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1

Sign up

Go to the sign-up page and create an account with your work email address and a password of at least 12 characters.Use a work email rather than a personal one. Your account is tied to your firm, and that address is what your colleagues and we will recognise.
2

Confirm your email

guardbook sends you a confirmation link. Open it.The link takes you to the sign-in page rather than logging you straight in. That is intentional: sign in with the password you just set.
3

Complete the questionnaire

Your first sign-in takes you into the onboarding questionnaire. See the questionnaire.

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If the confirmation email does not arrive

Check your spam or promotions folder first. If it is not there, go to the sign-in page and sign in with your email and password. guardbook will tell you the email still needs confirming and show a Resend confirmation email button. A new link arrives within a minute or two.

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Forgotten password

There is a Forgot password link on the sign-in page. It emails you a reset link.

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Two-step sign-in

We recommend turning on two-step sign-in once you are in. It takes about two minutes. See your account and your firm’s users.

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One account per person, one firm per account

Each login belongs to exactly one firm. Accounts are personal, so do not share one between colleagues. The audit trail records which person did each thing, and a shared login makes that record worthless. To bring colleagues in, the firm’s owner invites them from People. See your account and your firm’s users.

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First thing after signing in

Your firm’s Organisation record is what every generated document draws on, so it is worth completing properly before you generate anything. See firm details.