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This guide walks you through creating an account, setting up your workspace, and publishing your first document. The whole process takes about five minutes.
No credit card is required to create an account.

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Create your account and sign in

1

Sign up

Go to /signup and fill in the following fields:
FieldNotes
Full nameYour display name in Steppd
Organization nameYour company or team name
EmailUsed to sign in and receive notifications
PasswordMinimum 8 characters — must include at least one uppercase letter, one number, and one special character
Click Create account when done.
2

Confirm your email

Steppd sends a confirmation link to the address you provided. Open the email and click the activation link. Once confirmed, you are redirected to the sign-in page.
3

Sign in

Go to /signin, enter your Email and Password, then click Sign in. You land on the Dashboard.

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Reset your password

If you forget your password, you can request a reset link from the sign-in page.
1

Request a reset link

On the sign-in page, click Forgot password? next to the password field. Enter your Email and click Send reset link. If an account exists for that address, a reset email arrives within a minute.
2

Set a new password

Open the email and click the link. On the reset page, enter your New password (same complexity requirements as sign-up) and re-enter it in Confirm password. Click Update password.
3

Return to the Dashboard

After a successful reset, Steppd signs you in automatically and redirects you to the Dashboard.

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Create your first document

1

Open the new document dialog

From the Dashboard or the My documents page, click New document.
2

Choose Blank

Select the Blank card to start with an empty document.
3

Enter a title

Type a title in the Title field. Version and Department are optional — you can fill them in later.
4

Create the document

Click Create Document. The editor opens with your new blank document.
You can also create documents using AI — paste rough notes, upload an audio recording, drop in a video walkthrough, or import a PDF or Word file and let Steppd generate a structured first draft for you. See Creating Documents to learn about all creation modes.

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Add content to your document

1

Add a section

In the left sidebar, click + Add section. A new section appears and is ready to name.
2

Add a step

Hover over the section in the sidebar. Click the + icon that appears and choose Add step. The new step is automatically selected.
3

Write your content

With a step selected, click inside the rich-text editor in the main area and start typing. Use the toolbar to format text, add lists, insert images, and more.Changes save automatically as you type. The top bar shows Saving… and then Saved to confirm.

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Publish your document

When your content is ready, publish the document to mark it as the active version.
1

Click Publish

In the editor’s top bar, click Publish.
2

View the published document

Steppd redirects you to the read-only published view. From here you can share an embed link, export to Word, or navigate back to My documents.
Once a document is published, you can only make changes by creating a revision. This keeps your version history intact.