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Streamline Your Workflow with Internal Templates
Streamline Your Workflow with Internal Templates

Discover the power of Internal Templates in Waybook. Standardize formats, save time, and enhance collaboration effortlessly.

Sophia Terry avatar
Written by Sophia Terry
Updated over a week ago

At Waybook, we believe in streamlining your workflow and enhancing collaboration. One of the key features that empowers you to do just that is Internal Templates. Let's delve into what Internal Templates are, their value, and how they work.

What are Internal Templates?

Internal Templates are pre-designed structures that you can create within Waybook to standardize the format and layout of your documents. These templates can then be easily applied to new documents, ensuring consistency across your organization's materials.

How do I create an Internal Templates?

With Internal Templates, you can design templates tailored to your specific needs. Whether it's a company policy, procedure, or knowledge document, you can craft a template that reflects your desired structure and style. To make a template:

  1. Create a document that you wish to use as a template.

  2. Once finished, navigate to the "Manage" button then find "Templates and Sharing".

  3. Move down to where it says "Template Library" and select "Convert"

    1. Select the Subject where you would like it to live.

    2. Toggle off "Maintain Existing Document" if applicable.

  4. The Template will now open make any changes you need here. Please note that the name of the document will be the name of the template.

Once you've created a template, you can use it repeatedly for new documents via the "templates" button at the top bar or from the drop-down within steps. This eliminates the need to start from scratch each time you create a document, saving you valuable time and effort.

Value of Internal Templates

  • Efficiency: By utilizing templates, you streamline the document creation process and eliminate redundant tasks.

  • Consistency: Internal Templates help maintain a cohesive look and feel across all documents, reinforcing your brand identity and professionalism.

  • Collaboration: Templates can be shared among team members, facilitating collaboration and ensuring everyone is on the same page.

In conclusion, Internal Templates are a powerful tool within Waybook that empowers you to standardize document formats, enhance efficiency, and foster collaboration. By harnessing the capabilities of Internal Templates, you can elevate your organization's document creation process to new heights.

For further assistance or questions, don't hesitate to reach out to our support team. We're here to help you make the most out of your Waybook experience!

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