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Import Existing Documentation
Import Existing Documentation

Quickly upload and organize your existing documents in Waybook—saving time and making building your business playbook simple and seamless.

Sophia Terry avatar
Written by Sophia Terry
Updated this week

Easily bring your existing documentation into Waybook with our Word Document and PDF Importer. Save time by seamlessly uploading your existing content, making building your business playbook effortless.


How to Use the Word Document Importer

To build your Waybook using existing documents, follow these steps:

  1. From the New Step menu or the editor's sidebar, select Import.

    1. If using Import from the sidebar, select the Subject where the imported Word document should be stored.

  2. Choose a file from one of the available sources or simply drag and drop your document into the uploader.

  3. Once uploaded, edit the document directly in Waybook.


How to Use the PDF Importer

Easily build your Waybook using existing PDF documents by following these steps:

  1. From the New Step menu or the editor's sidebar, select Import.

    1. If importing via the sidebar, choose the Subject where you’d like the PDF to be added.

  2. Upload your PDF by selecting a file from the available sources or simply drag and drop it into the uploader.

  3. Once uploaded, your PDF will be automatically converted into an editable format so you can make updates directly within Waybook.

Divide your document into smaller, digestible steps.

Simply hover over the point you want to split from, click the six dots, and select Split Step to create clear, bite-sized content.

When you're happy with the document, publish it for your team to see

If you'd like support building a custom implementation plan for your team in Waybook, schedule a call with the customer success team here.

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