When you assign a document to a team member, it will automatically appear in the Assigned section of their dashboard, which they can access by clicking the link in the left-hand navigation bar, highlighted below.

Once on their Assigned page, they will see an overview of all of the documents they have been assigned to and can also check their progress on each at a glance.

This page of your company's Waybook dashboard serves as a to-do list, highlighting the subjects and steps they need to read and mark as complete. Your members will also be informed on their Home screen if they have incomplete documents as highlighted below.

If any of your team members aren't seeing documents they should be assigned to, check this article for common errors and feel free to reach out to our support team if you have any other questions - we're here to help 😊


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