The Document Management View makes organizing and managing your content effortless. It allows you to filter and manage documents with ease, so you can quickly find exactly what you need.
Accessing the Document Management View
To access it, simply click the "Manage" button on the left-hand sidebar of your Waybook dashboard.
How to Use the Document Management View:
Open the Document Management View: Located on the left sidebar, click the Manage icon.
Filter Your Documents: Use a range of filters to find drafts, final versions, or recently updated docs. Quick Filters make it even easier to navigate.
Select and Edit: Once filtered, select any document to view or edit. You can also check when documents were last published or view document owners.
Bulk Actions: Save Time and Stay Efficient
Bulk Actions take your document management further by letting you make changes to multiple documents at once. With this feature, you can:
Archive outdated documents.
Export to PDF for easy sharing.
Update document owners to ensure accountability.
Publish drafts in bulk.
Enable Public Sharing for external access.
Move documents to Draft to make edits or hide them from view.
These tools help you keep your content organized and up to date, saving you time and effort.
Why Document Management Matters
As your business grows, so does your content. The Document Management View makes it simple to stay on top of it all:
Save Time: Quickly find the documents you need with targeted filters.
Improve Workflow: Monitor drafts, review updates, and keep your team aligned.
Stay Updated: Easily track recently updated documents so nothing slips through the cracks.
If you need any assistance, our support team is always here to help. Just reach out!