Think of your assigned documents page as your 'to-do' list within your company's Waybook - these are the documents essential to your role and so it's important you have read and understood them.

You can easily navigate to your assigned documents, to check what's incomplete and even save key documents for faster access, from the menu on the left-hand side.

Documents you've already worked on will appear as 'In Progress' at the top of your assigned documents list. The documents you have yet to start will appear next in the list and your 'Completed' documents will filter down to the bottom of this page.

The arrow in the image above highlights the progress bar, where you can get a quick overview of how much of a document you have left to work through. You can also get a glimpse of how many steps each document contains to the left of your progress bar.

We understand there may be documents that you'll still want to access even after they're marked as complete. To save the documents you'd like to have quick access to simply press the bookmark icon to the right of your progress bar - these documents will be available on your Bookmarks page.

If you have any further questions about your Assigned view or are having difficulty finding a document, feel free to reach out to our support team for help 🙂


What's next?

  • Looking for more Waybook Essentials? Check out the Understanding Waybook collection in our help centre for all the basics.

  • Not sure what the difference between subject, documents and steps is? Here's everything you need to know in the help centre.

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