Understanding Waybook

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

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.

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.

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 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

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

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

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

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 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

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

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

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

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

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

Navigating your Waybook

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

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

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

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

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

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

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