Waybook

Find out how Waybook's limitless embedding lets you add videos to your steps from virtually any platform, with step-by-step guides for Google Drive, Loom, Vimeo, Wistia and YouTube.

Embedding Videos in Steps

Find out the ideal image size and resolution for your Waybook content and custom logos

What image size and resolution should I use in my Waybook?

Find out more about adding emojis in Waybook, including our favourite keyboard shortcut ever!

Can I add emojis to our Waybook steps?

Deleting documents is simple, so you can always make sure your Waybook content is relevant to your business and activities

How do I delete a document?

You can easily delete entire subjects from your Waybook, just follow these steps

How do I delete a subject?

Find out how you can hide steps you're still working on so they're no longer visible to your teammates

Can we hide steps within documents?

Waybook will inform members of newly assigned documents and allows you to notify members when you make a change to a document

What happens when I publish a document or changes?

Find out how you can unmark completed steps in this article

How do I unmark my completed steps?

You can easily track revisions made to a document by heading to Step Revisions

Can I see who last updated a document?

Learn how to restore deleted Documents and Steps from your Waybook trash within 28 days of deletion.

Restoring Deleted Documents and Steps

Learn how to export Waybook documents and individual steps as PDFs for printing, sharing, or offline reference.

Exporting and Printing Waybook Documents

Find out how your team members can download image files, such as logos and other brand assets, from your Waybook steps

Can I download images from Waybook?

Learn more about Document Verification on Waybook and how you can use this function to ensure your knowledge and processes are up-to-date

Document Verification

With our Document Versions feature, you can keep track of changes made to your Waybook content with ease

Streamline document compliance and revisions with Document Versions

With Waybook, you are in full control and can remove your account if needed

How do I delete my account?

Learn how to improve your document management in Waybook with your Document Management View

Document Management

Easily manage your most important content in Waybook by setting priorities.

Streamline Your Workflow with High-Priority Documents

Discover the types of content and insights you can export from Waybook, including documents, reports, and progress data.

What Can I Export from Waybook?

Learn how to use Waybook's Template Library and create Internal Templates to speed up content creation and maintain consistency.

Using Templates in Waybook

Use Waybook Links to connect subjects, documents, and steps across your workspace - plus add external links to outside resources.

Linking Between Documents

Find out more about embedding your Google Docs, Sheets, Slides and more into your Waybook steps

Can I embed content from Google?

Leave comments on specific sections, steps, or entire documents to collaborate with your team while building and refining your Waybook content.

Collaborating with Comments

Elle

Discover how to create, organize, and manage content effectively in Waybook.

Creating & Managing Content

Book a Demo

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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