We have some exciting new releases and a sneak peek at what's coming up before the end of the year in this month's product update.
Here's a look at what we've released this month:
Mark Documents as Complete for Accurate Records
Keep your completion records accurate by marking documents as complete on behalf of your team. This powerful feature is perfect for recording training that happened outside Waybook - whether it's existing team members who were trained before you started using the platform or in-person sessions you've conducted.
Admins and Managers can now maintain accurate knowledge records by setting team members' progress to 100% completion, ensuring your reports reflect your team's real knowledge regardless of where that learning happened. This gives you complete control over your records while maintaining meaningful compliance tracking across your organization.
Learn more about managing your team's progress here in the help center.
Justified Text Formatting for Professional Documents
Create even more polished, professional documentation with justified text formatting. This subtle but powerful addition gives you complete control over how your content appears, perfect for formal policies, compliance documents, or any content where presentation matters.
Whether you're creating professional reports, detailed procedures, or comprehensive guides, justified formatting ensures your documents look refined and well-structured, enhancing readability and reinforcing the professionalism of your knowledge base.
Streamlined Editor Sidebar
Navigate your workspace with ease using our redesigned editor sidebar. We've organized everything into three clear sections that make managing your content intuitive and efficient:
Create - Access all document creation options in one place, from AI-assisted generation to imports and templates.
Manage - Handle documents, test submissions, and context files with improved organization and control.
Trash - Restore documents deleted in error and keep track of content leaving your Waybook, giving you peace of mind and complete oversight.
This streamlined organization means you spend less time searching for features and more time creating the knowledge base your team needs to succeed.
Identify Knowledge Gaps with Ideas
Building a comprehensive knowledge base means knowing what's missing. Our new Ideas tool helps you discover and fill knowledge gaps by analyzing your business needs and suggesting complete content structures. Write, dictate, or generate AI examples to uncover what documentation your team needs, or browse industry-focused template structures created by Waybook's process experts.
Ideas transforms content planning from guesswork into strategic decisions, ensuring your Waybook evolves with comprehensive coverage of what your team actually needs to succeed.
Reimagined Document Creation Experience
We've completely transformed how you create content in Waybook with a powerful new creation flow that makes building documentation faster and more flexible than ever. Choose the path that works best for you:
Assistant - Let AI support your document creation. Select whether you're building a Procedure/SOP, Policy, or Resource, then describe your team's exact needs or customize AI-generated examples.
Add context files - transcripts, notes, PDFs, or other raw information from your organization - to enrich the AI's understanding, or simply dictate your requirements to make explaining your thinking effortless.
Waybook generates clear, engaging documents with varied content types that you can then customize for your team.
Learn more about how to use Context in Waybook here in the help center.
Basic - Start with a clean slate by adding blank documents, subjects, and categories to build your structure from scratch.
Import - Bring existing documentation from Word documents, PDFs, Markdown files, and more into Waybook, preserving your valuable existing content while organizing it within your knowledge base.
Shots - Capture processes visually as you work through them using our browser extension, automatically creating step-by-step screenshot documentation that's easier to follow than text-only instructions.
Templates - Get a head start with professionally designed templates created by Waybook's process experts. These ready-to-customize frameworks help you build comprehensive documentation faster while following best practices.
This reimagined experience puts powerful creation tools at your fingertips, whether you're building from scratch, leveraging AI, or bringing existing content into Waybook.
Stay updated on what the product team is working on by checking out our public roadmap and keep your feature requests coming—we love to hear them!
You can also join us on the second Wednesday of every month for our monthly Product Update Webinar, where we'll dive deeper into the features recently launched and share best practice tips 😊

