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What is the difference between a subject, document, and step in Waybook?
What is the difference between a subject, document, and step in Waybook?

Subjects provide structure to your Waybook and documents are a collection of steps, the content for your process or knowledge

Mike Bandar avatar
Written by Mike Bandar
Updated over 5 months ago

Your Waybook is organized into Subjects, Documents, and Steps.

As your Waybook evolves, you may want to break out specific activities into their own Subjects and organize these into Categories. You can learn more about categorizing your content here in the help center.

Think of Subjects as teams and areas of operation within your business. Each Subject contains multiple Documents. These are the actual activities carried out by the different teams and people in your business.

Image shows where to find the subject, document, and steps

Steps are a breakdown of each activity in the sequence of what needs to be done and how. When you create a Step you have a full-text editor with rich formatting capabilities and the option to embed photos and bullets.

Steps are the content of your Waybook and Documents and Subjects provide the structure in which to organize your content.

If you have any specific questions about Subjects, Documents, or Steps, feel free to get in touch with the support team via email or live chat - we're here to help 😊

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