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Documentation Index

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Published Steppd documents can leave the platform in two ways: as a downloaded file you can store or distribute, or as a live embed that stays in sync with your latest published version. This guide covers both export formats, custom Word templates, and the full embed link lifecycle.

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Exporting a document

1

Open the export modal

Navigate to the published document. You can reach the export option from two places:
  • My Documents, open the action menu (the ⋯ icon) on the document row and select Export.
  • Document viewer or editor, click the Export button in the top toolbar.
The Export modal opens.
2

Choose a format

Select the format you want to download.
Downloads a formatted Word document. Steppd applies your selected template, if you have templates configured, to control fonts, colors, headers, and branding. Word is the right choice for documents that need to be emailed, printed, or uploaded to another system.If no templates are configured yet, the modal shows a link to upload one. See setting up a custom template below.
3

Select a template (Word only)

If you have one or more DOCX templates uploaded, they appear as a list of radio buttons in the Export modal. Select the template you want to apply, then click Export.If you haven’t uploaded a template yet, the Word option is disabled until you add one. The modal includes a direct link to the Templates page in your profile.
4

Download the file

Click Export. Steppd generates the file and your browser downloads it immediately. The modal closes automatically on success.

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Setting up a custom DOCX template

You can upload a branded Word template so every export uses your organization’s fonts, colors, and layout.
1

Go to your profile templates

Click your name or avatar in the navigation to open Profile, then select the Templates tab.
2

Add a new template

Click + Add template. Steppd opens the template creation page.
3

Upload your .docx file

On the template creation page, upload a .docx file formatted the way you want your exports to look. Give the template a name so you can identify it when exporting.Save the template. It now appears in your Templates list and in the Export modal whenever you export a Word document.
You can upload multiple templates, for example, one for internal SOPs and one for client-facing documents. The Export modal lets you choose which template to apply each time.

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Embedding a document

Embedding generates a token-based URL and an iframe snippet. Anyone with the link can view the latest published version of the document without a Steppd login. The embed stays live and always reflects the most recent publish.
1

Open the embed modal

Navigate to the published document. Open the embed option from one of these locations:
  • My Documents, open the action menu on the document row and select Embed.
  • Document viewer or editor, click the Embed button in the top toolbar.
The Embed modal opens.
2

Create an embed link

If no embed link exists yet, the modal shows a Create embed link button. Click it to generate a token-based URL.Steppd creates a unique link. Two copy fields appear in the modal: the Embed URL for sharing as a plain link, and the iframe snippet for embedding in other tools.
3

Copy the URL or iframe snippet

Use whichever format your destination tool requires:
  • Embed URL, paste directly into a browser, Slack message, or any tool with a link embed option.
  • iframe snippet, paste into the HTML editor of your tool. The snippet uses your Embed URL as the src and defaults to width="100%" height="600". Tools that accept iframe embeds include HubSpot, ClickUp, Notion, Confluence, and most intranet platforms.
Once a link exists, three management actions are available at the bottom of the Embed modal.