Quickstart
Go from sign-up to exported report in seven steps. Create a client, add findings, build a report, and export a professional deliverable.
This guide walks you through the complete workflow — from creating your account to exporting a finished report. You can complete it in under five minutes.
Sign up at vulnsy.com
Go to vulnsy.com and create your account. You will be prompted to set up your organization during onboarding. This organization is your workspace — all clients, projects, and reports live here.
Create your first client
Navigate to Clients in the sidebar and click New Client. Enter the company name and any relevant contact details. The client record is the top-level container for all engagements with that company.
Create a project under that client
Open your new client and click New Project. Fill in:
- Project name — e.g., "Q1 2026 Web Application Assessment"
- Project type — select the engagement type (web app, infrastructure, mobile, cloud, API, or IoT)
- Start and end dates — the engagement window
This project is where you will track findings and build your report.
Add findings
Open the project and navigate to the Findings section. You have two options:
- From the finding library — search your reusable finding library and import existing vulnerability descriptions. Customize the evidence and details for this specific engagement.
- Create custom — write a finding from scratch with severity, description, impact, remediation, and evidence.
Add as many findings as your assessment requires.
Even on your first engagement, it is worth writing findings with reuse in mind. Well-written findings in your library will save hours on future projects.
Create a report and assign findings
Go to the Reports section within your project and click New Report. Set up your report structure:
- Add one or more tabs — each tab represents a section of your report (e.g., "Web Application", "Infrastructure"). Give each tab an export tag prefix (e.g.,
web,infra). - Assign findings to each tab — select which findings belong in which section.
- Write narrative sections — add executive summary, scope, methodology, and any other written content to each tab.
Upload a DOCX template (or use a default)
Navigate to your report's export settings. You can either:
- Use a default template — Vulnsy includes built-in templates that work immediately.
- Upload a custom template — upload your own branded
.docxfile with placeholder tags that map to your report data.
If you are just getting started, use the default template first. You can switch to a custom template at any time. See the Template Tag Reference for details on building your own.
Export your report
Click Export on your report. Vulnsy merges your findings, narrative content, and metadata into the selected template and generates a polished .docx file ready for client delivery.
Review the output document. If anything needs adjustment, update the report content or template and re-export — there is no limit on exports.
What's Next
Now that you have the basic workflow down, explore the platform further:
- Managing Clients — organize contacts and engagement history.
- Working with Findings — build your reusable finding library.
- Report Building — multi-tab reports, narrative sections, and advanced export options.
- Creating Templates — build custom DOCX templates with your own branding.