Templates help you create Documents faster while maintaining consistency across your organization. Waybook offers two types of templates: pre-built templates from our Template Library, and Internal Templates you create for your own team.
Accessing Templates
There are two ways to access templates in Waybook:
When creating a Document: Whenever you create a blank Document, Waybook gives you the option to choose a template as a starting point.
From within Create:
Click Create in your left-hand edit menu
Select Templates at the bottom of the creation options
Browse both Waybook Template Library and your Internal Templates
Waybook Template Library
The Template Library contains expert-created templates built by our process experts and Waybook insiders. These templates provide proven structures for common business processes, saving you from starting from scratch.
To use a Waybook template:
Access templates through Create > Templates
Browse categories to find relevant templates
Click Use This Template in the top right corner
Customize the template with your business information and specific details
Templates are organized by category, making it easy to find what you need, whether you're creating SOPs, policies, training materials, or other business Documents.
💡 Have a process others could benefit from? Reach out to our success team to discuss sharing your templates with the Waybook community.
Internal Templates: Your Custom Starting Points
Internal Templates are reusable Document structures you create for your own team. They act as blueprints that help your team produce content quickly while keeping everything consistent and on-brand.
Why use Internal Templates:
Save time - Avoid starting from scratch every time you create similar Documents
Delegate confidently - Empower your team to draft content within pre-approved structures
Maintain consistency - Ensure every Document aligns with your brand style and standards
Creating an Internal Template
Draft or find a Document with the structure you want to standardize
Click Settings at the top right of the Document editor
Select Templates & Sharing
Scroll to Template Library and click Convert
Choose whether to maintain the existing Document (optional)
Select the Subject where your template should be stored
Review and publish your template
💡 Pro tip: Create a Subject called "Internal Templates" to keep all your templates organized in one place.
Using Your Internal Templates
Once created, your Internal Templates appear alongside Waybook templates when you:
Create a new Document and choose a template
Access Create > Templates and select from your Internal Templates
Your team can then create high-quality Documents quickly without worrying about formatting or structure, focusing instead on the content that matters.
When to Use Each Type
Waybook Template Library:
Starting a new type of Document you haven't created before
Looking for industry best practices and proven structures
Building your initial Waybook structure
Internal Templates:
Creating Documents you make frequently (weekly reports, meeting agendas, specific SOPs)
Maintaining your organization's specific formatting and style
Delegating content creation to team members while ensuring consistency
Need help with templates or want to discuss creating custom templates for your team? Our support team is here to help!