What is Internal Documentation: Create it Automatically

What is Internal Documentation: Create it Automatically


Nowadays, it is crucial for operations to document processes. This is due to the fact that it ensures that everyone within the organization is on the same page, and that workflows and procedures are consistent and efficient. In particular, internal documentation is a vital tool for knowledge management and sharing within a company, and it can be used in multiple fields such as training, compliance, and organizational management. Nevertheless, creating internal documentation can be time-consuming and tedious, especially when done manually. Fortunately, there are ways to create internal documentation automatically, saving time and improving accuracy. The focus of this article is on internal documentation, including its definition, importance, and the key elements it should contain.

What is Internal Documentation?

Internal documentation refers to any written or digital material that is created for exclusive use in an enterprise. This includes policies and procedures, standard operating procedures, knowledge base, training materials, workflows, reports and analytics, project documentation, organizational structure, and code documentation. Internal documentation can be created for various purposes, including knowledge management, customer support, financial administration, employee onboardings and communication.

Types of Internal Documentation

In-house documentation includes a wide range of materials such as memos, manuals, procedures, reports, guidelines that help employees understand their job responsibilities, workflows, and business processes.

There are several types of internal documentation that businesses can create to improve their operations.

1. Process documentation

These documents outline the steps involved in completing a specific process or task. They can facilitate efficient completion of tasks by providing clear guidance on the correct procedures.

2. HR Documentation

These files are related to the management of human resources, including policies, procedures, and forms related to hiring, performance reviews, onboardings and employee benefits.

3. Quality Documentation

Quality manuals, procedures, and work instructions are used to define the required quality standards for a product or service, helping to ensure that these standards are consistently met.

4. Compliance Documentation

Policies, procedures, and reports associated with compliance are critical for ensuring that an organization is meeting its legal, regulatory, and industry obligations.

5. Financial Documentation

Company financials are registered through policies, procedures, and reports that outline the management of finances. This financial documentation may include expense reports, budgets, and financial statements.

6. Marketing Documentation

The documentation pertinent to marketing highlights the approaches used by an organization to promote its products or services. This may include marketing plans, market research reports, and branding guidelines.

7. IT Documentation

The technology systems and infrastructure employed by the organization are described in these materials, which may contain network diagrams, hardware and software inventories, and security policies.

8. Customer Service Documentation

The processes for handling customer complaints, managing inquiries, and providing support are emphasized in the documented procedures and policies related to customer service.

9. Supply Chain Documentation

The documented procedures and policies that govern the administration of the supply chain cover aspects such as vendor contracts, purchase orders, and inventory management.

internal documentation

Why is it Important? And what are the benefits that we can obtain from it?

Company documentation is essential for several reasons. In the first place, it promotes uniformity and streamlines operations. When everyone in the firm has access to the same documentation, they can follow the same procedures, reducing the probability of errors and improving efficiency.

In the other respect, internal documentation facilitates compliance. In other words, it creates a transparent record of policies and guidelines, which can be utilized to show conformity with legal requirements. This is specially important in areas such as healthcare and finance, where compliance requirements are stringent.

In addition to this, it supports organizational management because it provides a clear understanding of roles, responsibilities, and processes. Thus, internal records improve communication, decision-making, and strategic planning.

Finally, it contributes to knowledge management. It provides a repository of information that can be used to train new employees, support ongoing learning, and ensure that critical knowledge is not lost when employees leave the organization.

What Should Internal Documentation Contain?

This corporate reporting can take many forms, depending on the needs of the organization. However, there are several types of documentation that are common across many organizations:

1. Policies and Procedures

These documents outline the rules and regulations that employees must follow. They provide guidance on how to handle various situations, such as workplace safety, data privacy, and ethical issues.

2. Standard Operating Procedures

These archives provide step-by-step instructions on how to execute specific tasks. They help to guarantee that processes are consistent and efficient. If you want to know more about Types of SOP or Training Sops you can read our articles How to write standard operating procedure and SOP in Business.

3. Knowledge Base

This is a repository of information that employees can use to answer questions and solve problems. It can include FAQs, troubleshooting guides, and other resources.

4. Training Manuals

These reports provide information on how to perform job duties, use software and hardware, and follow policies and procedures. Training manuals can include manuals, how to guides (you can read how to create how to guides), videos, and online courses.

5. Workflows

These recorded processes show a visual representation of how tasks move through the organization. Furthermore, they can reveal inefficiencies and pinpoint areas that require improvement.

6. Reports and Analytics

These files stipulate the information on how the organization is performing. They can be used to track progress, identify trends, and make data-driven decisions.

7. Project Documentation

These documents deliver data of specific projects, such as timelines, budgets, and deliverables. They assist in achieving on-time and budget-compliant project delivery.

8. Organizational Structure

This resource provides an overview of the organizational structure, outlining the roles and responsibilities of each position. It serves to assure that every member of the organization understands their role and how it contributes to the company's objectives

9. Code Documentation

This summary of software code writing and maintenance procedures stresses the importance of documentation and easy modification or updating to ensure efficient, effective software.

Creating Internal Documentation Automatically

Creating internal documentation manually can be time-consuming and error-prone. Nonetheless, there are tools available that can help to automate the process of creating internal documentation such as the following ones.

1. Use documentation tools

There are many documentation platforms available that allow you to create, store, and share documentation, such as Google Docs. This platform provides templates and formatting options that can make it easy to create and organize internal documentation.

Besides, there is a very useful software solution named Uphint that is able to turn any process that you perform on your computer into a step by step guide template. Thus, anything you click on or even write will be transformed into a specific tutorial that will ameliorate the internal and even external communication of your company.

On top of that, using Uphint is extremely simple and easy. You just need to download the chrome extension app through the Google Store. Once you have done it and added it to your browser, you have to click on it and let the magic start.

You will be able to do any process while the software automatically tracks your actions and generates the tutorial as you go along. After the procedure is successfully documented, you can edit and refine the guide as you need, including in any additional information or even deleting and blurring confidential details. Check Best Software Documentation Tools.

In conclusion, thanks to digital tools like Uphint, businesses will save a significant amount of time and effort, while also ensuring that documentation is accurate and up-to-date.

2. Use automation tool

There are many automation tools available that can help to automate the process of creating internal documentation. For example, Zapier allows you to automate repetitive tasks, such as sending email notifications when new documentation is created.

3. Use Chatbots

Chatbots can be used to create interactive training materials and knowledge base articles. They can help employees find the information they need quickly and easily.


As explained, internal documentation is crucial for any part of organizational operations. Thanks to this, consistency, compliance, organizational management,project management stages and knowledge management. Naturally, creating internal documentation manually can be a daunting task. Fortunately, as previously mentioned, there are ways to automate this process. By utilizing documentation platforms, automation tools, chatbots document generator softwares such as Uphint, you can simplify the procedure of creating internal documentation and enhance accuracy. With the right tools and strategies in place, you can productively create internal documentation that supports your organization's goals and objectives.

Below you will find user documentation examples and document review process steps that may be of interest to you.

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