At Waybook, we know that consistency and speed are key to scaling your knowledge base. With our Internal Templates feature, you can:
Save time: Avoid starting from scratch each time you create a document.
Delegate with confidence: Empower your team to draft content within pre-approved structures.
Maintain consistency: Ensure every document aligns with your brand style and standards.
What Are Internal Templates?
Internal Templates are reusable document structures you can create within Waybook. They act as a blueprint, helping your team produce content quickly while keeping everything consistent and on-brand.
Think of templates as ready-made starting points for common document types like policies, procedures, or training guides.
How to Quickly Create an Internal Template
Follow these simple steps to create an Internal Template in just a few minutes:
Draft your document: Create or find the document with the structure and content you want to standardize.
Open document settings: Click the Settings button at the top right of the document editor.
Convert to template: Select Templates & Sharing, scroll to Template Library, and click Convert.
Optional – Toggle settings:
If you don’t need to keep the original document, switch off Maintain Existing Document.
Choose the Subject: Select the Subject where you want the template to be stored.
Review and finalize: Your new template will open for final edits. The document’s name will become the template name unless you change it.
Publish the template: Once ready, your template will be available for future use.
💡Try creating a subject called Internal Templates for all your templates to live in moving forward
Using Your Template to Save Time
Whenever you need to create a new document:
Click Templates from the left panel on your dashboard.
Choose your template to instantly start a new document with the pre-set structure.
This allows your team to create high-quality content quickly, without needing to worry about formatting or structure, enabling your team to focus on what matters most—growing and sharing your company knowledge.
If you need any assistance with templates or other Waybook features, our support team is always happy to help. Reach out anytime!