Understanding Waybook

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

21 articles in this collection
Written by Mike Bandar and Elle

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