Choose what kind of document you're adding to CODEX.
Every page of the PDF becomes a step: the page image is kept as the step's screenshot, and its text is pulled out as the step description. You'll land in the step editor afterward to review, reorder, or edit anything before saving.
SOPs are recorded live as you work: open the CODEX browser extension, hit Record, and walk through the process. Steps and screenshots are captured automatically, and you'll review and save them when you stop recording.