> For the complete documentation index, see [llms.txt](https://bluprynt.gitbook.io/bluprynt-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bluprynt.gitbook.io/bluprynt-docs/getting-started/onboarding-checklist.md).

# Onboarding Checklist

<details>

<summary>Step 1: Creating your organization</summary>

1. [Sign up](https://app.bluprynt.com/login) for a Bluprynt account.
2. To create off-chain disclosures only, go to **Smart Disclosures**.
3. To enable **onchain compliance when creating your disclosures in Smart Disclosures**, create an organization:
   1. Click your profile (bottom-left of the dashboard) → **Settings** → **Organization Settings**.

{% hint style="info" %}
Note, in order to use Know Your Issuer (KYI), you must create an organization first, given that KYI is an organization-level attestation.
{% endhint %}

</details>

<details>

<summary>Step 2: Inviting your team</summary>

1. Go to the home page of the dashboard
2. Navigate to the bottom lefthand corner of the dashboard
3. Click your profile (bottom-left of the dashboard) → **Settings** → **Organization Members**.
4. Enter the email and role of the invitee and press the "Invite" button.

</details>

<details>

<summary>Step 3: Using KYI</summary>

{% hint style="info" %}
**Note:** If you are (or represent) an asset issuer with an asset ready to issue, it's best to create an organization first and then go through the Know Your Issuer (KYI) process.
{% endhint %}

1. Create an organization (go back to [#step-1-creating-your-organization](#step-1-creating-your-organization "mention"))
2. Navigate to the home page of the dashboard.
3. Click on "Authenticate Asset" button on the Know Your Issuer (KYI) card in the middle of the page.
4. Finalize the steps listed here: [How It Works](/bluprynt-docs/kyi-know-your-issuer/how-it-works.md)

</details>

<details>

<summary>Step 4: Using Smart Disclosures</summary>

To use Smart Disclosures, please follow these instructions: [How it Works](/bluprynt-docs/smart-disclosures/how-it-works.md)

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://bluprynt.gitbook.io/bluprynt-docs/getting-started/onboarding-checklist.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
