Quick Start Guide

Ready to dive in? Use our quick start guide to get up to speed on creating your first Zeck. So exciting.

Setting Up your Account

• Accessing Your Account
• Navigating the Homepage
• Templates
• Folders
• Brand Kit
• Add Users to your Account
• User Types & Permissions

Creating Your First Zeck

• Create a Zeck
• How to add Contributors 
• Collaborating in the Editor 
• Duplicating a Zeck
• How to use the Editor
  • Editor Overview
  • Table of Contents
  • Dynamic linking 
  • Preview
  • Cover Images
  • Text Formatting 
  • Images
  • Videos
  • Attached Files
  • Google Sheets & Excel Integration
  • Carta Integration
• Zeck AI 
• Zeck Settings
  • Disable PDF Export
  • Disable Comments

Digitizing your Governance

• Setting up your Agenda
• Adding a Vote
• Pre-voting 
• Recording Votes
• Generating Minutes
• Approving Minutes

Sharing Your Zeck 

• How to add Viewers 
• Publishing
• Sharing  Your Zeck
• Pre-Read vs Live Meeting  
• Request Access
• Analytics 
• Comments on the Published Zeck

Getting Ready for the Next One

• Duplicating a Zeck 
• Use Cases to Consider

👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.