Frequently Asked Questions

Here are some of the frequently asked questions we get:

Where is the best place to start documenting?

We always recommend starting with your Operations Manual. Start document processes that you can delegate to team members. Anything that is repeatable is a good candidate for a handbook page.

What do I do if I need to have the same information in many handbook pages?

Extract that chunk of information and make it its own handbook page, then you can reference it and link to it from the multiple places. That way, if you need to update those instructions, you only need to do it in one place.

What are some tips to follow when creating a handbook page?

Always give the handbook a strong clear title. The title should be very obvious in nature so that it's not confusing or misleading. Keep your language simple and write in an action-oriented style like "Do this. Click here. Do that.". Use information mapping whenever possible - this is where you are making wise use of bullets (ordered and unordered), accordions for collapsing options and details, screenshots and images to compliment your text.

(more questions coming soon)