Adding a Guideline

A Guideline in Enlivy is a structured, reusable document designed to provide best practices, internal procedures, or specific instructions related to various entities within the platform, such as invoices, bank accounts, contracts, projects, and more.

Unlike playbooks, which are step-by-step procedural walkthroughs, guidelines are strategic or instructional references.

They help teams align on standards, ensure consistency, and share internal knowledge that improves daily operations.

When to Use a Guideline

Use a guideline when:

• You want to document standards or best practices for working with a specific type of entity (e.g. how to fill in product descriptions, how to write invoice notes, how to structure contracts).
• You need a central place to share internal rules or formatting conventions.
• You want to attach helpful, non-procedural context to various modules of Enlivy.

Getting to the Guidelines Section

To add or manage guidelines:

1. From the main left-side menu, go to Guidelines.
2. This opens the Guideline Dashboard, where you can:
   • View existing guidelines
   • Add a new guideline
   • Reuse, edit or delete an existing one

Fields in a Guideline

When creating or editing a guideline, you’ll be prompted to complete the following fields:

• Title – The name of the guideline (e.g., “How to Structure a Playbook”).
• Description – A short explanation of the guideline’s purpose, audience, and what it aims to standardize.
• Target Entities – Choose where this guideline applies (e.g., Invoice, Product, Project, Playbook, Contract, Bank Account). This helps attach guidelines to the relevant modules.
• Guideline Language – Select the language or locale for the guideline (e.g., English, Romanian).
• Project (Optional) – Assign the guideline to a specific project for better organization and filtering.
• Owner – Select the person/user that owns the guideline.
• Content – A rich text editor supporting Markdown, allowing headings, paragraphs, ordered/unordered lists, and formatting for clarity and structure.

Autosave Feature

Guidelines are automatically saved as drafts while you add or edit them. If you leave the page or get disconnected, you’ll be able to restore your latest draft the next time you return.

Revisions Feature

Every time a guideline is edited, a revision is saved automatically. The Revisions feature keeps a list of all changes, including:

• The user who made each revision
• The date and time of the change

You can click on any entry to open the Revisions tab, where you’ll see the full history of edits made to the guideline.

Example – Adding a Guideline

The following screenshots illustrate the required fields when adding a guideline, as well as the final layout of a published guideline.