StepReel › Templates
Free ERP, SOP, UAT and requirements templates
Use them as they are, or record your own process once and StepReel fills the template with your real screens, fields and values.
Oracle Fusion AP Invoice Test Script TemplateTest cases · A ready test script for creating and validating supplier invoices in Oracle Fusion Payables — with the negativ…UAT Sign-off Template for ERP ProjectsUAT sign-off pack (ERP) · Scope, entry and exit criteria, test environment, business scenarios, defect summary and a sign-off table for …Oracle Fusion GL Configuration Document (BR100) TemplateConfiguration document (ERP setup) · A BR100-style configuration document for an Oracle Fusion General Ledger primary ledger: chart of accounts, ac…Business Requirements Document (BRD) TemplateRequirements from a meeting (BRD) · Turn a requirements workshop recording into a BRD: every requirement with an ID, type, priority, who raised it…KT Handover Checklist Template (Oracle, SAP, Salesforce)Quick reference / job aid · A knowledge-transfer checklist so a handover is complete before the outgoing consultant leaves: access, system…Meeting Minutes and Action Items TemplateMeeting minutes & action items · Clean minutes from any meeting recording: details, agenda, discussion summary, decisions, action items with ow…SOP Template with ScreenshotsStep-by-step guide · A real example: a 30-second screen recording of creating and validating a supplier invoice, turned into a step…Salesforce Lead Conversion User Guide TemplateStep-by-step guide · A step-by-step user guide for converting a lead to an account, contact and opportunity in Salesforce Lightning…
Record once. Document forever.
2 free recordings, no card needed.