How can I take a screenshot?
Note: When taking a screenshot, please be sure to include as much detail as possible, particularly making sure the URL is visible at the top of the screen, the user logged in is visible in the top right corner of the screen and if any filters are applied the filter menu is visible on applicable pages (on the pipeline or list views, for example).
When working with Fintesk, you may need to take a screenshot of a specific question or issue you have within the Fintesk app.
In order to best serve you, we have provided information on how to take screenshots within the operating systems or apps that support Fintesk.
Note: When sending your screenshot to our support team, please paste the image directly into the chat or email. This will save time for you and allow our support team to view your screenshot immediately.
1. Windows desktop operating systems
To take a screenshot on a Windows desktop operating system, press the "Print screen" button on your keyboard.
The exact location of this button varies from keyboard to keyboard – and between PC and laptop – but it is usually quite easy to find and is often abbreviated as Print Scrn, Prnt Scrn, or Prt Scrn. With most PC keyboards it can be found on the top row of keys in the row after F12.
Once you have pressed this button, open up the Paint program in Windows. This can be done by searching using the Find program function or by browsing through your Programs list.
Once the Paint program has been opened, press CTRL+V to paste the screenshot within Paint.
Once done, save this pasted screenshot to your computer.
To save, click the "Save" button under the File menu in the top left of the paint menu.
Once saved, you can attach the saved image to an email and send it over.
Alternatively, if your screenshot contains data you do not wish to share, you can crop the picture within the Paint program before sending it.
To do so, first, click the "Selection" box from the menu at the top of the Paint program.
Once done, draw a box around what you would like to remain in the image, then click "Crop" from the same menu:
This will remove everything from the image except the area you have selected.
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information to help us troubleshoot or diagnose issues.
2. macOS desktop operating systems
In order to take a screenshot with a Mac, just press CMD+SHIFT+3.
Doing so will save a screenshot of your full screen to your desktop. From there, you can just attach that screen to an email and send it over!
Alternatively, if you have some data you do not wish to share with Fintesk, you can take a screenshot of a specific area within your screen.
To highly a specific selection, press CMD+SHIFT+4 and draw a box around the information that you wish to save in your screenshot.
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information, to help us troubleshoot or diagnose issues.