You can set up your handbooks to be automatically updated and delivered to your email based on a schedule that works for you. This can be configured at either a universal level (for all handbooks) or on an individual basis (for specific handbooks).

Setting Up Universal Update Preferences (Applies to All Handbooks)

1. Hover over the left navigation menu and click the Handbook tab.
2. Click Settings at the top-right corner of the Handbook Builder page.
3. Select Update Settings from the dropdown list.
4. Configure your preferred auto-update frequency:
   • Daily (Auto-update all handbooks every day)
   • Monthly (Auto-update all handbooks on last Thursday of every month)
   • Quarterly (Auto-update all handbooks on last Thursday of every quarter)
     
   • Manual (Choose this ONLY if you want to review and apply updates yourself)
5. Click Save & Close to apply the settings.

📌 These settings will apply to all handbooks unless an individual handbook has custom preferences enabled.

Setting Up Individual Handbook Update Preferences

If you want to override the universal settings for a specific handbook, you can customize its update frequency.

1. Hover over the left navigation menu and click the Handbook tab.
2. Locate the handbook you want to modify and click View or Edit Info on the right side of the listing.
3. Click Update on the command bar in the top-right corner of the Handbook Detail page.
4. In the pop-up window:
   • Enable the Same as General Settings toggle if you want this handbook to follow the universal update settings.
   • Disable the Same as General Settings toggle to configure a custom update schedule just for this handbook.
5. If setting a custom schedule, select the desired frequency of auto or manual handbook updates and click Save & Close.
   

Troubleshooting & Additional Help

• Not receiving handbook update emails?

  • Ensure handbook update email notifications are enabled in your notification settings. For more details, see How Do I Customize Email Notifications?
  • Check your spam or junk folder in case emails are being filtered incorrectly.

• Want to manually update your handbook instead? Just choose Manual when selecting the update frequency in the instructions above. See How Do I Update a Handbook Manually?  for guidance on manually reviewing and applying updates to your handbook.

• Need further assistance? Contact the Support Team for help.