Waybook

Learn how to use Audit Logs to track team activity, monitor content changes, and maintain compliance records in your Waybook.

Audit Logs

Learn how to attach files to your Steps to make forms, templates, and downloadable resources easily accessible to your team.

File Attachments

Search your Waybook and add new documents directly from your Chrome browser.

Waybook Browser Extension

Learn how to set specific, relative, and recurring deadlines for documents and learning paths to keep your team aligned and compliant.

Document Deadlines

Speed up content creation by typing / to access formatting and content options.

Slash Commands

Learn how to import your processes from Tango directly into Waybook to quickly build your knowledge base.

Import to Waybook from Tango

Stay on top of your Waybook progress with weekly email roundups of your tasks and completion.

Weekly Summary Emails

Enable secure team access with SSO using your preferred identity provider.

Single Sign-On Support

Learn how to share entire Subjects with people outside your organization using public links and QR codes.

Publicly Shareable Subjects

Learn how to use Waybook's AI tools to create SOPs, policies, and resources quickly with the Assistant (Document Writer) and Document Ideas.

Creating Documents with AI

Learn more about how you can direct your team through onboarding and learning paths in Waybook

Guide your team with Learning Paths

Learn more about how you can make sharing your SOPs even easier with our new Short Links and QR Codes feature

Short Links & QR Codes

Find out more about how to create checklists for your team in Waybook

Creating Checklists

Find out more about comparing and reverting to historic versions of your Waybook steps, as well as reviewing entire versions of documents

How can I track changes to my Waybook content?

Learn how to use Waybook's editor to format content, add media, and create engaging Steps that your team will actually want to read.

Editing Steps

Quickly find documented knowledge, rough notes, and AI-generated answers to improve efficiency and self-service.

Waybook Search

Check your team's progress, ensure they have read and understood the content and more all from your Reports view in Waybook

Reports

Learn how to share individual Documents with people outside your organization using public links and QR codes.

Publicly Shareable Documents

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!

PDF Export

Make sure all of the documents and SOPs you refer to most frequently are readily available with bookmarks.

Bookmark Documents

Find out more about Waybook Ask - your team's very own AI assistant

Waybook Ask

Learn how to reset progress for retraining or mark documents as complete to record offline training and maintain accurate completion records

Managing Team Member Progress for Documents

Learn how to use Waybook Shots to capture, edit, and share step-by-step screenshots of your processes directly from your browser

Using Waybook Shots to Capture Processes

Learn how to automatically create new team members on Waybook from your company directory via Active Directory, Azure, Okta etc.

Directory Sync

Learn more about how you can use your directory sync to include managing your member groups in Waybook.

Directory Sync for Groups

Looking to have your team members accept terms or provide additional confirmation for high-compliance documents? Look no further!

Adding Confirmation Steps

Receiving unusual responses from Ask or any of our other AI tools? Learn why and how to fix this here.

Why is Ask giving me an incorrect answer?

Discover how AI Actions revolutionize editing, offering grammar fixes, summarization, expansion, and more in an intuitive interface

Transform Your Content with AI Actions

Learn more about how to disable notifications for the team while building your Waybook ahead of your official rollout

Waybook Silent Mode

Learn more about how you can create engaging videos with our Loom integration

Integrate Loom for Effective Video Communication in Waybook

Help your team understand acronyms, abbreviations and specific terms with your Waybook Glossary

Waybook Glossary

Optimize your Waybook content with your Content Insights report

Content Insights

Archive documents and maintain access to your outdated policies, procedures and knowledge in Waybook

Archived Documents

Learn how to duplicate subjects, documents, steps, and nodes in Waybook to save time, ensure consistency, and streamline updates.

Duplicating Content

Learn how to use Waybook's Split Step feature to optimize document readability by breaking content into manageable, structured steps

How to Use the Split Step Feature in Waybook

Find out more about how you can easily search for and share your Waybook subjects and documents straight from Slack

Slack Integration

Access policies, processes, and training in Microsoft Teams with Waybook - so your team stays informed without breaking their flow.

Microsoft Teams Integration

Learn more about using Waybook on your mobile devices and keep your single source of truth even closer

Does Waybook have a Mobile App?

Protect proprietary knowledge by preventing text copying in reader mode. Maintain control with Copy Protection on our Pro plan.

How to Use Copy Protection in Waybook

Learn how to create effective tests in Waybook - either manually or with AI - to track understanding and reinforce learning.

How to Use Tests to Reinforce Training in Waybook

Visualize your team structure and reporting lines with Waybook’s Role Chart and Member Chart - clear, flexible, and easy to use.

Understanding Waybook’s Org Chart

Learn how to create clickable phone number links using tel: - ideal for building team call directories.

Creating Click-to-Call Links

Use the News to share team updates, announcements, and key information - pinned to your dashboard for maximum visibility.

Share Announcements with News

Create polls to gather team feedback, input, or sentiment - pin them to your dashboard and control result visibility.

Gather Feedback with Polls

Effortlessly bring your existing Markdown documentation into Waybook, without losing structure or formatting.

Importing from Markdown into Waybook

Learn how admins can update team member profiles including avatars and email addresses directly in Waybook.

How to Update Team Member Profiles as an Admin

Discover how Waybook celebrates your contributions and growth with achievements that recognize the valuable work you do every day.

Achievements and Badges

Learn how to create custom tests with complete control over questions, settings, and grading to build the assessment your training needs.

Manual Test Creation

Learn how to use AI to quickly generate relevant test questions from your content, saving time while creating comprehensive assessments.

AI Test Creation

Explore the different question formats available in Waybook tests and learn when each type works best for your training goals.

Understanding Question Types

Elle

Sophia Terry

Mike Bandar

Learn about Waybook's features and how they help streamline your knowledge management.

Features

Book a Demo

Find answers and get help from Intercom Support and Community Experts

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