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Getting Started

From signup to your first approved document in under 10 minutes. Here's how.

01

Create your account

Head to app.arvodocs.com/signup and create your account. No credit card required — the Starter plan is free. You'll set up your organization name, invite your first users, and land on your dashboard in under a minute.

02

Set up your workspace

Your workspace is your organization's home in ArvoDocs. From Settings → Organization, configure your company name, logo, and default document numbering schema. If you're on the Scaling or Enterprise plan, this is also where you'll activate compliance packs.

03

Create your first document

Navigate to Documents → New Document. Pick a template from a compliance pack or start from scratch. Give it a title, assign a document number (or let ArvoDocs auto-generate one), and start writing. The rich text editor supports headings, tables, images, and inline comments.

04

Set up an approval workflow

Before releasing a document, configure its approval workflow. Go to the document's Workflow tab and add reviewers and approvers. You can set up sequential approvals (one after another) or parallel approvals (everyone at once). Approvers receive email notifications automatically.

05

Submit for approval

When your document is ready, click Submit for Review. Each reviewer and approver will be notified. They can approve, reject, or request changes — all tracked in the audit trail. Once all approvals are complete, the document moves to "Effective" status.

06

You're audit-ready

That's it. Your document is version-controlled, approved, and fully traceable. The audit trail captures every action — who created it, who reviewed it, who approved it, and when. You can export the full history as a PDF anytime.