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Getting to the new document page

You can start a new document from two places:
  • Dashboard — click New document in the top area of the home screen.
  • My documents — click New document in the sidebar or at the top of the documents list.
Both routes take you to the same mode-selection screen, where you choose how you want to create your document.

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Choose a creation mode

Blank

Start from scratch. You write everything — no AI generation. Best when you already know the structure you want.

Notes

Paste rough text, bullet points, or an unstructured process description and let AI shape it into sections and steps.

Audio

Upload a spoken walkthrough or meeting recording (MP3, WAV, OGG, M4A — max 25 MB). AI transcribes and structures the content.

Video

Upload a screen recording or process walkthrough (MP4, MOV, WEBM — max 2 GB). AI extracts frames and structures your process.

Document

Import an existing PDF, Word document, or text file (PDF, DOCX, TXT — max 20 MB). AI reads and restructures the content.

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Metadata fields

Every creation mode shows the same three metadata fields before you generate or create:
FieldRequiredDescription
TitleRequired for Blank; optional for all AI modesThe document name. For AI modes, leave it blank and Steppd will infer one from your content.
VersionOptionalA version label for this document, such as 1.0 or 2024-Q3.
DepartmentOptionalAssign the document to a department. Departments are managed in Settings → Organization.

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Creating a blank document

Select the Blank card to open a plain editor with no AI assistance.
1

Go to the new document page

Click New document from the Dashboard or My documents.
2

Select the Blank card

Click the Blank card on the mode-selection screen.
3

Enter a title

Type a title in the Title field. This is required — the Create Document button stays disabled until you provide one.
4

Fill in optional metadata

Optionally enter a Version and select a Department.
5

Create the document

Click Create Document. The editor opens immediately with an empty document, ready to write.
For all AI-assisted modes, the generated title and structure are fully editable in the editor after creation. Nothing is locked in.