What should you put in a quick Loom walkthrough?
Record one task, such as finding the latest invoice in a fictional account. Start where the viewer will be and stop when the invoice appears.
Read the labels aloud and check the captions for terms that could send someone to the wrong place. Loom Starter lists up to 25 videos per person and up to five minutes per video recording.
Who can watch the link you send?
Check sharing on that video. An anyone-with-the-link setting lets a forwarded link reach other people. Use named access when only particular people should see it and check which sign-in those viewers need.
Use made-up names and invoices even for a restricted recording. When preparing the real demo, test access using a separate signed-out session and, for restricted content, a permitted viewer account.
Will the captions come with a downloaded video?
Loom’s MP4 download excludes its closed captions. Download access depends on plan and workspace role. Check eligibility and keep a separate caption file if you need to publish the video elsewhere.
Loom documents caption downloads separately. Verify the video and the captions on the new player, including a line that contains a product label.
How can you rehearse the sharing decision?
Draw an invoice demo and two viewers. Keep the exercise on paper without an account, video link or customer record.
- Choose the viewersMark one viewer invited and one viewer uninvited. Write what each should see when opening the link.
- Check the file handoffDraw a move to a different player. List the video and caption file separately so the person moving it knows what to verify.