1 Create a template
A template describes your product once, so you never start a document from scratch. Click + New template and give it a name — for example Retail POS Suite.
Guide · 7 steps
Your first template
Describe your product once. Every project starts from it.
2 Add an area
Start with an area — the first chapter of your document, for example Payments.
3 Add a feature
Add the first feature of the area, for example Card payments. Each feature becomes a line the client approves.
4 Two simple questions
Is it mandatory in the product? Can the client adjust its options? Answer both and the document knows how to show it.
5 Add an option
Does the client decide anything here? Add an option, for example Offline limit.
6 What the client will see
This is how the feature reads in the document your client approves. It updates every time you save.
7 Publish it
When every area has at least one feature, publish. New projects start from the published version; you can keep editing the next one.
The same steps run as a guided tour inside the app, on your own screens.