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Understanding Waybook
Understanding Waybook
All of the basics of Waybook, your dashboard and common use cases
34 articles in this collection
Written by
Mike Bandar
and
Elle
Who is Waybook for?
Waybook is suitable for companies of all sizes looking to get their organisation on the same page.
Written by
Mike Bandar
Updated over a week ago
What is a member?
The term 'member' refers to anyone with accesss to your Waybook. Find out more about members and permissions here.
Written by
Elle
Updated over a week ago
What are the use cases for Waybook?
Waybook is great for documenting processes, onboarding new employees, and on-going training.
Written by
Mike Bandar
Updated over a week ago
Navigating your Waybook
Where can I find my assignments?
Here's everything you need to know about navigating and engaging with your assigned documents on Waybook.
Written by
Elle
Updated over a week ago
How do I find my way around the Documents view?
View all documents within a subject, switch them to drafts and quickly publish any changes made from your Documents view.
Written by
Elle
Updated over a week ago
How do I create multiple Waybooks?
Looking to add another Waybook to your account? Here's how to set up a second Waybook using the same user login.
Written by
Elle
Updated this week
How can I switch between Waybooks I am a member of?
Learn how to switch between Waybooks you're a member of when working with multiple organisations or across a variety of projects.
Written by
Elle
Updated over a week ago
Features
What are audit logs?
Find out more about audit logs in Waybook
Written by
Elle
Updated over a week ago
Slack Integration
Find out more about how you can easily search for and share your Waybook subjects and documents straight from Slack
Written by
Elle
Updated over a week ago
Creating Checklists
Find out more about how to create checklists for your team in Waybook.
Written by
Elle
Updated over a week ago
Can I compare historic versions of steps?
Find out more about comparing and reverting to historic versions of your Waybook steps
Written by
Elle
Updated over a week ago
How do I edit steps on Waybook?
Find out more about editing your content in Waybook, formatting your steps and navigating the editor.
Written by
Elle
Updated over a week ago
How do I add GIFs to steps?
GIFs are a really easy and effective way to make your SOPs more engaging and enjoyable to work through.
Written by
Elle
Updated over a week ago
Does Waybook have a search function?
You can search for keywords in your Waybook documents using the search box in the top navigation menu.
Written by
Mike Bandar
Updated over a week ago
What can I do from the Reports page?
Track your teams progress, check test scores and more!
Written by
Elle
Updated over a week ago
Can we share documents outside of our Waybook team?
Find out more about how to share your Waybook documents publicly with anyone outside of your Waybook team.
Written by
Elle
Updated over a week ago
Can I export documents from Waybook?
Whether you're looking to export for safe keeping or you simply love to have a hard copy to hand, we've got you covered!
Written by
Elle
Updated over a week ago
Can I favourite documents that I use most often?
Make sure all of the documents and SOPs you refer to most frequently are readily available with bookmarks.
Written by
Elle
Updated over a week ago
Waybook Record
Find out more about Waybook's powerful free screen recorder for Google Chrome.
Written by
Elle
Updated over a week ago
Managing your content
Can I print my Waybook documents?
Learn more about exporting and printing your content from Waybook.
Written by
Elle
Updated over a week ago
Restoring deleted documents and steps
Find out more about how you can restore your deleted documents and steps from your trash
Written by
Elle
Updated over a week ago
What happens when I publish a document or changes?
Waybook will inform members of newly assigned documents and allows you to notify members when you make a change to a document.
Written by
Mike Bandar
Updated over a week ago
Can I see who last updated a document?
You can easily track revisions made to a document by heading to your document history
Written by
Elle
Updated over a week ago
What happens with documents where assignment isn't enabled?
Here's everything you need to know about assigned and non-assigned documents in Waybook.
Written by
Elle
Updated over a week ago
How do I unmark my completed steps?
Yes, you can unmark your completed steps with one click. Find out how in this article.
Written by
Elle
Updated over a week ago
Managing your members
How do permissions work on Waybook?
Here's everything you need to know about member roles and content permissions on Waybook.
Written by
Elle
Updated over a week ago
What happens when I assign a document to someone?
Assign documents to members so they know what they are required to complete and for easy progress tracking.
Written by
Mike Bandar
Updated over a week ago
How do I invite new members to Waybook?
Here's everything you need to know about inviting new teammates and managing their permissions.
Written by
Elle
Updated over a week ago
Where can I view and manage pending member invites?
Manage member invites, check email addresses and see who is yet to join your company's Waybook.
Written by
Elle
Updated over a week ago
Product updates
February 2022
Learn more about the improvements and new features launched to Waybook this month
Written by
Elle
Updated over a week ago
March 2022
Learn more about the improvements and new features launched to Waybook this month
Written by
Elle
Updated over a week ago
January 2022
Learn more about the improvements and new features launched to Waybook this month
Written by
Elle
Updated over a week ago
December 2021
Learn more about the improvements and new features launched to Waybook this month
Written by
Elle
Updated over a week ago
November 2021
Learn more about the improvements and new features launched to Waybook this month
Written by
Elle
Updated over a week ago