Building your company's Waybook

A collection of best practice tips and guidelines to help you create your company's Waybook

26 articles in this collection
Written by Mike Bandar, Elle, and Mike Bandar

Can I embed flowcharts into Waybook?

Learn more about embedding flowcharts into Waybook using our LucidChart support

Written by Elle
Updated this week

Can we customize our favicon?

Find out more about using a branded favicon on Waybook

Written by Elle
Updated today

How do I change my CNAME?

Find out how to update your existing CNAME on Waybook

Written by Elle
Updated this week

Can we hide steps within documents?

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

Written by Elle
Updated over a week ago

Can we embed Google Maps into steps?

Find out more about how to embed maps into your Waybook steps.

Written by Elle
Updated over a week ago

Can I embed from Google?

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

Written by Elle
Updated over a week ago

What can I embed on Waybook?

Find out more about the embed sources we support in this article.

Written by Elle
Updated over a week ago

What file type should logos be uploaded as?

When branding your Waybook, follow our best practice tips to make sure your logo looks its best.

Written by Elle
Updated over a week ago

How do I delete a subject?

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

Written by Elle
Updated over a week ago

How do I delete a document?

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

Written by Elle
Updated over a week ago

Can I add emojis to our Waybook steps?

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

Written by Elle
Updated over a week ago

Are keyboard shortcuts supported in Waybook?

Find out more about standard keyboard shortcuts, as well as how to open your emoji keyboard and add links.

Written by Elle
Updated over a week ago

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

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

Written by Mike Bandar
Updated over a week ago

How do we host our Waybook on our own domain, using CNAME?

Looking to host your Waybook on your own domain? Follow this process to do so using CNAME.

Written by Elle
Updated over a week ago

How do I add our brand colors and logo to Waybook?

Keep your Waybook in line with your company's branding by adding a logo and brand colors to your settings.

Written by Elle
Updated over a week ago

How do I change the name of our Waybook?

Need to update your company's name on Waybook, find out how here.

Written by Elle
Updated over a week ago

How do I set up a subdomain for my Waybook?

Customise your Waybook url by updating your subdomain in settings.

Written by Elle
Updated over a week ago

How do I embed videos in steps?

Find out how to embed videos into your steps using YouTube, Google Drive, Vimeo, Loom and Wistia.

Written by Elle
Updated over a week ago

Why am I not able to edit a document?

Are you being blocked from editing steps within a document? Find out why that might be in this article.

Written by Elle
Updated over a week ago

Structuring your Waybook

Can I have the same document appear in multiple subjects?

Find out how you can duplicate and move documents between subjects on Waybook.

Written by Elle
Updated over a week ago

Categorizing your Waybook content

Level up your organisation game on Waybook with categories

Written by Elle
Updated over a week ago

Can I link to another document from a step?

Find out more about linking between steps and documents, to help guide your teammates around your Waybook.

Written by Elle
Updated over a week ago

What is the best way to set up and structure my Waybook?

You should structure your Waybook to reflect your team and the key activities it performs.

Written by Mike Bandar
Updated over a week ago

How do I create new member groups?

Update all relevant team members and assign documents even faster with member groups.

Written by Elle
Updated over a week ago

How do I add a new member to a group?

Learn how to invite new members to your Waybook and member groups simultaneously.

Written by Elle
Updated over a week ago

How can our company use tests on Waybook?

Use tests for activities where a high level of compliance is required to check team members have completely understood the Document.

Written by Elle
Updated over a week ago