---
title: "Step by step guides"
slug: "step-by-step-guides"
description: "Transform workflows into visual, step-by-step guides for onboarding, tutorials, and troubleshooting with Document360's easy-to-use feature."
updated: 2026-08-21T11:21:30Z
published: 2026-08-25T04:21:56Z
canonical: "docs.document360.com/step-by-step-guides"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Step by step guides

Document360's **Step by step guide** feature turns any workflow into a visual, step-by-step walkthrough.

A 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 step by step guides

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.

---

## Step by step guides and AI discoverability

Step by step guides are built for readers in a browser, but they are also structured for AI agents and LLMs to read. When you publish a guide in a public workspace, Document360 makes it available in the same machine-readable form as the rest of your knowledge base:

- The guide is published as a Markdown (`.md`) page, so AI crawlers receive the step sequence without navigation elements or page chrome.
- You can set an AI & search description (GEO/SEO) for the guide, or generate one with Ask Eddy AI.
- The guide is listed in your knowledge base's [llms.txt](/help/docs/llms-txt) file alongside your articles and page categories.

Procedural questions are among the most common things readers ask an AI assistant. A guide with a clear title and a well-written description is one that an assistant can retrieve and cite by name.

To set the title and description for a guide, read the article on [Editing a Step by step guide](/help/docs/editing-a-step-by-step-guide).

---

## 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](/help/docs/creating-and-recording-step-by-step-guides) - Learn how to capture workflows and create guides from scratch.
- [Editing a Step by step guide](/help/docs/editing-a-step-by-step-guide) - Customize and enhance your guides with images, text, and interactive elements.
- [Managing Step by step guides](/help/docs/managing-step-by-step-guides) - Organize, update, and maintain your guides efficiently across your Knowledge base.

An online library where users can find information about a product, service, department, or topic. It helps users self-serve by providing answers and guidance.