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

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

🔹 Step 2: Confirm Your Email

Go to your email inbox
Look for a confirmation email from BlueDocs
Click Confirm your email

🔹 Step 3: Sign In to Your Account

Return to BlueDocs
Click Already have an account? Sign In
Enter your password again
Click Sign In

🔹 Step 4: Complete Your Profile

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

🔹 Step 5: Invite Your Team

Add the email addresses of your team members
Press Enter after each email
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