Find Answers Instantly in Waybook
Waybook’s powerful search functionality helps your team quickly locate the exact knowledge, processes, or steps they need. Whether you're looking for documented information, rough notes, or AI-generated insights, Waybook's search ensures everything is easily accessible.
How to Use Waybook Search
The search bar, located in the top navigation menu, allows you to find content across your Waybook. Simply type a keyword, and relevant results will appear.
Powerful AI Assistance
If your query resembles a question, Waybook Ask will generate a response based on your existing documentation.
Your Search is divided into three main tabs:
Documents
Use this tab to search for documented knowledge within Waybook. This includes published documents, steps, and categories.
Keyword Matching – Results include document titles, descriptions, step names, and step content.
Breadcrumb Navigation – Displays the path of each result, showing where the step is located within categories.
Draft & Archived Filters – Toggle search filters to include draft or archived content.
Context
The Context tab allows you to find information that hasn’t yet been turned into formal knowledge. This includes rough notes, PDFs, and other documents uploaded for reference.
Search Unstructured Content – Look through notes, uploads, and in-progress documentation.
Convert Knowledge – Identify useful information that can be formalized into structured Waybook content.
Help Center
The Help Center tab lets you search Waybook’s support articles for guidance on using the platform effectively.
Find Support Articles – Search for step-by-step guides, best practices, and troubleshooting tips.
Self-Serve Assistance – Get instant access to help without needing to contact support.
Optimizing Your Waybook with Search Insights
Search Insights provide valuable data on what your team is searching for most often, helping you:
Identify gaps in your documentation.
Improve training and onboarding materials.
Ensure high-demand knowledge is easily accessible and up-to-date.
Additional Search Features
Keyboard Shortcuts – Use
CMD + Fon Mac orCTRL + Fon Windows, or simply press/to quickly open the search bar.Exclude Documents from Search – Prevent certain documents from appearing in search results by adjusting settings in the document settings panel.
Troubleshooting Search Issues
If you can’t find specific information:
Ensure the document or step is published and not restricted by permissions.
Use filters to include drafts or archived content.
If issues persist, reach out to your team admin or contact Waybook support.
By leveraging Waybook’s advanced search features, your team can efficiently find the information they need, improving productivity and knowledge sharing.