Understanding Waybook

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

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

Waybook Dashboard

Here is everything you need to know about your Waybook dashboard

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 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

Weekly Summary Emails

Find out more about weekly summary emails and how we're helping you to engage your team on Waybook

Written by Elle
Updated over a week ago

Publicly Shareable Subjects

Learn more about how you can generate links to share your Waybook subjects with people outside of your organisation

Written by Elle
Updated over a week ago

Is there a Waybook browser extension?

Find out how you can search and add to your Waybook from your Chrome browser

Written by Elle
Updated this week

Document Due Dates

Make sure your team completes onboarding documents and training on time with document due dates

Written by Elle
Updated over a week ago

Single Sign-On Support

Find out more about how your team can access SSO support using a variety of identity providers

Written by Elle
Updated over a week ago

Import to Waybook from Tango

Find out more about how you can import your processes from Tango directly to your Waybook

Written by Elle
Updated over a week ago

Audit Logs

Learn more about tracking your entire team's activity in Waybook using our audit logs feature

Written by Elle
Updated over a week ago

Can we attach files to Waybook steps?

Learn more about adding file attachments to your Waybook steps

Written by Elle
Updated yesterday

Slash Commands

Add content to your Waybook in a flash using keyboard commands

Written by Elle
Updated over a week ago

Submit For Review

Learn more about how your editors can submit changes to your Waybook for your admins and mangers to review

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

Waybook Pro

Find out more about our pro features and how you can access them by upgrading to our pro plan.

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 this week

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 this week

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 favorite 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

Can I download images from Waybook?

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

Written by Elle
Updated over a week ago

Can I print my Waybook documents?

Learn more about exporting and printing your content from Waybook.

Written by Elle
Updated over a week ago

Document Verification

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

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 we create reference only documents?

Learn more about disabling completion tracking for documents and creating reference-only content

Written by Elle
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 this week

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

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 this week

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

Manager Role

The essential guide to adding managers to your Waybook and assigning them to member groups.

Written by Elle
Updated over a week ago

November 2022

Learn more about the improvements and new features launched to Waybook in November 2022

Written by Elle
Updated over a week ago

October 2022

Learn more about the improvements and new features launched to Waybook in October 2022

Written by Elle
Updated over a week ago

September 2022

Learn more about the improvements and new features launched to Waybook in September 2022

Written by Elle
Updated over a week ago

August 2022

Learn more about the improvements and new features launched to Waybook in July 2022

Written by Elle
Updated over a week ago

July 2022

Learn more about the improvements and new features launched to Waybook in July 2022

Written by Elle
Updated over a week ago

June 2022

Learn more about the improvements and new features launched to Waybook in June 2022

Written by Elle
Updated over a week ago

May 2022

Learn more about the improvements and new features launched to Waybook in May 2022

Written by Elle
Updated over a week ago

April 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

February 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