Creating Documents

To create a new document in Handbook, first, log in to your account and go to the Edit Handbook page. Once there, click the New button to begin creating your document. If you're on an Advanced plan or above, you have the option to use the AI feature to auto-generate the document or create it manually. Next, give your document a clear and descriptive title, then write or paste the content into the editor.

For Advanced plans and higher, you can set acknowledgment settings. This means you can choose if employees need to confirm they’ve read and understood the document. You can also assign tags to employees for acknowledgment, and if necessary, create new tags in the Users page. Additionally, you have the option to add tests to ensure comprehension.

When you’re satisfied with the content, click Publish to make the document live. If you're on an Enterprise account, you'll be prompted to provide a revision reason, and Handbook will track all revisions for future reference. If you need to assign the document to a location, Enterprise users can do so, which will prompt employees in that location to acknowledge the document.

The Tags section helps with searching and filtering documents, separate from user management tags. For tips on creating effective documents, use clear titles, structure your content for readability, and keep documents updated.

If you need further assistance, don’t hesitate to submit a support ticket.