Step by step guides

Document360’s Step by step guide feature helps you to create interactive, visually engaging content. In general, the step by step guide is a structured set of instructions designed to lead users through a specific process or task in a sequential manner, breaking it down into easy-to-follow steps.

When to use a Step by step guide

Step by step guides work best when the process is visual, sequential, and hard to follow from text alone. Common use cases include:

• Product onboarding - Walk new users through account setup, first-time configuration, or a core workflow so they reach value faster without contacting support.

• Software tutorials - Document a UI-heavy task like configuring an integration or setting up a report, where readers benefit from seeing each screen in sequence.

• Internal SOPs - Capture internal processes (e.g., how to submit a procurement request or run a deployment checklist) so institutional knowledge is preserved and repeatable.

• Feature announcements - Accompany a product release note with a guided walkthrough of the new feature, reducing the volume of "how do I use this?" tickets.

• Troubleshooting flows - Guide users through a diagnostic sequence (e.g., checking a setting, clearing a cache, re-authenticating) where the exact screen state matters.

Get started with Step by step guides

To build and manage Step by step guide, refer to the following articles:

• Creating and recording Step by step guides – Learn how to capture workflows and create guides from scratch.

• Editing a Step by step guide – Customize and enhance your guides with images, text, and interactive elements.

• Managing Step by step guides – Organize, update, and maintain your guides efficiently across your Knowledge base.