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What is a documentation Chrome extension and how do I know if it is secure?

March 6, 2026·2 min read·SOP Tools Compared

A documentation Chrome extension is a browser add-on that records your screen actions and generates step-by-step guides automatically. To verify security, check: what permissions the extension requests (it should not need access to all browsing data), whether the company has a SOC 2 report, where screenshots are stored and processed, and whether your IT team can review the extension's privacy policy.

What security checks should you perform?

CheckWhat to Look ForRed Flag
PermissionsMinimal — only active tab, not all browsing data"Read and change all your data on all websites"
Data storageClear policy on where screenshots are storedNo disclosure of storage location
SOC 2 complianceCompany has completed a SOC 2 Type II auditNo security certifications mentioned
Privacy policyExplicit about data collection, retention, sharingVague or missing privacy policy
Data deletionUsers can delete their data on requestNo data deletion mechanism
EncryptionData encrypted in transit and at restNo mention of encryption
Company reputationEstablished company with identifiable teamAnonymous or untraceable developer

How do documentation Chrome extensions work?

ComponentFunction
Click listenerDetects mouse clicks on page elements
Screenshot captureTakes a screenshot of the active tab at each action
Element identificationIdentifies the clicked element's label, type, and position
AI processingGenerates step descriptions from the captured data
Guide assemblyCombines screenshots and descriptions into a formatted guide

How do you get IT approval?

  1. Share the extension's privacy policy with your IT/security team
  2. Request a security review — IT evaluates the permissions and data handling
  3. Check the Chrome Web Store reviews for security-related feedback
  4. Test with non-sensitive workflows first before using on production data
  5. Use Glyde that prioritize data security and provide clear privacy documentation

This answer is part of our guide to SOP tools compared.

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Why do so many teams end up abandoning heavy documentation platforms like Trainual after a few months?

Teams abandon heavy documentation platforms because the setup takes weeks, content creation is manual and slow, adoption requires everyone to learn a new tool, and the ongoing maintenance burden falls on one person. When the initial champion leaves or gets busy, the platform goes stale. Lightweight tools succeed because they remove the biggest friction: creating the content in the first place.

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Why do some AI SOP generators write much better step descriptions and context than others?

AI SOP generators vary in description quality because they use different levels of context when generating text. Better tools analyze the DOM element (button label, field name, page section), the action type (click, type, navigate), and the surrounding UI context. Weaker tools only capture a screenshot and generate generic descriptions. The difference shows up as 'Click the Submit Order button in the checkout panel' vs 'Click the button.'

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Our remote team is in drastically different time zones, so live screen sharing isn't working; what tool is best for asynchronous process training?

Use a step-by-step guide generator instead of live screen sharing or video calls. A tool like Glyde records your workflow as you perform it and produces a written guide with annotated screenshots that any team member can follow at their own pace, in any time zone. Unlike Loom videos, written guides let the reader jump to specific steps, copy text, and reference the guide while working — no rewinding or pausing required.

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