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Usage Guide ​

This guide covers the day-to-day use of Minute Capture, from viewing captures in your inbox to completing reviews and approvals.

Overview ​

Capture provides a structured way to review, approve, and submit documents and data. The user experience centers around three main areas:

  1. Capture Inbox - Where captures appear for your action
  2. Capture Details - Viewing capture information and history
  3. Review Environment - Interactive review with markup and approval tools

User Workflow ​

Typical Workflow for Users ​

Inbox → View Capture → Open Review → Review Artifacts → Add Markups → Submit/Approve/Reject

Role-Based Workflows ​

Submitter:

  1. Create new capture (from Mesh or directly)
  2. Add artifacts
  3. Fill in required fields
  4. Submit

Reviewer:

  1. See capture appear in inbox
  2. Open and review details
  3. Open review environment
  4. Review all artifacts
  5. Add markups and comments
  6. Approve or reject

Getting Started ​

Capture Inbox ​

Learn how to navigate your inbox, filter captures, and find what needs your attention.

Viewing a Capture ​

Understand the capture details view, timeline, and metadata display.

Opening the Review Environment ​

Access the dedicated review interface for interactive artifact review.

Reviewing Content ​

Reviewing Artifacts ​

Navigate between files, view documents and drawings, and understand artifact details.

Markups & Annotations ​

Use visual markup tools to annotate drawings, add comments, and provide clear feedback.

Submitting, Approving & Rejecting ​

Complete captures with appropriate actions based on your review.

Advanced Topics ​

AI Integration ​

Learn how Capture works with AI agents to provide human validation of automated processes.

Workflows Integration ​

Understand how Capture integrates with MinuteView workflows for sophisticated automation.

Audit & Compliance ​

Explore Capture's audit trail, compliance features, and traceability capabilities.

Common Tasks ​

Creating a Capture from Mesh ​

  1. Search for files in Mesh
  2. Select desired files
  3. Click "Create Capture"
  4. Choose template
  5. Fill in fields
  6. Submit

Reviewing a Document Package ​

  1. Open capture from inbox
  2. Review metadata and context
  3. Click "Open Review"
  4. View each artifact
  5. Add markups as needed
  6. Complete with Approve or Reject

Finding Specific Captures ​

  1. Open Capture Inbox
  2. Use filter controls
  3. Select template, status, or custom fields
  4. Sort by date, priority, etc.
  5. Click to open desired capture

Tips for Effective Use ​

For Submitters ​

  • Complete all required fields - Saves time and prevents rejection
  • Add clear descriptions - Help reviewers understand context
  • Verify artifacts - Ensure correct files before submitting
  • Check for updates - Make sure files are current versions

For Reviewers ​

  • Review promptly - Don't let captures become stale
  • Use markup tools - Visual feedback is clearer than text
  • Add detailed comments - Explain reasoning for decisions
  • Check all artifacts - Don't skip files

For All Users ​

  • Understand templates - Know which template to use for each process
  • Monitor your inbox - Check regularly for new captures
  • Use filters - Find captures faster with filtering
  • Read the timeline - Understand capture history before acting

Keyboard Shortcuts ​

Common shortcuts in the review environment:

ShortcutAction
SpacePan view
Mouse WheelZoom in/out
Ctrl + ZUndo markup
Ctrl + YRedo markup
DeleteDelete selected markup
EscDeselect tool/markup

Note: Shortcuts may vary by environment version

Mobile Access ​

Capture can be accessed from mobile devices:

  • Modern environment provides responsive design
  • View captures and details
  • Add comments
  • Limited markup capabilities on small screens
  • Full desktop experience recommended for detailed reviews

Getting Help ​

If you need assistance:

  • Template-specific help - Contact your template administrator
  • Technical issues - Contact IT support
  • Process questions - Check with your supervisor or process owner
  • System issues - Contact MinuteView support

Next Steps ​

Ready to start using Capture? Begin with:

Tentech