Document Due Dates

Make sure your team completes onboarding documents and training on time with Document Due Dates

Elle avatar
Written by Elle
Updated over a week ago

Whether it's onboarding content for your new starters or compliance training for your departments, setting deadlines using Document Due Dates can be useful in a variety of ways.

In this article, we'll tell you more about document due dates in Waybook.

Specific Due Dates

Specific Due Dates are particularly useful for compliance training where there is a set date your team must complete the training, or when preparing to move to a new tool within your organization by a specific date.

To set a due date on a document for a specific date, follow these steps:

  1. Open the settings for the Document.

  2. Toggle the due date setting on.

  3. Select Specific Date.

  4. Set a fixed due date using the calendar icon.

Relative Due Dates

Relative Due Dates are incredibly helpful when onboarding new team members, setting expectations for when they should review and complete Documents in order to prepare for their role within your business.

To set a relative due date on a Document, follow these steps:

  1. Open the settings for the Document.

  2. Toggle the due date setting on.

  3. Select Relative Date.

  4. Set how many days, months, or years your team members should have to complete the document once they have access to it.

We'll save these changes automatically and Documents with due dates will appear at the top of your team's Incomplete Document view on their dashboard, making it easier for them to see where they should start in your Waybook.

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