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Free Product Template

Free Getting Started Guide Template

Download a free getting started guide template in Word, PDF, or Markdown. Or bring your notes, PDFs, or a recording and let Docsie AI fill in every section for you.

Generated by Docsie AI. See it turn real videos into finished guides →

Welcome Quick Setup Your First Task Key Concepts Next Steps

Getting Started Guide

Use this template to quick onboarding for new [product] users.

Template Metadata

Field Details
Category Product
Owner [Team or owner]
Version [Version number]
Effective Date [Date]
Review Cycle [Monthly / Quarterly / Annual / Event-based]
Status [Draft / In Review / Approved]

Welcome

Brief, motivating introduction.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Quick Setup

5-minute setup steps to get running immediately.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Your First Task

Guided walkthrough of one complete task to build confidence.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Key Concepts

4-5 essential concepts explained simply.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Next Steps

Links to deeper guides and resources. Keep it short and focused. The reader should be productive within 10 minutes.

Item Details Owner Status
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]
[Item or requirement] [Describe the relevant detail, evidence, or decision] [Owner] [Open / Complete]

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Review and Signoff

Document review conclusions, approvals, unresolved items, and next review date.

Role Name Date Notes
Preparer [Name] [Date] [Notes]
Reviewer [Name] [Date] [Notes]
Approver [Name] [Date] [Notes]

Template Structure

What the Getting Started Guide Template Includes

Use this product template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.

1

Welcome

Brief, motivating introduction.

2

Quick Setup

5-minute setup steps to get running immediately.

3

Your First Task

Guided walkthrough of one complete task to build confidence.

4

Key Concepts

4-5 essential concepts explained simply.

5

Next Steps

Links to deeper guides and resources. Keep it short and focused. The reader should be productive within 10 minutes.

Recommended Structure

Write a Getting Started Guide in a welcoming, encouraging tone. Structure with:

Welcome

Brief, motivating introduction.

Quick Setup

5-minute setup steps to get running immediately.

Your First Task

Guided walkthrough of one complete task to build confidence.

Key Concepts

4-5 essential concepts explained simply.

Next Steps

Links to deeper guides and resources.

Keep it short and focused. The reader should be productive within 10 minutes.

Example Filled Template

Getting Started with TaskFlow

Welcome

TaskFlow helps teams manage projects without the complexity. You'll be creating and tracking tasks in under 5 minutes.

Quick Setup

  1. Create your workspace — Give it a name (e.g., "Marketing Team")
  2. Invite your team — Enter email addresses or share the invite link
  3. Create your first board — Click + New Board and pick a template (we recommend "Simple Kanban")

That's it — you're ready to go!

Your First Task

Let's create a task and move it through your workflow:

  1. Click + Add Task in the "To Do" column
  2. Type a title: "Review Q1 marketing plan"
  3. Click the task to open it, then: - Set a due date (click the calendar icon) - Assign it to yourself (click the person icon) - Add a description with any details
  4. Drag the task to "In Progress" when you start working on it
  5. Drag it to "Done" when complete

Key Concepts

  • Board: A visual workspace for a project or workflow
  • Column: A stage in your workflow (To Do, In Progress, Done)
  • Task: A unit of work with a title, assignee, and due date
  • Label: Color-coded tags to categorize tasks (e.g., "Bug", "Feature")

Next Steps

  • Customize columns to match your workflow
  • Set up automations to move tasks automatically
  • Connect integrations (Slack, GitHub, Google Calendar)
Don't start from a blank template

Let Docsie AI fill in this getting started guide template

Bring what you already have: meeting notes, an old PDF, a spreadsheet, a walkthrough recording. Docsie AI drafts every section of this getting started guide template in the structure above, then exports to Word, PDF, or Markdown for review and signoff.

Free to try. The template above was itself generated by Docsie — see it work on real videos at /tutorials/.

Notes, PDFs, DOCX, spreadsheets, or recordings in
Word, PDF, and Markdown out

Template FAQ

Getting Started Guide Template FAQ

Common questions about downloading and generating a getting started guide template.

Using This Template

Q: What is a getting started guide template?

A: A getting started guide template is a structured document for quick onboarding for new [product] users.

Q: Is the getting started guide template really free?

A: Yes. The getting started guide template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.

Q: How do I turn a video into a getting Started Guide?

A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete getting Started Guide using this template's structure — every required field auto-filled from the footage.

Q: Can I edit the getting started guide template after downloading?

A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.