How Do I Get my Handbooks Updated and Delivered to My Email Automatically?
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)
- Hover over the left navigation menu and click the Handbook tab.
- Click Settings at the top-right corner of the Handbook Builder page.
- Select Update Settings from the dropdown list.
- 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)
- 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.
- Hover over the left navigation menu and click the Handbook tab.
- Locate the handbook you want to modify and click View or Edit Info on the right side of the listing.
- Click Update on the command bar in the top-right corner of the Handbook Detail page.
- 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.
- If setting a custom schedule, select the desired frequency of auto or manual handbook updates and click Save & Close.
Troubleshooting & Additional Help
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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.
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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.
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Need further assistance? Contact the Support Team for help.
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