User Manual Template (ISO/IEC/IEEE 26514)
Full user manual per ISO/IEC/IEEE 26514 – conventions, notices, concepts, task procedures, reference, errors, accessibility
Як використовувати: Use for a product manual that ships with a release or must pass review. Fill audience and conventions first, then write section 6 as verb-titled tasks with expected results. The main pitfall is mixing concepts, steps and reference on one page.
Перегляд
User Manual: [Product name] [version]
Complete user manual for a software product or service. The structure follows the information-for-users content described in ISO/IEC/IEEE 26514:2022: identification, conventions, safety notices, concepts, task-oriented procedures, reference, troubleshooting and navigation aids. Replace every
[bracketed]value and every row marked Example.
Document control
| Field | Value |
|---|---|
| Document ID | [UM-PRODUCT-001] |
| Product and version | [Product name] [2.4] |
| Manual version | [0.1] |
| Status | [Draft / In review / Approved / Superseded] |
| Owner | [@docs-owner] |
| Approvers | [@product-owner], [@support-lead] |
| Classification | [Public / Customer confidential / Internal] |
| Last updated | YYYY-MM-DD |
| Delivery formats | [Web help / PDF / In-app help / Printed] |
Approvals
| Role | Name | Decision | Date |
|---|---|---|---|
| Product owner | [@name] | [Approved / Rejected / Approved with comments] | YYYY-MM-DD |
| Technical reviewer | [@name] | [Decision] | YYYY-MM-DD |
| Support lead | [@name] | [Decision] | YYYY-MM-DD |
| Accessibility reviewer | [@name] | [Decision] | YYYY-MM-DD |
Revision history
| Version | Date | Author | Product version | Change summary |
|---|---|---|---|---|
| 0.1 | YYYY-MM-DD | [@name] | [2.4] | Initial draft for review |
| 1.0 | YYYY-MM-DD | [@name] | [2.4] | Example: Approved for release; added 5.6 bulk export |
| 1.1 | YYYY-MM-DD | [@name] | [2.5] | Example: Updated 6.3 shortcuts; new error E-4012 in 8 |
Contents
1. About this manual
1.1 Identification
This manual describes [Product name] version [2.4], released YYYY-MM-DD, for [web browsers / Windows / macOS / Android / iOS]. It applies to the [Standard / Professional / Enterprise] edition. Features available only in some editions are marked with the edition name in the heading.
1.2 Intended audience
This manual is for [end users such as account managers and analysts] who use [Product name] to [main goal, for example "prepare and share monthly sales reports"]. It assumes you can use a web browser and know [domain knowledge, for example "basic spreadsheet terms"]. Installation is covered in the [Installation Guide] and administration in the [Administrator Guide].
1.3 How this manual is organised
| If you want to | Read |
|---|---|
| Understand what the product does | 3 Product overview, 4 Concepts |
| Use the product for the first time | 5 Getting started |
| Complete a specific job | 6 Tasks |
| Look up a setting, field or shortcut | 7 Reference |
| Fix a problem or understand an error | 8 Troubleshooting, 9 Error messages |
1.4 Conventions
| Convention | Meaning | Example |
|---|---|---|
| Bold | Names of UI elements you click or select | Select Save |
Monospace | Text you type, file names, code | Type Q3-report |
| Italic | New term defined in the glossary | A workspace holds projects |
| > Menu path | Sequence of menu selections | File > Export > PDF |
| [Edition] tag | Feature limited to an edition | [Enterprise] |
| Note | Helpful information that is easy to miss | Note: Drafts are kept 30 days. |
| Caution | Risk of losing data or work | Caution: Deleting a workspace cannot be undone. |
| Warning | Risk of harm to people or of a security breach | Warning: Do not share your recovery key. |
Sections omitted from this edition of the manual and the reason: [none / "2.2 Physical safety omitted: software-only product"].
2. Safety and important notices
2.1 Data and security notices
| Signal word | Hazard | Consequence | How to avoid it |
|---|---|---|---|
| Caution | Example: Permanent deletion of a workspace | All projects and files in it are lost | Export the workspace before deleting it (6.5) |
| Warning | Example: Sharing a public link | Anyone with the link can view the document | Use Restricted sharing for confidential content |
| Warning | [Hazard] | [Consequence] | [Avoidance action] |
2.2 Physical and health notices
[If the product has hardware, describe electrical, thermal or ergonomic hazards here. For software products, describe relevant health notices such as photosensitive content warnings, or state "Not applicable".]
2.3 Legal notices
[Trademark statements, licence summary and a pointer to the full licence terms. This section records the notices; it is a format, not legal advice.]
3. Product overview
3.1 Purpose
[Product name] helps [audience] to [primary job] by [key mechanism]. Typical uses are [use 1], [use 2] and [use 3]. It is not intended for [out-of-scope use, for example "storing payment card data"].
3.2 Main components
The diagram below shows how the main parts relate.
| Component | What it does for you |
|---|---|
| Example: Workspace | Groups the projects of one team and controls who can see them |
| Example: Dashboard | Shows recent documents and tasks assigned to you |
| [Component] | [User-facing purpose] |
3.3 What is new in this version
- [New capability, with a link to the task that uses it]
- [Changed behaviour users will notice]
- [Removed feature and its replacement]
4. Concepts
4.1 Key objects
| Concept | Explanation | Related tasks |
|---|---|---|
| Example: Draft | A document only you can see until you publish it | 6.2 |
| Example: Version | A saved snapshot you can compare with or restore | 6.4 |
| [Concept] | [Plain-language explanation] | [Task numbers] |
4.2 Document life cycle
A document moves through the states below. Only owners and editors can change the state.
4.3 Roles and what they can do
| Action | Viewer | Editor | Owner |
|---|---|---|---|
| View documents | Yes | Yes | Yes |
| Edit and comment | No | Yes | Yes |
| Share and change permissions | No | No | Yes |
| Delete | No | No | Yes |
5. Getting started
5.1 Before you begin
You need:
- [An account created by your administrator, or self sign-up at the URL]
- [A supported browser or device; see 7.4]
- [Any data or files you want to import]
5.2 Sign in for the first time
- Open
[https://app.example.com]in a supported browser. The sign-in page appears. - Enter your work email address and select Continue. A verification code is sent to your email.
- Enter the six-digit code and select Verify. The Welcome screen opens.
- Choose your language and time zone, then select Finish. Result: Your dashboard opens and shows the sample project.
5.3 Tour of the main screen
| Area | Location | Use it to |
|---|---|---|
| Example: Navigation bar | Left edge | Move between Dashboard, Projects and Settings |
| Example: Toolbar | Top of the editor | Format text, insert tables, share |
| [Area] | [Location] | [Purpose] |
6. Tasks
6.1 Create a project
Create a project to group the documents for one piece of work.
Before you start: You need the Editor or Owner role in the workspace.
- In the navigation bar, select Projects.
- Select New project. The New project dialog opens.
- In Name, type a name of up to 80 characters, for example
Q3 sales review. - Optional: in Template, choose a starting template.
- Select Create. Result: The project opens and appears in the Projects list.
Related: 6.2 Add a document, 4.3 Roles.
6.2 Add a document
- Open the project.
- Select New document and choose Blank or Import file.
- If you import, select a
.docx,.mdor.csvfile of up to 25 MB. A progress bar shows the import; large files take up to a minute. - Edit the title at the top of the page. Result: The document is saved automatically every few seconds. The status line shows Saved.
6.3 Share a document
Warning: A public link gives access to anyone who has it. Use Restricted for confidential content.
- Open the document and select Share.
- Enter the email addresses of the people to invite.
- Choose a role: Viewer or Editor.
- Select Send invitation. Result: Invited people receive an email and the document shows their initials in the Share panel.
6.4 Restore an earlier version
- Open the document and select More > Version history.
- Select a version from the list to preview it.
- Select Restore this version, then confirm. Result: The restored content becomes the current version. The version you replaced stays in the history.
6.5 [Task title starting with a verb]
[One sentence on why a user does this task.]
- [Action]
- [Action] Result: [What the user sees.]
7. Reference
7.1 Screens and UI elements
| Screen | Element | Type | Description |
|---|---|---|---|
| Example: Editor | Share | Button | Opens the Share panel (6.3) |
| Example: Editor | Status line | Text | Shows Saved, Saving or Offline |
| [Screen] | [Element] | [Button / Field / Menu] | [What it does] |
7.2 Settings
| Setting | Location | Values | Default | Effect |
|---|---|---|---|---|
| Example: Theme | Settings > Appearance | Light, Dark, System | System | Colour scheme of the interface |
| Example: Autosave interval | Settings > Editor | 2 to 60 seconds | 5 seconds | How often changes are saved |
| [Setting] | [Path] | [Allowed values] | [Default] | [Effect] |
7.3 Keyboard shortcuts
| Action | Windows / Linux | macOS |
|---|---|---|
| Save now | Ctrl+S | Cmd+S |
| Bold | Ctrl+B | Cmd+B |
| Find | Ctrl+F | Cmd+F |
| Open command palette | Ctrl+Shift+P | Cmd+Shift+P |
| [Action] | [Keys] | [Keys] |
7.4 System requirements and limits
| Item | Requirement or limit |
|---|---|
| Browsers | [Current and previous major version of Chrome, Edge, Firefox, Safari] |
| Maximum file size for import | [25 MB] |
| Maximum documents per project | [5,000] |
| [Item] | [Value] |
8. Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| Example: Status line shows Offline | Network connection lost | Check your connection; changes are kept locally and sync when you reconnect |
| Example: Import stops at 99% | File exceeds 25 MB or uses an unsupported format | Split the file or save it as .docx and try again |
| Example: Invited user did not receive email | Message filtered as spam | Ask them to check spam, or copy the link from Share > Copy link |
| [Symptom] | [Cause] | [Action] |
9. Error messages
| Code | Message as displayed | Meaning | What to do |
|---|---|---|---|
| E-1001 | Example: "Session expired. Sign in again." | You were inactive for more than 12 hours | Sign in again; unsaved changes are restored |
| E-2004 | Example: "You do not have permission to edit this document." | Your role is Viewer | Ask the owner for the Editor role |
| E-4012 | Example: "File type not supported." | Import accepts .docx, .md, .csv only | Convert the file and import again |
| [E-nnnn] | [Exact text] | [Meaning] | [Action] |
10. Accessibility
[Product name] is designed to meet [WCAG 2.2 level AA]. Conformance was last evaluated on YYYY-MM-DD; see the [accessibility statement link].
| Feature | How to use it |
|---|---|
| Keyboard navigation | Every function is reachable with Tab, Shift+Tab, Enter and arrow keys |
| Screen reader support | Tested with [NVDA 2024.x on Windows, VoiceOver on macOS] |
| Text resizing | Zoom to 200% without loss of content |
| Reduced motion | Follows the operating system setting |
| High contrast | Settings > Appearance > High contrast |
Known limitations: [for example "charts in the analytics view have no text alternative yet; use Export > CSV for the data"]. To request this manual in another format, contact [[email protected]].
11. Glossary and index
11.1 Glossary
| Term | Definition |
|---|---|
| Example: Workspace | The top-level container for a team's projects and members |
| Example: Owner | The role that can share, change permissions and delete |
| [Term] | [Definition] |
11.2 Index guidance
Build the index from task headings (verbs) and glossary terms (nouns). Include the words users actually search for, such as synonyms from support tickets ("delete" and "remove"), and point each entry to one section number. For web help, the search box replaces the printed index but still needs the synonym list.
| Index entry | See section |
|---|---|
| Example: Export, PDF | 6.5 |
| Example: Permissions, see Roles | 4.3 |
| [Entry] | [Section] |
12. Getting help
| Channel | Use it for | Response time |
|---|---|---|
| In-app help (? icon) | Searching this manual | Immediate |
| [[email protected]] | Problems not solved by section 8 | [1 business day] |
| [Community forum URL] | Questions and tips from other users | [Community] |
When you contact support, include your product version (Help > About), the error code, the time it happened and the steps that led to it.
Standard and licence note
Structure aligned with ISO/IEC/IEEE 26514:2022, Systems and software engineering: Design and development of information for users, for the content and organisation of user documentation (identification, conventions, notices, concepts, procedures, reference, troubleshooting and navigation aids). This template is original text written for this collection and reproduces no text from the standard; obtain the standard from ISO, IEC or IEEE for its normative requirements. Template licence: MIT.
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