## This guide will walk you through setting up i-scribe step by step. Follow the sections below to get started.

### **Getting started**

-   Create an i-scribe account at[i-scribe.ai/sign-up](http://i-scribe.ai/sign-up) 
-   If you have an existing account, log in at[i-scribe.ai/sign-in.](http://i-scribe.ai/sign-in)
-   You can log in using your email address and password (recommended) or with your Google credentials.

### Select how many days data is kept

-   Click on the**Settings** button (number 1 in image below)
-   Click**Preferences** (number 2 in image below)
    -   Adjust the**Data Retention** to your desired setting (red arrow in image below)
-   Click**Save Changes** (number 3 in image below)

```image media="150"
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> *Image 1: Set your "Data Retention" time*

### **Invite secretaries and other admin staff**

-   Click to**Settings** (number 1 in image below)
-   Click to**Secretarial Access** (number 2 in image below).
-   Enter the admin member's name and email 
    -   Select**Admin Management Authorisation** if you want this staff member to have the ability to invite and add other admin staff.
    -   Click**Invite User.**
-   An email will be sent to this staff member with instructions, prompting them to set up their secretarial account, linking it to your profile.
-   You will see invited staff listed at the bottom of the**Preferences** page.
-   Click**Back** to return to your i-scribe interface.

```image media="151"
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> *Image 2:**Invite secretaries and other admin staff*

### **Setting up default templates**

-   Click on the**Templates** button located on the top left side of the screen (red box in image below):

```image media="152"
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> *Image 3:* Select default outputs

-   This view will show you the**"Default Outputs"** for your account (refer to image below). 

-   From the "Default Outputs" section: deselect the outputs you don't want to appear by default  From the "All Available" sections, select the outputs you *do* want to appear by default



Block Field

> *Image 4: Select your desired Default Outputs*

**Tip:****Default Outputs** will generate automatically every time if selected. For documents you only use occasionally, leave them unselected. 

-   Click**Home** to return to the main dashboard.

### **Changing outputs without changing default options**

-   When you want to select (or deselect) an output (but, you don't want to change your default options) you can click "Select Documents" (refer to image below).

```image media="154"
```

> *Image 5: Select outputs (without changing default outputs).*

### By following these steps, you’ll be all set up and ready to start scribing. Enjoy using i-scribe!