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Multiple Handbooks / Documents
Multiple Handbooks / Documents

How to create and manage multiple handbooks or documents

Tom O'Dea avatar
Written by Tom O'Dea
Updated over 8 months ago

In some situations, you might need to create one or more handbooks in addition to your core employee handbook.

Wait: Do You Really Need One?

Are you working on your employee handbook? Before you make a new document, we encourage you to first read up on Blissbook's personalized content functionality. It's often the best solution for producing different content for different groups of people because it's easier and less error-prone to maintain and share 1 handbook for all employees than it is to maintain multiple documents.

In some scenarios, personalized content may not work and you'll want to create a separate handbook/document:

  • You have another document for which you must collect a separate acknowledgement (e.g. Drug and Alcohol Testing, Timekeeping, Harassment, etc.)... in this scenario, keep in mind that you have other options for making a piece of content extra-important like changing the look and feel of a policy or specifically calling it out in your acknowledgement message.

  • This other content has a different set of collaborators/editors and you want to keep them separate.

  • The content of the new document is much different than your existing ones, usually because it's for an office in a different region of the country or world with different laws and/or culture.

  • You want to create a separate handbook in a foreign language.

Does one of these scenarios apply? Here's how to create multiple documents.

Creating a New Document

Brand New

On your Blissbook Document Library, you'll see a list of all of your current handbooks & documents. Click the + Create a Document button to create a new one from scratch:

Clone an Existing Handbook

If you like the design and/or content of an existing handbook/document, you can clone it to get a head start. When you clone a document, you'll be cloning its draft version. Click the dropdown menu next to the gray Edit Draft button and choose Clone.

Employee Access

Once you launch a second document, your Audience Dashboard will be turned on. This is a "home" page for your audience (e.g. employees) where they can see all the documents they have access to, search across them, and more. Learn more here.

People accessing your root domain (https://yourcompany.blissbook.com) will see the Audience Dashboard if they have access to multiple documents.

When someone is viewing one of your documents, if they have access to another document, they'll see a dropdown menu at the top of their table of contents that lists all of the documents they have access to. From there, they can switch between documents.

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