> ## Documentation Index
> Fetch the complete documentation index at: https://docs.docinject.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with DocInject

> Create your DocInject account, build and publish your first SOP, then share it via embed link or route events to an automation platform in minutes.

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.

<Steps>
  <Step title="Sign up">
    Go to [docinject.com/signup](https://docinject.com/signup) and create your account.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create your first document">
    From the dashboard, click **New Document**. DocInject gives you five ways to get started:

    | Mode         | What you provide                                 |
    | ------------ | ------------------------------------------------ |
    | **Blank**    | Nothing. Start typing in the editor              |
    | **Notes**    | Paste in raw text or describe the process        |
    | **Audio**    | Upload an MP3, WAV, OGG, or M4A file (max 25 MB) |
    | **Video**    | Upload an MP4, MOV, or WEBM file (max 2 GB)      |
    | **Document** | Upload 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.

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="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.

    <Info>
      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.
    </Info>
  </Step>

  <Step title="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.

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Share or deploy">
    A published document is ready to share or deploy. Choose the option that fits your workflow:

    **Share via embed link**

    Open the document and generate a share token. This creates a public URL at `app.docinject.com/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 webhook**

    Go 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 API**

    Authenticate with an API key and call the documents API to retrieve, list, or export documents programmatically. See the [API reference](/api/authentication) to get started.
  </Step>
</Steps>