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This guide walks you from a brand-new account to a published, deployed document. By the end, you’ll have created a document, added structure to it, published it, and either shared it via an embed link or wired it to a webhook.
1

Sign up

Go to app.docinject.io/signup and create your account.
Public signups may be waitlisted during early access. If you see a waitlist form, submit your email and you’ll receive an invite link when your spot opens.
2

Create your organization

On first sign-in, DocInject creates your organization automatically. Your organization is the workspace where all your documents, members, departments, and settings live.Before you start creating documents, consider setting up a few things:
  • Departments — Organize documents by team or function (Marketing, Ops, HR, etc.). Go to Settings to add departments.
  • Team members — Invite colleagues from Settings so they can collaborate on documents.
  • Export template — If you plan to export documents to Word, upload a branded .docx template under your profile.
3

Create your first document

From the dashboard, click New Document. DocInject gives you five ways to get started:
ModeWhat you provide
BlankNothing — start typing in the editor
NotesPaste in raw text or describe the process
AudioUpload an MP3, WAV, OGG, or M4A file (max 25 MB)
VideoUpload an MP4, MOV, or WEBM file (max 2 GB)
DocumentUpload a PDF, DOCX, or TXT file (max 20 MB)
For AI-assisted modes (Notes, Audio, Video, Document), DocInject generates a draft outline and asks a few clarifying questions before creating the document. Review the draft outline and fill in any answers — these help the AI fill gaps in the generated content.Give your document a title, version, and optionally a department before submitting.
If you have an existing SOP in another tool, the Document mode is the fastest way to import it. Upload the file and DocInject will extract and structure the content for you.
4

Add sections, steps, and sub-steps

Once the document opens in the editor, you’ll see its structure: sections at the top level, steps nested inside sections, and sub-steps nested inside steps.Use the editor to:
  • Add, rename, or reorder sections
  • Add steps under each section to describe what to do
  • Add sub-steps under steps for more granular detail
Documents support up to three levels of depth: section → step → sub-step.
If you generated the document from an AI mode, the editor will already contain a draft structure. Review it and edit as needed before publishing.
5

Publish the document

When the document is ready, click Publish. Publishing does two things:
  1. Locks the document as the current source of truth with a published status.
  2. Fires a document.published webhook event (if you have webhooks configured) and updates the organization inbox.
You cannot edit a published document directly. To make changes, create a revision — this produces a new draft linked to the published version, which you can edit and publish separately.
6

Share or deploy

A published document is ready to share or deploy. Choose the option that fits your workflow:Share via embed linkOpen the document and generate a share token. This creates a public URL at app.docinject.io/embed/{org_slug}/{token} that anyone can view without a DocInject account. Copy the URL from the Shareable links section of your dashboard.Connect a webhookGo to Settings → Webhooks and register an endpoint URL. DocInject will POST a structured JSON payload to that URL whenever a document event fires. Use this to push content to Slack, create tasks in Asana or Linear, update records in HubSpot, or trigger any automation platform.Pull via the REST APIAuthenticate with an API key and call the documents API to retrieve, list, or export documents programmatically. See the API reference to get started.