Understanding Waybook

All of the basics of Waybook, your dashboard and common use cases

Mike Bandar avatar Elle avatar
22 articles in this collection
Written by Mike Bandar and Elle

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.
Elle avatar
Written by Elle
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.
Elle avatar
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.
Elle avatar
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.
Elle avatar
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!
Elle avatar
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.
Elle avatar
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.
Elle avatar
Written by Elle
Updated over a week ago

Who is Waybook for?

Waybook is suitable for companies of all sizes looking to get their organisation on the same page.
Mike Bandar avatar
Written by Mike Bandar
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.
Mike Bandar avatar
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.
Elle avatar
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.
Mike Bandar avatar
Written by Mike Bandar
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.
Mike Bandar avatar
Written by Mike Bandar
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.
Mike Bandar avatar
Written by Mike Bandar
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.
Elle avatar
Written by Elle
Updated over a week ago