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Roll out the (virtual) red carpet! It’s Way We Do’s new toolbar

Using Way We Do

We’ve had a mini-makeover!

Greetings, policy and procedure aficionados! We’re thrilled to roll out the (virtual) red carpet for our latest update – a new editing toolbar experience. Yes, you read that right. We’ve given our editing toolbar a snazzy makeover that promises to make your writing experience smoother than a perfectly frothed cappuccino.

The new toolbar retains all your trusty editing options – the bold, the italics, the underline, the rich media uploads, the tables, and the ever-dependable bullet points. Now, envision them getting a boost in user-friendliness and functionality! It’s like they’ve all been to a “functionality spa” and emerged completely rejuvenated.
Our new edit toolbar will make its debut in your account whenever you’re writing a new procedure or checklist. Any of your existing items will remain with the legacy editor. But fret not! In the coming weeks, you’ll have the chance to migrate your older content into the sweet embrace of our new editor experience.

So, what exactly awaits you in the new toolbar?

As you read on, we’ll provide an overview of the toolbar’s features, unearthing the functionality gems we think will make your day. Our goal is simple: To make your content crafting journey seamless and easy.

Paragraph and heading selection

The first feature item on the toolbar is the drop-down selection for the different text types you’re able to use. This is now a simpler experience for choosing between your standard text format – Paragraph – and five Heading-level options.

Text type selector on the toolbar

Font options

You can still use Ctrl+b, Ctrl+I and Ctrl+u to apply Bold, Italic and Underline. What’s new is you can now apply Italic and Underline to both Paragraph and Heading styles. Bold is available on Paragraph text only, because the Heading styles are already bold.Bold, italics, and underline selection on the toolbar

Bulleted and numbered lists

There are some groovy changes available with list options in the new editing toolbar.

Bulleted lists now have a three-option dropdown for you to choose from as your starting point. If you create a subordinate bullet point in your list (either by hitting Tab on your keyboard or using the Indent button), the new bullet automatically changes to distinguish the lower order list from the higher one.
If you want to choose which bullet point displays in the subordinate list, simply place your cursor to the left of the first word in the line and make your choice from the dropdown.

Bulleted list selection on the toolbar

Numbered lists now offer six different styles to choose from: decimal (1, 2, 3 ,etc.); decimal with a leading zero (01, 02, 03, etc.); Roman numerals in both upper case (I, II, III, etc.) and lower case (i, ii, iii, etc.); letters in both upper case (A, B, C, etc.) and lower case (a, b, c, etc.). These will serve all those policy and procedure documents with multiple clauses and sub-clauses.
As for Bulleted lists, if you create a subordinate list (again, by hitting Tab or by using the Indent button), the number will automatically change to differentiate between levels. And as for Bulleted lists, you can choose the numbering style for lower-level lists by placing your cursor to the left of the text and selecting from the Numbered list dropdown.

Numbered lists also have a List Properties option. This lets you choose the ‘Start at…’ position for the list – handy when you need to continue a previous list after inserting other content, like a table or different media.Numbered list selection on the toolbarIndenting and text alignment

There’s no change to the way you control the position of Paragraph and Heading text on the page. Simply use the Indent, Outdent, and Alignment buttons as normal.

Font alignment selection on the toolbar

Insert Table

One of the more exciting improvements comes in the form of inserting and formatting tables. You can now quickly and easily insert a table by clicking the Insert table icon, then dragging your mouse to select the number of columns and rows you need.
Table builder on the toolbar
Two other features that come with Tables are Column Width and Table Properties.
Setting Column Widths was a bit of a nuisance in the past. Now, all you need to do is click on the column border then drag and drop to your desired width. If you want equal column widths, highlight one of the columns then click it. All columns will lock in place until you manually set them to another position.

Column width selection

You can also adjust Table Properties right from within the table itself, with a hover that appears either at the top and bottom.
The first three options in the hover allow you to add/remove columns and rows, and to merge/split cells within the table.

Table properties

The other two options in the hover let you add borders and shading, with a range of colours to choose from. Applying to the whole table, you can now:
  • add a stylized border to the table, in a colour of your choice
  • change the table’s background color
  • change the alignment of text within the table.

Table properties

You can also apply formatting to selected cells within tables. Simply position the cursor in the cell you want to format, and:
  • add a stylized border, in a colour of your choice
  • change the cell’s background color
  • change the text alignment within the cell
  • change the vertical position of text within the cell (i.e. top, center, bottom).

Cell properties


Adding links to a URL or creating an email link is now quicker with a simple dropdown that works the same as in our legacy editing toolbar.

Link selector on the toolbar

Insert image

Images are the perfect way to make a procedure or checklist more engaging and easier to use. Visual guides provide extra context to instructions, and help to break up larger blocks of text.

To insert an image, simply click on the image icon and proceed as normal.
Insert image on the toolbar

Insert media

Inserting media in to your policies, procedures and checklists is quick and easy. It’s also the perfect way to bring relevant media from other sources into Way We Do, so your team has everything they need in one place.

To insert media, click on the Media icon in the editing toolbar and paste the link into the input field, or use the Embed code. You can insert different types of media, like:

  • video (Loom, Vimeo, YouTube, etc.)
  • forms from Google or Microsoft
  • slideshows from Google or PowerPoint (N.B. they must be “Published to the web” to retrieve the Embed code).

Insert media on the toolbar

Your inserted media will automatically fill the width of the available page. To change this, hover over the top or bottom of the item to bring up media settings.

Insert file

Insert files into a procedure or checklist that team members can download – handy for things like document templates or other information your team may need a local copy of. The Insert file function works the same way as in the legacy toolbar.

Insert attachment on the toolbar

Font size, color and background

Get creative with your Paragraph text displays using different font sizes and colors, and background colors.

Font options on the toolbar

We’ve added the option to choose font color and background color using a Hex code. This means you can choose colors from your brand palette.

Color selector
To change a color, select the Color picker on the dropdown from either the font color or font background color, then make your selection from the panel, or enter a Hex code using the Color picker.
Color picker

Additional styles

There are more ways to enhance your text using the Additional Styles icon, which gives you access to four more less commonly used formatting options.

  • Special characters: for characters like Trademark or Copyright symbols.
  • Insert code block: an option for more advanced users, this lets you for insert custom code to a page.
  • Block quote: use this to call out a section of text and differentiate it from its surrounding content.
  • Page break: create a manual break between pages of your procedures or checklists; handy for separating distinct sections of content.
Additional styles on the toolbar

Way We Do AI

Access Way We Do AI, our text generation feature, to help you quickly develop your policies and procedures.

Way We Do AI on the toolbar

Now it’s your turn!

Are you ready to jump in and explore an enhanced editing experience? Remember, it’s just for new documents right now, but we’ll update you about when you can migrate your existing content from the legacy editing toolbar.

Got any questions or feedback? Drop us a line!


Have questions?