---
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: 2026-05-30T08:14:14Z
published: 2026-05-30T08:14:14Z
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 {{variable.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.
***
## Get started with step by step Guides

To build and manage {{variable.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 {{glossary.Knowledge base}}.