Create your first guide

From a template

1. Open Guides in the sidebar.
2. Choose Templates and browse the gallery.
3. Pick a template, choose a folder, and install it into your workspace.
4. Edit the steps so they match how your company works, then publish.

From scratch

1. Open Guides.
2. Click New guide.
3. Add a title, write steps, and attach screenshots where they help.
4. Save as a draft until it is ready, then publish so teammates can see it.

Tips

• Keep each step one clear action.
• Name the guide after the outcome, not the tool - for example "Close the month in Ledger."
• Assign an owner so someone is responsible for keeping it fresh.