Whether you're looking to quickly make changes to all documents within a subject, change who can access them or simply focus on viewing documents within a particular subject, your Documents view is the place to go.

Simply select the subject you want to view in the left-hand menu and you'll see the page highlighted below:

From this view, you can easily set live any unpublished changes and notify members of updates to documents.

You are also able to move published documents back to drafts and remove them from your team members read view - once published again, the documents will reappear for them.

As highlighted in the screenshot above, you can also get a glimpse of how many members have access to each document. This can be particularly helpful when it comes to sense-checking and making sure everyone that should have access is assigned to the document.

You can toggle between edit and read modes using the switch in the top right-hand corner of your dashboard. This will change your view and you can find out more about the Documents view in reading mode here.

To the right of the Edit switch, you can move between your Access and Reports views:

From the Access view, you can update your assignment settings and change member permissions for the subject, as well as adding other member groups to this subject.

From the Reports view, you can get an overview of how many times your team members have viewed the subject, when they last viewed the subject, how many documents within the subject they have completed, and their overall progress.

This view is crucial for ensuring your team have engaged with and understood the documents essential to their role within your organisation.


Reading Documents

Similarly to your Assigned documents view, here you can get a quick overview of how many steps each document contains as well as your progress within a specific document.

You can also save the documents you refer to most often, using the bookmark icon, to create your own library of essential processes and information. All of your bookmarked documents will be available on your Bookmarks view.

If you aren't seeing a document you know you should have access to, reach out to your team's admin to make sure it has been published or assigned to you.


What's next?

  • Nailed bookmarks and looking for your 'to-do' list? Head over to this article for everything you need to know about Assigned documents on Waybook.

  • Check out this collection of articles covering all of the essentials of Waybook and let the team know if you have any questions - we're here to help 🙂

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