Creating well-structured, engaging documents in Waybook ensures your team can easily access and apply the right information. Here’s how to build effective documents:

Limit each step to the length of a single sheet of paper to enhance readability and reduce cognitive overload.

Use headers, brand colors, images, and videos to engage different learning styles. We recommend using at least two node types in each step, such as:

Learn more about editing your content here in the help center.

Integrate external and internal Waybook links to create a cohesive knowledge base and make your content more accessible.

Find out how to use Waybook links in this article.

Designate an owner for each document to ensure accuracy and relevance over time, fostering accountability.

Check out this article for more information about Document Owners.

Ensure document and step titles are brief but descriptive to help your team find what they need quickly.

For documents over 20 steps, split them into smaller, more manageable sections using the Move feature.

By following these best practices, you'll create documents that are not only effective but also adaptable to your business’s evolving needs. If you have any questions or would like help optimizing your content in Waybook, let us know - we're happy to help!