The builder is one screen: steps on the left, the step you’re editing in the middle, and a phone-sized preview on the right that shows exactly what your staff will see.
Start one
- Open Handbooks in the sidebar.
- Choose New handbook.
- Give it a title in the toolbar — it saves as you type.
Add steps
Choose Add step on the left, then name it. Drag steps to reorder them; the order is the order your staff go through.
Your staff can’t jump ahead — a step opens only after every step above it is finished.
Fill a step with blocks
In the middle panel, choose Add block and pick a type:
- Text — instructions, policies, anything you’d write down.
- Photo — one or more images.
- Video — the block opens for confirmation once they’ve played it.
- File — a PDF or document to keep.
- Quiz — a question with answer choices, or a written answer. See Add quizzes and checklists.
- Checklist — items they have to tick off, one by one.
Every block takes a title and, if it helps, a short description. Blocks inside a step can be done in any order.
Check it before it’s real
- The right panel is the live mobile preview — what you see is what the phone shows.
- The play button in the toolbar runs the whole handbook the way a learner would, quizzes and all.
- Too narrow a window hides the preview. Widen the window or toggle it back on.
Nothing gets lost
- Edits save on their own. The toolbar shows Saving…, then Saved just now.
- Ctrl+Z undoes, Ctrl+Shift+Z redoes. Deleting a step or block always asks first.
- The toolbar shows the handbook’s size. Past a point you’ll see a warning suggesting you split it, and at the hard limit no new blocks can be added — existing work still saves.
Publish it
Choose Publish when it’s ready. That freezes a version your staff can be assigned to — see Publish and assign a handbook.