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Getting started

Quick-start checklist

Ten minutes of setup that makes every future document faster and on-brand. Work down this checklist once and you're ready for real client work.

2 min readUpdated 18 Jun 2026

Your first ten minutes

  • Create your workspace and give Waxe a one-line description of your business.
  • Add your brand — logo, primary colour and a font or two.
  • Invite the people who draft, approve or send documents.
  • Generate one real document end to end to see the flow.
  • Make a small edit by typing, and one by asking Waxe.
  • Export a PDF so you know exactly what a client receives.

Why it's worth it

Most of the work in a document is the same thinking, redone from scratch every time. Getting your brand and team in place once means every later document starts on-brand and routes to the right people automatically — so the five-minute generation really is five minutes.

10 minutes
One-time setup that pays back on every document you make afterwards.

If you get stuck

Each item above links to a full guide. If something isn't behaving, check Troubleshooting, or email support@waxtable.com and a human will help within one business day.

Frequently asked questions

Can I skip steps and come back later?

Yes. Nothing here is mandatory before you generate — but adding your brand and team early makes every document better and faster, so it's the recommended order.

What's the single most important step?

Adding your brand. A logo and one primary colour are the difference between a generic-looking draft and one that looks unmistakably like you.

Related articles

Getting startedCreate your first workspaceSet up the home for your team, your brand and every document you make.Designs & brandingSet up your branding profileGive Waxe your colours, type and logo once, and wear them on every document.Getting startedGenerate your first documentDescribe the job, let Waxe draft it, and review a finished page in minutes.

Still need a hand?

Waxe answers most questions right inside the app. For everything else, our team replies within one business day.

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