Document Stack
Document Stack
Docs

Account Setup

Set up your Document Stack account, configure your profile, and get your workspace ready.

Create Your Account

Getting started with Document Stack takes less than a minute. Visit documentstack.dev/auth/sign-up and choose your preferred sign-up method:

  • Email & password — Enter your email and choose a secure password
  • Google — Sign up with your Google account for one-click access
  • GitHub — Sign up with your GitHub account

After signing up, you'll receive a verification email. Click the link in the email to verify your account and unlock all features.

Email Verification

Check your spam folder if you don't see the verification email within a few minutes. You can resend it from the sign-in page.

Complete Onboarding

After verifying your email, you'll be guided through a quick onboarding flow:

  1. Create your organization — Give your workspace a name (e.g., your company name)
  2. Create your first project — Projects hold your templates and API keys
  3. Choose a starter template — Optionally start with a pre-built template like an invoice or certificate

You can skip the starter template and create templates from scratch later.

Configure Your Profile

After onboarding, you can update your profile from the account settings:

  1. Click your avatar in the top-right corner of the dashboard
  2. Select Account Settings
  3. Update your display name and profile picture
  4. Configure notification preferences

Set Up Your Organization

Your organization is the top-level workspace in Document Stack. Everything — projects, templates, team members, and billing — lives under your organization.

  • Organization name — Visible to all team members. Use your company or team name.
  • Organization slug — A URL-friendly identifier used in API requests and dashboard URLs.
  • Logo — Upload your company logo for branding across the dashboard.
You can create multiple organizations if you manage documents for different companies or clients. Switch between them using the organization switcher in the sidebar.

Create Your First Project

Projects group related templates together and provide scoped API keys. For example, you might have separate projects for "Billing", "HR Documents", and "Marketing".

  1. Navigate to Projects in the sidebar
  2. Click Create Project
  3. Enter a name and optional description
  4. Click Create

Your project is now ready. You can start creating templates inside it or generate an API key for programmatic access.

Next Steps

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