Waybook Search

You can search for keywords in your Waybook documents using the search box in the top navigation menu

Mike Bandar avatar
Written by Mike Bandar
Updated over a week ago

Your company's Waybook has a powerful search function, allowing you to search for keywords within documents and steps for easier access.

If you're looking for a particular process but can't remember which document it falls under, you can use the search bar at the top of your Waybook to find any keywords within the document you're looking for.

This feature is visible to both admin and regular members, so it's easier for everyone to find the documents and SOPs important to their own role.

There are several different kinds of search that you can do to ensure that you find the document you are after. If you want a general search type it in. For a more focused search put the word in quotes ensuring that we are only search for that exact word. If you want to search for something that does not include another word simply add a minus (-) sign in front of the word you wish to exclude. If you want to find a document with two words then including then both in the search.

We'll use the keywords you enter to check subject and document names, document descriptions, step names, and even step content. Your search results should look something like this:

If you have any difficulty finding what you're looking for, we recommend reaching out to your team's admin to check if the document or step has been published.

If all changes have been published, they can always reach out to the support team for more advice πŸ™‚


What's next?

  • If you're not seeing a document in your Waybook, check this article for the most common reasons and advice on how to resolve any issues.

  • For more advice on finding your way around Waybook, check out our Navigating your Waybook collection of help articles.

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