test account, required permissions and starting state. Keep credentials out of the planning document.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Allowed actions and stop

List the sequence, what actions are in scope and where to stop for a human review or an unexpected state.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Record and explain

Pair each action with the screen state and narration that will explain it. Mark any edit, omission or speed change that could affect a viewer’s expectations.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Source and information review

Label footage as a supplied recording, live demonstration or illustration. Inspect names, files, messages and notifications before publication.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Clip used in the film

Record the source clip and where it appears in the finished video. A desktop Agent claim additionally needs a real operation and capture record.

Your approved information:

- Statement or decision:
- Source or reference:
- Reviewer:
- Unresolved question:

## Worked example — replace before production

Illustrative task — shared review in a demonstration workspace
Question: how does a comment become a resolved scene change?
Start: test project open, Scene 02 selected, approved demonstration data.
Actions: open the scene comment → edit the selected headline → compare the preview → mark the request resolved.
Visible result: the approved headline appears in the selected scene.
Boundary: stop if the workspace or labels differ; do not change account settings or publish a project.
Footage label: distinguish supplied recordings from the actual Martius desktop operation record; the Flow film on this website remains an authored interface illustration.

## Next review

- Actual delivered file or reference:
- Checks completed:
- Decision and scope:
- Approver and date:
- Next owner:

Read the related guide: https://martius.ai/guides/software-demo-script/
Read the workflow documentation: https://martius.ai/docs/desktop-capture/