Setting up your organization account

✨ Getting Started: How to Create an Account and Set Up Your Organization in BlueDocs

This guide walks you through the steps to sign up for BlueDocs, confirm your account, and set up your organization. It only takes a few minutes to go from signup to your first internal docs.

🧾 Step-by-Step Guide

🔹 Step 1: Create Your BlueDocs Account

1. Go to BlueDocs Signup Page
2. Enter your email address and create a password
3. Click Sign Up

🔹 Step 2: Confirm Your Email

1. Go to your email inbox
2. Look for a confirmation email from BlueDocs
3. Click Confirm your email

🔹 Step 3: Sign In to Your Account

1. Return to BlueDocs
2. Click Already have an account? Sign In
3. Enter your password again
4. Click Sign In

🔹 Step 4: Complete Your Profile

1. Enter your name and any relevant profile details
2. Click Next to proceed

🔹 Step 5: Invite Your Team

1. Add the email addresses of your team members
2. Press Enter after each email
3. Click Send & Continue

🔹 Step 6: Add Sample Documents

To quickly see how BlueDocs works, you can add demo content.

• Click Add sample documents when prompted

This will preload your dashboard with sample SOPs, policies, and training documents so you can explore features right away.

🚀 What Happens Next?

Once your account is set up, you can:

• Start creating documents, policies, and training paths
• Customize your workspace (teams, roles, branding)
• Assign onboarding flows to your new hires
• Build internal pages and document hubs

Explore the Dashboard to monitor your team's engagement and progress!

📌 Need Help?

If you run into any issues during setup, contact our support team or use the built-in AI chatbot inside your BlueDocs workspace for instant answers.

Updated on: 27/05/2025