Keep your Waybook content accurate and up-to-date by requesting reviews from team members with editing permissions. The Request Review feature enables seamless collaboration, ensuring all updates go through proper oversight before going live.
How Request Review Works
Any team member with edit access can request a review when making changes to documents or adding new content. Here's the process:
Make your changes to a document or create new content
Click Request Review instead of publishing directly
Select one or multiple reviewers from team members with edit access
Add a note explaining what you've changed or what needs attention (optional)
Send the request - the reviewer(s) receive an automatic email notification
The reviewer(s) get a direct link to the content and can approve, request changes, or provide feedback before the content goes live.
Choosing the Right Review Process
Waybook offers different review options depending on your needs:
Request Review
Request Review is perfect for collaborative feedback and getting input from colleagues. Any team member with edit access can help ensure your content is accurate and well-written.
Use when:
New team members need guidance
Subject matter experts should check technical content
You want collaborative feedback on updates
Document Verification (Pro)
Document Verification ensures the right people formally approve important content. Designated verifiers provide leadership sign-off for policy changes, compliance requirements, or when formal approval processes are necessary for your organization.
Approval Process (Pro)
Approval Process handles complex situations where multiple people need to review content in stages.
Use when:
Complex updates need multiple levels of review
Different departments must approve changes
Structured governance processes are required
✨ Pro tip: Upgrade to Waybook Pro to access advanced Verifier and Approval processes for more comprehensive content governance.
Managing Review Requests
For Content Creators:
Track status - See whether your request is pending, approved, or needs changes
Multiple reviewers - Assign different people to review different sections if needed
Follow up - Check with reviewers if urgent content needs faster approval
View all requests - Use Document Manager quick filters to see all documents you've requested review on
For Reviewers:
Email notifications - Receive immediate alerts when content needs review
Direct access - Click the link in the notification to go straight to the content
Clear actions - Approve, request changes, or provide feedback with comments
Review dashboard - Use Document Manager quick filters to see all documents you've been requested to review
Best Practices for Effective Reviews
Choose the Right Process: Use Request Review for collaboration, Verifier for leadership approval, or Approval for complex workflows
Select Appropriate Reviewers: Pick team members knowledgeable about the content area and available to review promptly
Provide Context: Include a brief note about what you've changed and why
Set Expectations: Communicate any deadlines or urgency around the review
Review Promptly: If you're a reviewer, aim to respond quickly to keep content current
✨ Note: Team members with publish access can still request reviews from others, ensuring even experienced team members get valuable feedback before publishing important updates.
Benefits of Using Request Review
Maintain Quality: Ensure all content meets your organization's standards before going live
Share Knowledge: Leverage team expertise to improve content accuracy
Build Confidence: New team members can contribute knowing their work will be checked
Stay Current: Regular reviews help catch outdated information before it spreads
Need help setting up review processes for your team? Our support team is here to help you establish workflows that keep your knowledge base accurate and reliable.