Way We Do

Edit Toolbar Overview

Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures

Procedure Publishing Status Overview

Instructions for reading and understanding the version history of procedures and checklists.

Version History

How to Use the Review Tools in a Procedure while it is In Review Status

View and Edit an Existing Procedure

Where has the Activated Checklist gone? It’s missing or disappeared.

Instructions for migrating the edit toolbar to the new experience

Edit Toolbar Migration

Instructions for how to use formatting tools in comments on a procedure In Review in Way We Do

How to format Comments on a procedure In Review in Way We Do

Instructions for how to use @mentions in Way We Do

Using @mentions on a procedure In Review in Way We Do

Dan Sargeant

Jacqui Jones

Information about the 2 main workspaces where documentation lives in at Way We Do

Publish and Editing Workspaces

Find answers and get help from Intercom Support and Community Experts

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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.

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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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