Blissbook

Restrict a document's (or policy's) audience to managers using a Saved Segment or custom field.

Restricting content access to just managers

How document audiences, signature rounds, and automated invitation emails connect. What happens automatically when new employees are added via sync or manually.

How audiences, signature rounds, and automated invitations work together

Creating and Editing tables in Blissbook just got easier!

Create & Edit Tables

Multiple Languages, Languages in Documents, How to use Language Features

Language Features: Using Multiple Languages in Blissbook

Updating or setting the language on a document

Handbook Language Settings

Personalized content; employee metadata & demographic information. Related to groups.

Custom Fields

Use Groups to label people in your audience so you can target personalized content and filter reports by who someone is.

Group people in your audience for targeted content and reporting

Override a section's display name in the table of contents - useful for acronyms or all-caps labels that the editor's defaults won't allow.

Change the name a section shows in the table of contents

Export a document or policy from Blissbook to Word or PDF.

Export your Content to Word or PDF

Custom Fonts, Uploading Customer Fonts, Uploading Fonts, Font Uploads

How to Upload Custom Fonts

Duplicate a section, duplicate title headers, duplicate chapters

Duplicating a Section or Chapter in Blissbook

Manual Signatures, Recording Signatures, Recording Outside Signatures

Recording Offline Signatures

Editor help, features in the editor, how to use our editor, text sections and chapter titles

Using the editor and the • • • menu button

Org Friends are people added to your Blissbook account who aren't employees - typically contractors. How to add, manage, and promote them.

People who aren't your employees (Org Friends)

How to unarchive someone from your organization. Restore archived user. Show archived.

Unarchive a User

Permanently delete a handbook or document from Blissbook using the Danger Zone on the document's settings panel.

Delete or archive a document

Embed a PDF in your handbook or document. Upload a PDF in your handbook or document.

Upload/Embed a PDF

Your audience dashboard is what your users see when they go to your root domain and have access to more than one handbook or document.

Audience Dashboard

Need another handbook that you want to look like an existing one? Clone it.

How to copy or clone an existing handbook / document

Share with a specific audience, let anyone who knows the link see it, or both.

Sharing a Live Handbook

So, you changed your handbook. Here's how to communicate those changes with employees!

Communicating Changes

Annotate changes to keep employees in the loop with new content

Annotations

How to ask your audience to sign a new acknowledgement (even if they've signed one before).

New Signature Rounds

What does setting a deadline on your signature round do?

Signature Round Due Dates / Deadlines

Include employees' managers in your compliance process. Notify them about missing signatures, allow them to see employees' handbooks, & more

Automated Manager Escalation

If you're interested in printing your handbook or turning it into a PDF, this is the article for you.

Print Your Handbook

View old versions of a document, its sections, and policies using version history and revision history.

View old versions of your content

What each role at the organization, team/teammate, and document levels can access and do.

Role-Based Access Control (RBAC)

How to create and manage multiple handbooks or documents

Multiple Handbooks / Documents

See what has changed from one version of a document to another without looking at each individual section's version history

Compare two versions of a document

How to manage employees who are on leave in Blissbook, so that they aren't being reminded or asked to sign documents while they're out.

Handling Employees who are On Leave

Bundle up groups using Saved Segments, allowing you to simplify reporting, add audiences, and more.

Reuse audience filters with Saved Segments

Exclude, filter, or remove people from certain parts of Blissbook or altogether.

Exclude or Filter people out of Blissbook

Give a document version a custom name so it's easy to identify.

Name a Document Version

Describe a document to help users understand what it is at a glance

Document Descriptions on Audience Dashboard

How to revert content back to historical versions

Revert Content

How to export your employees or people to a csv file

Export Your People List

Follow the steps in this article to archive or delete a document

Archive or Delete a Document

Tom O'Dea

Diane Marshall

Angeli Pacatang

General information to help you get the most out of Blissbook

Using Blissbook

Go to blissbook.com

Sign in to Blissbook

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.