The Document Explorer view is a game-changer! It puts the power of content organization and management at your fingertips. With this incredible feature, you can filter documents in a variety of ways, ensuring you have exactly what you need right when you need it.
To access Document Explorer, head over to the left-hand sidebar on your Waybook dashboard, and you'll find the "Explore" button.
How to Use the Document Explorer:
Open the Explorer: Located at the top of your Waybook dashboard, click on the Explorer icon.
Filter Away: Choose from a multitude of toggle fields and filtering options. Whether you're after drafts, final versions, or freshly updated docs - it's all there.
Select and Go: Once you’ve set your filters and fields, you’ll see a list of documents that match your criteria. Click on a document to view or edit.
This is great for getting an overview of when documents were last published. Ensuring that all your documents are up to date. You can also create a view of who the document owners are.
Once you've sorted your documents, managing them becomes a breeze. Whether you want to edit or update Document Management has your back. You're in command. You can get exactly what you need, exactly when you need it. So dive in and explore away!
Why Document Explorer Matters:
As businesses scale, so do the documents. Navigating this can be tricky, but with Waybook's Document Explorer, we're making it a breeze.
Time-Saving: Forget spending minutes (or hours) looking for a document. With targeted filters, what you need is just a few clicks away.
Improved Workflow: Monitor drafts, review updated content, and ensure your team is always on the same page – literally!
Stay Updated: With the ability to filter by recently updated documents, you'll never miss out on the latest changes.
Remember, we're here to support you every step of the way. Should you encounter any questions or need assistance with Document Explorer or anything else in Waybook, reach out to our friendly support team. We're just a message away!
Ready to revolutionize the way you handle documents? Go ahead and explore Document Explorer now!