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  • Knowledge Base

Getting Started (2)

  • What does a successful Playbook look like?
  • PlaybookBuilder Overview

View all 2 articles

Playbook Creation (8)

  • Closed Captioning
  • Create a Playbook Using A Template
  • Changing the order of Playbooks, Process, Steps and Assets
  • How to Feature Videos on your Landing Page
  • Creating Quizzes / Forms
  • Gated Access Feature

View all 8 articles

Settings (5)

  • Navigation Manager
  • Setting Time Zones
  • Locating API Key
  • Terms and Conditions Pop-Up
  • Custom Terms and Conditions

View all 5 articles

User Management (4)

  • Setting User Access Expiration Date
  • How to Add a New User
  • User Dashboard
  • User File Upload and Notes for Admins

View all 4 articles

Teams (1)

  • Teams Management

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Communications (4)

  • Account-wide Announcements
  • How to Send an Alert
  • Create Automated Emails/SMS Texts
  • Alerts to Users Who Haven't Logged In Yet

View all 4 articles

Playbook Management (2)

  • The "ALL PLAYBOOKS" Area
  • Using the File Manager

View all 2 articles

Payments Function (3)

  • One-Time Fees
  • Enabling Customer Payments Add-on
  • Adding a Product

View all 3 articles
  • Getting Started
    • What does a successful Playbook look like?
    • PlaybookBuilder Overview
  • Playbook Creation
    • Closed Captioning
    • Create a Playbook Using A Template
    • Changing the order of Playbooks, Process, Steps and Assets
    • How to Feature Videos on your Landing Page
    • Creating Quizzes / Forms
    • Gated Access Feature
    • Task List Widget
    • Version Management Feature
  • Settings
    • Navigation Manager
    • Setting Time Zones
    • Locating API Key
    • Terms and Conditions Pop-Up
    • Custom Terms and Conditions
  • User Management
    • Setting User Access Expiration Date
    • How to Add a New User
    • User Dashboard
    • User File Upload and Notes for Admins
  • Teams
    • Teams Management
  • Communications
    • Account-wide Announcements
    • How to Send an Alert
    • Create Automated Emails/SMS Texts
    • Alerts to Users Who Haven't Logged In Yet
  • Playbook Management
    • The "ALL PLAYBOOKS" Area
    • Using the File Manager
  • Payments Function
    • One-Time Fees
    • Enabling Customer Payments Add-on
    • Adding a Product