Creating and Managing Documents

Creating a new document in Handbook is a straightforward process. Follow these steps to create, title, and publish your document. For Enterprise accounts, you'll also be prompted to provide a revision reason, and for Advanced or above plans, you'll have the option to set acknowledgement settings.

Steps to Create a New Document

1. Navigate to the Edit Handbook Page
   • Log in to your Handbook account.

   • From the main navigation menu, select Edit Handbook.

     Create a New Document

   • Click the New button to start creating a new document. If you're on the Advanced plan plan or above you'll have the option to allow Handbook to automatically generate documents for you using our AI Generate feature. If you don't want us to generate one, you can click the option below the generation wizard to create one manually instead.

     Enter Document Details

   • Set the Title: Enter a clear and descriptive title for your document.

   • Create Content: Write or paste your document content into the provided editor.

     Set Acknowledgement Settings (Advanced Plan and Above)

   • If you are on the Advanced plan or above, you will see options to set acknowledgement settings:
     • Require Acknowledgement: Decide if employees need to acknowledge that they have read and understood the document.
     • Acknowledgement User Tag: Select the user tag(s) for employees to sign off on the document. If the Acknowledgement User Tag field is empty, it means you haven't created any tags yet. You can create tags by navigating to the Users page. Open an existing user, scroll down to the Tags section, and start typing to search for or create a new tag.

     • Add Tests: Optionally, you can add tests to ensure comprehension of the document.

       Publish the Document

   • Once you're satisfied with the content, click the Publish button.

     Revision Reason (Enterprise Only)

   • If you have an Enterprise account, you will be prompted to enter a reason for the revision.
   • Track Revisions: Handbook will keep track of all document revisions for future reference.

Additional Information

• Tags (For Search and Filtering): When editing a document, you’ll see a Tags section along the right hand side of the page. This is specifically used for search and filtering purposes and is different from other tags used in the system for employee management. You can assign tags to your documents to make them easier to find later from within the Edit Handbook page based on keywords or categories.

Tips for Creating Effective Documents

• Clear and Concise Titles: Ensure your document titles are descriptive and easy to understand.
• Structured Content: Use headings, bullet points, and numbered lists to make your document easy to read.
• Regular Updates: Keep your documents up to date with the latest information and procedures.

By following these steps, you can easily create, manage, and publish documents within Handbook. If you need any additional assistance, please submit a ticket through our support system.

Guided Tour

If you're an admin and would like to see a guided tour of the platform, click here. You can also find guided tours at the bottom right of our app!

For any further questions or support, feel free to reach out!