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Free Product Template

Free Getting Started Guide

Quick onboarding for new [product] users

Welcome Quick Setup Your First Task Key Concepts Next Steps

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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 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

Create your workspace — Give it a name (e.g., "Marketing Team")
Invite your team — Enter email addresses or share the invite link
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:

Click + Add Task in the "To Do" column
Type a title: "Review Q1 marketing plan"
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
Drag the task to "In Progress" when you start working on it
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)

Skip Manual Drafting

Generate a Getting Started Guide from a Video

Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.

Generate from Video See Video-to-Docs

Use the template manually, or let Docsie generate the first draft from source footage.

DOCX, PDF, and Markdown downloads

Works with process and training videos

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Template FAQ

Getting Started Guide FAQ

Common questions about using and generating a getting Started Guide.

Using This Template

Q: What is a getting Started Guide?

A: A getting Started Guide is a structured document for quick onboarding for new [product] users.

Q: Can I download this getting Started Guide as Word or PDF?

A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.

Q: Can Docsie generate this from a video?

A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.