Create your first Handbook

In here we offer you a quick guide on how to setup your first Handbook and what you need to have in mind.

Before you begin

  • Make sure that you have completed the basic setup, and specifically that you have created your users.
  • You can only create and edit Handbooks from your Desktop platform.

To have in mind when creating Handbooks

  • The handbooks for the entire organization, should always be created by a person from the top unit (normally HQ) as it ensures that the handbook can be reached by the entire organization.

How to create a Handbook

  1. Enter the module Handbooks, and click the icon "+ New Handbook" in the top-right corner.
  2. A window pops up which allows you to enter the basic details.
  3. Headline: What is the name of the handbook?
  4. Introduction: What is the handbook about? What content can you find?
  5. Published: By publishing you allow the User set in Units + User Types to see the handbook. Since the handbook is empty for now, you can leave the publish box unchecked.
  6. Cover: Make sure you make it visual by adding a picture
  7. Units:  Is this Handbook targeting specific users in a unit or all units?
  8. User Types: Is the Handbook for all User Types in a Unit or a specific User Type?
  9. Save the Handbook

Finding your new handbook

  1. Head into your new handbook by navigating to the top bar, and click "drafts".
  2. From here you will find the cover of the new handbook and you can simply click it to enter the handbook.

Adding chapters & content

  1. In your top right corner you will find the icon "+ New chapter", click it.
  2. Add a title to your new Chapter
  3. From here you have two options depending on situation
    1. If you have several subchapters to the chapter, we recommend that you start building the titles first by clicking "+ New Subchapter" below the title of the chapter.
    2. Whether you created a subchapter, or you decided to skip it, it is time to add the content.
  4. You add content by clicking the icon "+ New paragraph" which you can find under the title of the chapter/subchapter.
    1. Remember: Any files, pictures or videos you add will be in the bottom of the paragraph. If you want the picture or file in the middle or in the top of the chapter, then you simply save the paragraph once you have uploaded the file, and create a new paragraph below. From here you continue to fill your chapter.
  5. Once you are happy with the current chapter, you repeat the process until you have completed your handbook.

Publish your Handbook

  1. Head into your drafted handbook.
  2. In your top right corner, you have an icon "...", click it and then click "Edit handbook".

    1. If you want to publish the handbook, you do so by ticking the box next to "published".
      1. Save and your handbook is now posted to the rest of the company.

More on Handbooks?

If you want to know more about Handbooks on desktop, click here.
For more information about Handbooks on mobile devices, click here.

      What's Next

      Once you have created your Handbook, it is time to upload your first Document so that your team members have all company related information close at hand.  If you don't plan on using Documents, head out to the engagement page again to find your next feature. Remember, all content added can be searched which makes the life of your coworkers even easier.