> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equa.cc/llms.txt
> Use this file to discover all available pages before exploring further.

# User Guides

> Step-by-step guides for using the Equa equity management platform

# User Guides

Practical, step-by-step guides for Equa platform features. Written for startup founders, CFOs, legal counsel, and team administrators who manage equity, agreements, and compliance.

## Guides (21)

| Guide                                                      | Module(s)                   | Audience         | Status |
| ---------------------------------------------------------- | --------------------------- | ---------------- | ------ |
| [Getting Started](/guides/getting-started)                 | `auth`, `welcome`           | All users        | DRAFT  |
| [Organization Setup](/guides/organization-setup)           | `organization`              | Founders, admins | DRAFT  |
| [Managing Your Cap Table](/guides/managing-your-cap-table) | `captable`                  | Founders, CFOs   | DRAFT  |
| [Issuing Equity](/guides/issuing-equity)                   | `captable`, `esop`          | Founders, CFOs   | DRAFT  |
| [ESOP Administration](/guides/esop-administration)         | `esop`                      | HR, founders     | DRAFT  |
| [Creating Agreements](/guides/creating-agreements)         | `agreements`                | Legal, founders  | DRAFT  |
| [Convertible Instruments](/guides/convertible-instruments) | `convertibles`              | Founders, legal  | DRAFT  |
| [Document Management](/guides/document-management)         | `documents`                 | All users        | DRAFT  |
| [Data Rooms](/guides/data-rooms)                           | `documents`                 | Legal, founders  | DRAFT  |
| [Finance & Transactions](/guides/finance-and-transactions) | `hh-finance`                | CFOs, finance    | DRAFT  |
| [Payments & Billing](/guides/payments-and-billing)         | `payments`, `subscriptions` | Finance, admins  | DRAFT  |
| [Managing Team Members](/guides/managing-team-members)     | `team-members`              | Admins, HR       | DRAFT  |
| [Roles & Permissions](/guides/roles-and-permissions)       | `roles`                     | Admins           | DRAFT  |
| [Profile & Settings](/guides/profile-and-settings)         | `profile`, `user-dashboard` | All users        | DRAFT  |
| [Reports & Analytics](/guides/reports-and-analytics)       | `reports`                   | Founders, CFOs   | DRAFT  |
| [Referral Program](/guides/referral-program)               | `referrals`                 | All users        | DRAFT  |
| [Google Drive Sync](/guides/google-drive-sync)             | `google-drive`              | All users        | DRAFT  |
| [Microsoft Integration](/guides/microsoft-integration)     | --                          | All users        | DRAFT  |
| [Using Equanaut AI](/guides/using-equanaut-ai)             | `equanaut`                  | All users        | DRAFT  |
| [Admin Guide](/guides/admin-guide)                         | `admin`                     | Platform admins  | DRAFT  |
| [FAQ](/guides/faq)                                         | --                          | All users        | DRAFT  |

## How to Write a Guide

1. Copy `templates/user-guide.md` into `guides/`.
2. Write for a non-technical audience.
3. Include step-by-step instructions with UI references.
4. Update this index and `README.md` when the status changes.
