Ping SOPs turn a process you perform on your computer into a step-by-step document. Ping captures screenshots around clicks and typing, then generates step captions and a summary.

An SOP is not a screen video. Ping stores the relevant before-and-after screenshots for each captured action. To record a screen video instead, see Record, upload, and edit Videos in Ping.

Before you start

  • Install and sign in to Ping Desktop.
  • Grant Screen Recording access when Ping requests it.
  • Close or hide private information you do not want in screenshots.

SOP capture does not require Accessibility or Input Monitoring access. When a key press creates a step, Ping records that a key was pressed but does not store which key you pressed.

Record an SOP

  1. Open Ping Desktop.
  2. Select SOPs.
  3. Choose Screen or Window.
  4. Select the screen or application window to capture.
  5. Use the preview to confirm the correct source.
  6. Select Start recording.
  7. Complete the process normally.
  8. Select Stop when finished.

An SOP can contain up to 32 captured steps. If the session creates more, Ping keeps the first 32 and shows a warning.

Wait for processing

Ping packages and uploads the screenshots, then generates captions and a summary.

Select Open in Ping when the SOP is ready. You can also find it in Library. The SOP is private and accessible only from your Ping account.

Edit an SOP

Only the person who recorded an SOP can edit it.

Open the SOP in Library and select Edit. You can:

  • Rename the SOP.
  • Edit its summary.
  • Edit or hide generated steps.
  • Add note steps.
  • Add or replace a step image with a JPG.

Hidden steps do not appear to viewers.

Control internal access

Open Sharing and choose:

  • Only me: Only the creator can view the SOP in Ping.
  • Organization: Everyone in your Ping organization can view it.

Share an SOP outside Ping

  1. Open Sharing.
  2. Select Copy link.
  3. Send the link to the intended viewer.

Anyone with the public link can view the SOP, even if internal access is set to Only me.

Select Revoke link to disable the current public link. Changing internal access does not revoke a public link that already exists.