A simple but very effective form for documentation purposes in regards to joining the SCV is avaialbe here, SCV Lineage Chart. It is completable on your computer and includes directions for it use printed upon it.
Once you have found a Confederate ancestor(s) and have an idea of the unit/regiment in which they served, you will want copies of muster rolls, pension records, etc. If you have family that seemed to have stayed in one particular area, try the library or archives for that County or State.
Share your family tree once you have found your connection to your Confederate ancestor. Take a copy to the area's library and ask that it be filed for other researchers. This preserves your hard work for future generations.