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 knowledge base.
How do I create an Internal Template?
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:
Create a document that you wish to use as a template.
Once finished, navigate to the "Manage" button then find "Templates and Sharing".
Move down to where it says "Template Library" and select "Convert"
Select the Subject where you would like it to live.
Toggle off "Maintain Existing Document" if applicable.
The template will now open allowing you to make any changes you need. Note the document's name will also be the template's name unless updated.
Once you've created a template, you can use it repeatedly for new documents via the "Templates" button at the left of your dashboard. This eliminates the need to start from scratch each time you create a document, saving you valuable time and effort.
Value of Internal Templates
Internal Templates can help your team:
Document more efficiently: By utilizing templates, you streamline the document creation process and eliminate redundant tasks.
Ensure consistency: Internal Templates help maintain a cohesive look and feel across all documents, reinforcing your brand identity and professionalism.
Facilitate collaboration: Templates can be shared among team members, facilitating collaboration and ensuring everyone is on the same page.
Internal Templates are a powerful tool within Waybook, empowering 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!