IT Documentation Onboarding Guide
How to onboard a new customer and document their entire environment
The blueprint for documenting a new environment
Onboarding a new customer or site is where documentation debt is created — or avoided. This guide walks a technician step by step through what to capture, where it belongs, and how to keep it current, whether you run IT Portal or any other system.
A repeatable onboarding workflow
Companies, sites, facilities, contacts, agreements, credentials, devices, IP networks, and network diagrams — the exact order to document a new environment so nothing gets missed.
Import instead of retype
Current KB import paths — from your PSA/RMM, from VMware, and from Microsoft 365 — so you pull existing data in instead of rekeying it during onboarding.
Keep your documentation current
Relationships, templates, change history, expirations, the mobile app, the password plugin, API import, and export — the features that stop documentation from going stale after go-live.
Modernized from IT Portal's original onboarding guide, with refreshed import links and all original walkthrough screenshots preserved. Delivered as a branded PDF.
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