Free template
Free, ready-to-use software installation SOP template for installing and configuring software on end-user devices. Copy, customize, or create it in Folge with screenshots.
A Software Installation Standard Operating Procedure (SOP) is a documented process that IT support teams follow to install, configure, and verify software on end-user devices in a consistent, secure, and repeatable way.
This template helps your team standardize software installation across workstations, reduce configuration errors, and create clear documentation for audits and training. Use it with Folge to capture each step with screenshots from your actual environment.
Install approved software on user machines with consistent steps and verification
Part of IT onboarding: install standard software stack on new hire workstations
Deploy new or updated applications to a group of users with the same procedure
Document how software is installed for security and software asset management
Purpose: To install and configure approved software on end-user devices in a consistent, secure manner
Scope: IT support staff performing software installation on workstations and laptops
Time Required: 15–45 minutes per installation (varies by software)
Tools Needed: Installer package or deployment tool, admin credentials, asset/ticket system
Action:
Expected Outcome: Request validated, prerequisites confirmed, and installation window agreed
Action:
Expected Outcome: System is in a safe state for installation and can be restored if needed
Action:
Expected Outcome: Software installed with the correct configuration and no errors during setup
Action:
Expected Outcome: Software is configured to organizational standards and ready for use
Action:
Expected Outcome: Software is verified as working and correctly licensed
Action:
Expected Outcome: Request closed with full documentation and user informed
Only install software that is approved and licensed. Maintain a central list and block unapproved installs via policy where possible.
Document default install path, components, and options so every technician installs the same way. Reduces support variance and rework.
Use Folge to record the actual installation flow with screenshots. Annotate each step so new staff and self-service users can follow visually.
For new or updated software, test the full procedure in a non-production environment and update the SOP before rolling out widely.
Always note the installer version and source (e.g., vendor portal, internal share). Makes troubleshooting and audits much easier.
When the vendor releases a new major version, re-run the procedure, update screenshots and steps, and re-publish the SOP.
Stop copying and pasting templates. Create interactive, screenshot-based SOPs that your team will actually use.
Start with prerequisites (approved software, licensing, system requirements), then document each step from obtaining the installer through running it, applying config, verifying the install, and closing the request. Include screenshots of each screen for clarity—tools like Folge can capture these automatically as you perform the install.
Include: verification of the request and approval, system prep (backup/restore point if needed), running the installer with standard options, post-install configuration, verification that the software works, and documentation (ticket update, asset record, user notification). Always specify version and source of the installer.
Use Folge to automatically capture your screen as you perform the software installation. Folge takes screenshots at each step, which you can then annotate with arrows, highlights, and instructions. Export the finished guide to PDF, Word, HTML, or your knowledge base so your team has a visual, step-by-step reference.
Use silent or scripted installs where possible for consistency and scale (e.g., deployment tools, GPO, MDM). Document both the silent command and the equivalent GUI steps so support can troubleshoot. For one-off or complex installs, a guided (wizard) SOP with screenshots is still valuable for training and manual runs.
Folge is a desktop application. Download and use it for free forever or upgrade for lifetime features and support.
The Gold Standard Of Guide Creation
