Guides

Task-based workflows that walk you through complete jobs in WSi — from first setup to producing a finished quote.

Available guides

Guide	What it covers
Import to Quote	Import a STEP file, review costs, and generate a quotation document
Initial Setup	Activate your licence, choose a database, and configure WSi for first use
Expanded Workflow	Full walkthrough of all process types — automatic and manual — using a 3D assembly
Troubleshooting	Common problems and how to fix them — window layout, license issues, import errors

When to use a guide vs. a reference page

Guides are task-oriented — they show you what to do and in what order.

Reference pages (under Settings, Panels, Processes, etc.) are concept-oriented — they explain what a specific dialog, panel, or process does in detail.

Use a guide when you want to learn a workflow end-to-end. Use a reference page when you need to look up a specific setting or option.