Blissbook

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

Choose a language, language preferences, languages in sections

Set the Language of Sections within a Document

Updating or setting the language on a document

Handbook Language Settings

Groups; personalized content; how to use groups; how to create, edit or delete groups; how to add or remove someone from a group

Groups

Why you might need to use the Edit Nav Title Function, text sections and title sections

Edit Nav Title

Export a Draft document or Text Sections to Word; aka create a word document from Blissbook content

Export to a Word Document

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

What are Org Friends? Why and how to edit Org Friends and when you should add them.

Org Friends

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

Unarchive a User

How to delete a document. Remove a document. Delete a handbook. Remove a handbook.

Delete 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

Going back in time. Viewing old versions. Version History. Publication history.

Can I see old versions of my policies?

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

Document Compare / Whole Doc Redline

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 the new Saved Segments feature, allowing you to simplify reporting, adding audiences, and more.

Saved Segments

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

Custom Fields

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

Tom O'Dea

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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