Introduction
Before we dive in, we’d like to go over a few important housekeeping notes.
Please refrain from using this tool for internal discussions or submitting content-related edits. (This include text changes, deleting pages, rewriting sentences, inserting new subheadings, fixing grammar/punctuation, etc.)
Mobile optimization will occur last while we finalize desktop first.
Comments from multiple team members should be consolidated and be as clear as possible, with any necessary files/assets attached.
If you have any questions, feel free to view the FAQ section. Thank you for your time and cooperation in advance. We appreciate your feedback and look forward to finalizing your handbook!
Step 1: The design team will email you a unique link to review your handbook on desktop. Click the blue "Preview handbook here" button in the message.
Please note the design draft isn’t accessible through the admin dashboard, it can only be viewed using the unique link shared via email.
Step 2: You will enter the feedback feature tool. A welcome message will appear, feel free to watch the video tutorial of this. Or click the "Start commenting" button to begin.
You’re welcome to revisit the video or support article at any time by clicking the blue "?" icon in the top navigation bar.
Step 3: Ensure you are logged in before commenting.
If you are not yet logged in, click anywhere on the screen to trigger the sign-in pop-up. You can sign in using your email or continue as a guest.
Step 4: To navigate your handbook, simply scroll through the pages or use the Table of Contents menu in the top-left corner.
Step 5: If you come across a page that requires a design change, click on the specific area to leave a comment. Once filled out, click the "Add" button to post it.
Please be as descriptive and specific as possible:
✅ Good example: “Replace this photo with the attached image.”
❌ Vague example: “We don’t like it.” (This does not provide enough information for our team to make the necessary adjustments.)
→ 5a) Attach any corresponding assets by clicking "Add files/images".
Please ensure the file type will be accepted and remains under 10MB.
→ 5b) If there is feedback that applies to multiple pages, you can check the "Comment applies to all pages" box to mark this as a global change.
Popular examples include:
“Replace all red background colours with black.”
“Change all page titles to uppercase.”
Step 6: Once all design feedback is finalized, click the orange "Submit Feedback" button in the top-right corner.
This step is essential to officially close out the feedback round.
Step 7: A pop-up will ask you to acknowledge and confirm before you submit it to the design team. Check the box and click the "Close Feedback Round".
Step 8: Then you will receive a confirmation email. Next, the design team will work on the changes and send you another email when Round 2 is ready. Then the process will repeat.
Please note an updated draft will be provided within 3-5 business days. If the design team has any questions or requires clarification, we will reach out directly.
FAQ
How do I submit feedback comments for mobile view?
How do I submit feedback comments for mobile view?
Mobile optimization will occur last, so please only review the handbook on desktop for now. We will reach out separately via email once we enter the mobile stage.
What is considered a "content-related" change? Why can't I submit any?
What is considered a "content-related" change? Why can't I submit any?
We only accept design-related comments, such as visuals/aesthetics, at this stage. Content edits that differ from your original document upload will not be accepted. This includes text changes, deleting pages, rewriting sentences, inserting new subheadings, fixing grammar/punctuation, etc.
For context, the design team isn’t permitted to make any content changes that differs from the original upload as it's already been signed off and approved. Your team will have full access to the handbook at the end to make any needed edits.
Can I make my own content-related changes now?
Can I make my own content-related changes now?
You will receive handbook access at the end, after design is approved. We will provide you with the next steps and a training call on how to use the editor.
Important note: If this is an immediate concern, please contact your designated Customer Success team member.
Can I request to combine/move pages in the handbook?
Can I request to combine/move pages in the handbook?
Yes to both. Combining pages may be tricky, so we please ask that you clearly outline which page(s) are to be combined, and then provide what the new page title should appear as in the Table of Contents menu.
Important note: If the design team feels your request heavily affects the original handbook setup, we may put the design on pause and have our Customer Success Team member reach out to you. We will defer to them to work with you and revisit the handbook for the best next steps.
Can I delete comments that aren't my own?
Can I delete comments that aren't my own?
Unfortunately, you're only able to delete your own comments. If there are comments you cannot delete, we suggest reaching out to those team members and asking them to remove their comments.
If that is not feasible, you can reply in the thread post with a message similar to "Please ignore this" and the design team will be sure to omit it.
I have many photos to submit but they're too large to attach. Who can I send this to?
I have many photos to submit but they're too large to attach. Who can I send this to?
Please reach out to the design team and we can create a shared Google Drive folder for you to drop any assets into. Alternatively, you can try sending it via email or using a free transfer service like WeTransfer.
I have the same type of feedback comments to make throughout the handbook. Is there an "overall general" comment I can post?
I have the same type of feedback comments to make throughout the handbook. Is there an "overall general" comment I can post?
Yes, you can submit global changes. If a change applies to multiple pages, you can check the "Comment applies to all pages" box.
How many rounds of feedback do I get?
How many rounds of feedback do I get?
Depending on what timeline was discussed with your designated Customer Success team member, it may vary between 1 to 3 rounds. There is an unlimited number of feedback comments allowed within any round. A round closes once feedback is officially submitted through our system.
When can I expect to receive an updated handbook draft?
When can I expect to receive an updated handbook draft?
The turnaround time for design changes is 3-5 business days.
I accidentally already closed out the feedback round, but can I still add comments or attachments?
I accidentally already closed out the feedback round, but can I still add comments or attachments?
No, once you close out the feedback round, you won't be able to access the feedback feature anymore. Please contact the design team ASAP via email and we will review. You can always submit them in the next round!