Go to Way We Do
All Collections
Way We Do Basics
Way We Do Basics
Documentation about the Way We Do application.
137 articles in this collection
Written by
Dan Sargeant
and
Andrew Sutton
Using the Basic Procedure Template
Written by
Dan Sargeant
Updated over a week ago
Add new procedure using the "no template" option
Written by
Dan Sargeant
Updated over a week ago
Assigning roles to procedures
Written by
Dan Sargeant
Updated over a week ago
Inserting video into your procedure
Written by
Dan Sargeant
Updated over a week ago
Inserting an image (picture) into your procedure
Written by
Andrew Sutton
Updated over a week ago
Inserting a table into your procedure
Written by
Dan Sargeant
Updated over a week ago
Inserting special characters and symbols into your procedure
Written by
Dan Sargeant
Updated over a week ago
Inserting PowerPoint and other presentations into your procedure
Written by
Dan Sargeant
Updated over a week ago
Adding an Acceptance Request
Written by
Andrew Sutton
Updated over a week ago
Create Web-Based Image Files To Insert Into Documents
Written by
Andrew Sutton
Updated over a week ago
Add or Delete A Row or Column In A Table
Written by
Dan Sargeant
Updated over a week ago
Resize A Table's Width and Height (Rows and Columns)
Written by
Dan Sargeant
Updated over a week ago
Change The Width Of A Table Column
Written by
Dan Sargeant
Updated over a week ago
Top Level Navigation
Written by
Andrew Sutton
Updated over a week ago
Push Navigation
Written by
Andrew Sutton
Updated over a week ago
Add a New Procedure
Written by
Dan Sargeant
Updated over a week ago
How to Cut and Paste Content
Written by
Andrew Sutton
Updated over a week ago
Expand the Editing Space to Full Screen
Written by
Dan Sargeant
Updated over a week ago
Increasing or Decreasing the Size of Text
Written by
Dan Sargeant
Updated over a week ago
Changing the Colour (color) of Text
Written by
Dan Sargeant
Updated over a week ago
Highlighting Text with a Different Colour (color)
Written by
Dan Sargeant
Updated over a week ago
Using Bold, Italics and Underline
Written by
Dan Sargeant
Updated over a week ago
Creating Ordered (Numbered) list
Written by
Dan Sargeant
Updated over a week ago
Creating a Bullet Point (Un-ordered) List
Written by
Dan Sargeant
Updated over a week ago
Linking To Another Procedure or External Website
Written by
Dan Sargeant
Updated over a week ago
Removing a Link
Written by
Dan Sargeant
Updated over a week ago
How to Add a Revision Date to a Procedure
Written by
Andrew Sutton
Updated over a week ago
Print a Procedure
Written by
Andrew Sutton
Updated over a week ago
Retire or Delete a Procedure
Written by
Dan Sargeant
Updated over a week ago
View and Edit an Existing Procedure
Written by
Andrew Sutton
Updated over a week ago
Browsing and Viewing Pre-written Policy and Procedure Templates
Written by
Andrew Sutton
Updated over a week ago
Searching For Templates in the Market Place
Written by
Andrew Sutton
Updated over a week ago
Am I Able To Change My Manual's Footer Details?
Written by
Dan Sargeant
Updated over a week ago
How Do I Change The Font In My Manual?
Written by
Dan Sargeant
Updated over a week ago
Do You Have Businesses In The US or UK Using Way We Do?
Written by
Dan Sargeant
Updated over a week ago
Why Can't I Cut, Copy or Paste Using The Rich Text Editor?
Written by
Andrew Sutton
Updated over a week ago
Linking to an Email Address
Written by
Dan Sargeant
Updated over a week ago
Use of Indention to Create Formatted Lists
Written by
Dan Sargeant
Updated over a week ago
How to Make Videos Private to Your Company Manual
Written by
Dan Sargeant
Updated over a week ago
How to Attach Files and Link to them within your policy or procedure
Written by
Andrew Sutton
Updated over a week ago
Editing Attachments, Saving and Reattach To Procedure
Written by
Andrew Sutton
Updated over a week ago
Editing and Linking Attachments That Are Hosted By A File Sharing Solution
Written by
Andrew Sutton
Updated over a week ago
Adding Tasks to a Procedure
Written by
Andrew Sutton
Updated over a week ago
How to Restrict a Procedure and Keep it Private
Written by
Andrew Sutton
Updated over a week ago
Usage on Tablets and Mobile Devices
Written by
Andrew Sutton
Updated over a week ago
Editing the Source Code of a Procedure
Written by
Dan Sargeant
Updated over a week ago
Autosave Content
Written by
Dan Sargeant
Updated over a week ago
How to Stop Revision Reminder Emails
Written by
Andrew Sutton
Updated over a week ago
How to Stop Task Reminder Emails
Written by
Andrew Sutton
Updated over a week ago
How to Paste a Drawing into a Procedure
Written by
Andrew Sutton
Updated over a week ago
How to Change the Order of Procedure Cards
Written by
Dan Sargeant
Updated over a week ago
Installing and Re-Installing a Pre-Written Procedure Template
Written by
Andrew Sutton
Updated over a week ago
Paying for Premium Templates in the Marketplace
Written by
Andrew Sutton
Updated over a week ago
Creating Jump Links or Anchor Links In Procedures
Written by
Dan Sargeant
Updated over a week ago
How do I center text?
Written by
Dan Sargeant
Updated over a week ago
How do I center an image?
Written by
Andrew Sutton
Updated over a week ago
How to Report Bugs to Way We Do
Written by
Dan Sargeant
Updated over a week ago
Insert Flowcharts
Written by
Andrew Sutton
Updated over a week ago
How to Upload a Large List of Users Into Way We Do
Written by
Dan Sargeant
Updated over a week ago
Procedure Publishing Status Overview
Written by
Andrew Sutton
Updated over a week ago
View or locate the procedures I am editing from the filter status
Written by
Andrew Sutton
Updated over a week ago
How to Invite Others to Review a Procedure (Pending Review Status)
Written by
Dan Sargeant
Updated over a week ago
How to Use the Review Tools in a Procedure while it is in Pending Review Status
Written by
Dan Sargeant
Updated over a week ago
Integration with Box.com - Cloud Storage Solution
Written by
Dan Sargeant
Updated over a week ago
Integration with Dropbox - Cloud Storage Solution
Written by
Dan Sargeant
Updated over a week ago
Integration with Google Drive - Cloud Storage Solution
Written by
Dan Sargeant
Updated over a week ago
Keyboard Shortcuts
Written by
Dan Sargeant
Updated over a week ago
Why are images appearing rotated?
Written by
Dan Sargeant
Updated over a week ago
How to Insert Page Breaks
Written by
Dan Sargeant
Updated over a week ago
How do I retrieve or restore content I accidentally deleted?
Written by
Dan Sargeant
Updated over a week ago
How to Turn Off Email Notifications from Way We Do
Written by
Andrew Sutton
Updated over a week ago
Embedding Forms
Written by
Dan Sargeant
Updated over a week ago
Document Storage
Written by
Dan Sargeant
Updated over a week ago
Can I get a list of the procedures that are pending review?
Written by
Dan Sargeant
Updated over a week ago
Can I change the color (colour) of a table or table cell?
Written by
Dan Sargeant
Updated over a week ago
Who can create, edit or publish a procedure?
Written by
Dan Sargeant
Updated over a week ago
How do I arrange SOP's (Policies and Procedures)?
Written by
Dan Sargeant
Updated over a week ago
How do I export or print documents (policies and procedures) from my manual?
Written by
Andrew Sutton
Updated over a week ago
How can I share my Way We Do manual?
Written by
Andrew Sutton
Updated over a week ago
Can I write my company manual in another language?
Written by
Dan Sargeant
Updated over a week ago
API
Written by
Dan Sargeant
Updated over a week ago
Which steps are mandatory or optional in a Checklist?
Written by
Andrew Sutton
Updated over a week ago
Can I restart or resume an Abandoned Checklist?
Written by
Andrew Sutton
Updated over a week ago
Resume Checklist Instance
Written by
Dan Sargeant
Updated over a week ago
Add Way We Do To Your iPhone
Written by
Dan Sargeant
Updated over a week ago
Create a Shortcut On Your Computer With Internet Explorer 11
Written by
Dan Sargeant
Updated over a week ago
Company Name in PDF Version Footer and Email Header
Written by
Andrew Sutton
Updated over a week ago
How to view procedures in a list
Written by
Dan Sargeant
Updated over a week ago
Edit Locking
Written by
Dan Sargeant
Updated over a week ago
Can I cut and paste images into my manual?
Written by
Dan Sargeant
Updated over a week ago
Checklists Daily Reminder Email
Written by
Andrew Sutton
Updated over a week ago
How do I save my Activated Checklist and come back to finish it later?
Written by
Andrew Sutton
Updated over a week ago
What do the Colors and Symbols on the Checklist Activity page/tab mean?
Written by
Andrew Sutton
Updated over a week ago
How to Integrate Files from Cloud Storage (Google Drive, Box.com, Dropbox)
Written by
Dan Sargeant
Updated over a week ago
Integration with OneDrive - Cloud Storage Solution
Written by
Dan Sargeant
Updated over a week ago
How to Print a Table of Contents for the Manual
Written by
Andrew Sutton
Updated over a week ago
Customize Procedure Cards by adding Titles, Descriptions, and Images
Written by
Andrew Sutton
Updated over a week ago
Can I bulk upload content from Word documents to my Way We Do manual?
Written by
Andrew Sutton
Updated over a week ago
Embed a Google Drawings Image
Written by
Dan Sargeant
Updated over a week ago
Microsoft Azure Active Directory Single Sign-On Setup
Written by
Andrew Sutton
Updated over a week ago
Add Headings to your Policy or Procedure
Written by
Dan Sargeant
Updated over a week ago
Procedure Card Colors
Written by
Andrew Sutton
Updated over a week ago
API Key
Written by
Dan Sargeant
Updated over a week ago
Microsoft Flow - Action - Create Checklist Instance
Written by
Dan Sargeant
Updated over a week ago
Update Your Personal Details in Way We Do
Written by
Dan Sargeant
Updated over a week ago
Embed Loom Video in Way We Do
Written by
Dan Sargeant
Updated over a week ago
Setting up your branding within Way We Do
Written by
Dan Sargeant
Updated over a week ago
Restore Procedure Card Titles Automatically After Editing
Written by
Dan Sargeant
Updated over a week ago
Short Links for Third-Party Apps
Written by
Dan Sargeant
Updated over a week ago
Edit History / Revision History
Written by
Dan Sargeant
Updated over a week ago
Time Zones and Time and Date Stamps
Written by
Dan Sargeant
Updated over a week ago
Using Emoji for your Labels, Procedures and Activated Checklist/ Step-by-Step process
Written by
Andrew Sutton
Updated over a week ago
How to Change Your Email Address
Written by
Andrew Sutton
Updated over a week ago
How to add a quote to a procedure
Written by
Dan Sargeant
Updated over a week ago
Supervisor Sign-off
Written by
Dan Sargeant
Updated over a week ago
Attach Files to Role Descriptions
Written by
Andrew Sutton
Updated over a week ago
Filter Overview
Written by
Dan Sargeant
Updated over a week ago
Adding version numbers to your procedures
Written by
Dan Sargeant
Updated over a week ago
Editing already published procedures
Written by
Dan Sargeant
Updated over a week ago
Adding editing annotation
Written by
Dan Sargeant
Updated over a week ago
Delete a Draft or Pending Review Procedure
Written by
Dan Sargeant
Updated over a week ago
Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures
Written by
Andrew Sutton
Updated this week
How do I get back to the dashboard?
Written by
Dan Sargeant
Updated over a week ago
Terms to Know: Process, Procedure, Task, Checklist
Written by
Andrew Sutton
Updated over a week ago
Dashboard Tour
Written by
Andrew Sutton
Updated over a week ago
"MailTo" templates in Way We Do
Written by
Andrew Sutton
Updated over a week ago
Setting up your default email on your device
Written by
Dan Sargeant
Updated over a week ago
Active Criteria Overview
Written by
Andrew Sutton
Updated this week
Strikethrough, Superscript & Subscript Short Cut Keys and HTML
Written by
Dan Sargeant
Updated over a week ago
Updating Checklist Instance Activity Titles
Written by
Andrew Sutton
Updated over a week ago
Conducting an Advanced Search in Way We Do
Written by
Andrew Sutton
Updated over a week ago
On time, Overdue, Confirmed, & Unconfirmed statuses
Written by
Andrew Sutton
Updated over a week ago
Checklist Instance Search and Due Dates
Written by
Andrew Sutton
Updated over a week ago
How to Copy a Procedure or Checklist
Written by
Dan Sargeant
Updated over a week ago
How to create a Procedure or Checklist Template
Written by
Dan Sargeant
Updated over a week ago
Duplicate & Template
Written by
Dan Sargeant
Updated over a week ago
Setting Conditions on Decision Points
Written by
Andrew Sutton
Updated over a week ago