Saving, Exporting & Archiving

The most important lessons from our recent production cycle are all about file management. Read this page before you export, not after.

Export creates a final, uneditable file

⚠️ Heads up: Exporting produces a finalised, uneditable video — much like a static PDF. Once exported you cannot go back and change text boxes, captions or graphics in that file. The export is an output, never your master copy.

If a figure changes, a policy is updated or a typo is spotted, the only way to fix it is to reopen the original Clipchamp project and export again. That is only possible if the project file still exists and you can identify it.

Keep the project file

Strictly preserve and rename your original Clipchamp project files using a clear, consistent naming convention. This is what lets you return to the source and make corrections when compliance data or financial figures change.

Convention	Example	Why
`<Topic>_v<n>`	`ERM Training_v1`	Identifies the subject and the version at a glance.
Increment the version for each revision	`ERM Training_v2`	Keeps the earlier cut intact if you need to go back to it.
Keep the export alongside its project	`ERM Training_v2.mp4`	Makes it obvious which project produced which video.

💡 Pro Tip: Store the project file, the exported video and the transcript together in one folder per tutorial. When someone asks for a change six months from now, everything needed is in one place.

Back up the transcript

Download the transcript and keep it with the project files. It is a genuine working document, not just a by-product:

It is the reference for future edits — you can see exactly what was said and when.
It serves as documentation of what the training covered, for internal reference and compliance.
It makes the content searchable without watching the video.

Export settings

Export in 1080p. It is clear enough for screen walkthroughs; 4K produces very large files for no practical benefit on internal training material.
Test playback on multiple devices — laptop, phone and tablet — to confirm text boxes and graphics are still readable on a small screen.
Add a short intro slide with the training title, date and department. It helps with version control and makes the video look professional.

ℹ️ Good to know: The device check is the one people skip. Overlay text that is comfortable on a 27-inch monitor can be unreadable on a phone, and that is where a lot of this training actually gets watched.

Data privacy and compliance

⚠️ Heads up: Ensure sensitive data — actual financial figures, employee names, payroll details — is blurred or avoided during screen recordings, to maintain confidentiality.

Use demonstration or test data for walkthroughs wherever possible.
Check the whole frame, not just the area you are demonstrating: browser tabs, notifications, open documents and the taskbar all end up in the recording.
Review all training content for accuracy before publishing. A video is harder to correct than a document, and it will be treated as authoritative.

💡 Pro Tip: Do the privacy review at recording time as well as before publishing — catching a visible payroll figure before you record is far cheaper than blurring or re-recording it later. See Protect sensitive data on screen.

Distribution

Upload the final, exported video to a central repository — SharePoint, a Teams channel or the LMS — so staff can find it without asking.

Give it a clear title that includes the date and department, for easy retrieval later.
Keep one known location per topic rather than sending copies around by email, so there is no doubt about which version is current.
Store the transcript alongside the video where the platform allows it.