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How to Set Up Document Owners in Waybook for Enhanced Document Management
How to Set Up Document Owners in Waybook for Enhanced Document Management

Learn more about assigning owners to your knowledge, SOP and process documents in Waybook

Elle avatar
Written by Elle
Updated over a week ago

Document owners in Waybook provide a clear point of contact and accountability for each document within your organization's knowledge base. By assigning document owners, you ensure that content remains accurate, up-to-date, and easily accessible to your team.

In this article, we'll guide you through the steps to set up document owners in Waybook.

Step 1: Open the Document You Want to Add an Owner to

To get started, navigate to the specific document you wish to assign an owner to within your Waybook account. Open the document for editing and navigate to "Settings".

Step 2: Enable Document Owners

Within the document settings, locate the option to enable Document Owners. This feature allows you to designate specific team members as owners of the document, helping your team identify the most appropriate point of contact should they have questions or recommendations for the document in your Waybook.

Step 3: Add a New Document Owner

Once you've enabled the Document Owners setting, you can proceed to add a new owner to the document. From your list of team members, select the individual(s) who will be responsible for maintaining and updating the content of the document.

Assigning a document owner ensures that there is a designated point of contact for any questions or updates related to that particular document.

Visibility of Document Owners

Once a document owner has been assigned, you and your team members will be able to easily identify the document owner in two locations:

  • Top Right-Hand Corner: When viewing the document, the document owner's initials and avatar will be displayed in the top right-hand corner, providing immediate visibility of the responsible party.

  • More Information Panel: Opening the more information panel for the document will also display the document owner's details.

Setting up document owners in Waybook is a simple yet powerful way to enhance document management and ensure content accuracy and accountability within your organization. By following these steps, you can streamline collaboration, improve document maintenance, and provide a clear point of contact for any document-related inquiries.

If you have any further questions or need assistance, our dedicated support team is always available to help. Contact us via email or live chat for assistance.

Start leveraging document owners in Waybook today and take your document management to the next level!

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