Way We Do

Training for how to create activated checklists in Way We Do

Editor Training - How to Create an Activated Checklist

Training on how to assign roles in Way We Do

Editor Training - Assigning Roles

Training on how to create reminders on policies, procedures, or processes

Editor Training - Reminders

Training for adding automations to activated checklists

Editor Training - Automations

Training on how to add acceptance to your content

Editor Training - Acceptance

Training on how to set up revision schedules and assessments in Way We Do

Editor Training - Revision Schedules & Assessments

Training on how to create and manage labels in Way We Do

Editor Training - Labels

Training on how to use the restriction feature in Way We Do

Editor Training - Restriction

Training on how to use Version History in Way We Do

Editor Training - Version History

Way We Do Capture turns your real work into structured, step-by-step processes -- automatically.

Editor Training - How to Record a Video or Audio File for Way We Do Capture (AI Process Capture)

Way We Do Capture transforms real work into structured, professional processes -- fast. This article explains what it is, why to use it, and how uploading works from start to…

Editor Training - Upload a Video or Audio to Process Capture

This guide walks you through how to review your Capture and turn it into a fully operational workflow or training module.

Editor Training - How to Review a Process Capture

Jacqui Jones

Self-paced training for anyone with edit access to Way We Do

04. Editor Training Center

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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