Having a clear structure is key to great business documentation and creating SOPs that your team will engage with and remember.

Whether you're extracting large blocks of text from existing documents or outlining your business processes for the first time, laying out the structure first can help to focus your thinking and make creating content in your Waybook a breeze.

In this article, we'll outline our best practice suggestions for structuring your Categories, Subjects, and Documents before you start adding to your Steps.

We've worked to make it easy for you to lay down the structure by allowing you to do so from the left-hand menu. However, we will also explore how you can do this from your edit view.

To get started hit the Add New button, highlighted below, and select a new Subject:

Now, name your Subject and set an icon so it's easily identified in your growing list of content. Next, you'll see the option to create a Document within your Subject view.

By selecting Subject in the left-hand menu, you can return to this view. However, our focus is on quickly establishing the structure of your Subject from within the left menu.

Find the Subject you're working on in your left menu and click the + icon to add a new Document. Then, give your Document a title. Continue this process until you're happy with the structure of this Subject. You can also add a description for this Subject.

Now that you have organized the Documents constituting your Subject, you can begin adding Step titles for your team to fill in the content.

To lay out the structure of each of your Documents, choose one of the Documents you've just created. It's best to start from the beginning, especially if this is your first time outlining this process or set of processes.

We will automatically generate an untitled step within your Document. You can then rename this Step as your first one. After that, you can create more Steps by clicking on the highlighted link below.

Make sure to add a title to each Step to make it easier for your team to start adding content later. Repeat this process for each Document within your Subject until you're satisfied with the overall structure and are ready to invite collaborators to join in.

Once you've finished adding Steps to your Documents, you have successfully outlined the structure of a Subject - well done! 🙌

Armed with a robust structure for your Categories, Subjects, and Documents, importing content from existing documents and collaborating on creating new SOPs will be effortless.

However, If you do need any further advice or support from the team, don't forget you can schedule a free product coaching call 🙂