Waybooks are organised into Subjects, Documents and Steps.

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.

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 organise 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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