Enlivy

Guidelines

Included in Guidelines €4.99

Document best practices and policies in one place. Keep your team aligned with clear, accessible guidelines.

Start Today
Guidelines

THE GUIDELINES ADVANTAGE

Turn Internal Knowledge into Actionable Standards

Document once. Keep everyone aligned.

Easily document and share your company's strategies, operational rules, and internal guidelines. Keep your team aligned with consistent standards that improve collaboration, reduce misunderstandings, and support day-to-day decisions, all in one place.

Guidelines are clear, flexible instructions that help your team understand best practices and make consistent decisions. When everyone understands the rules of the game, your team moves faster and works smarter.

  • Make your know-how accessible and useful

    Centralize best practices and internal rules so your team works smarter, not harder.

  • Built for clarity and consistency

    Use structured fields and Markdown to write clear, consistent standards your team can follow.

  • Same standards, no micromanagement

    Everyone applies the same standards across projects and tasks, while adapting to context and staying aligned with company values.

  • A reliable framework

    A dependable way to handle common scenarios and challenges, the same way every time.

WHEN TO USE A GUIDELINE

Set Standards, Not Procedures

Not every document is a step-by-step. Sometimes you just need to share smart ways of working.

Guidelines help you set standards across your company, without turning everything into a procedure.

  • Document internal standards

    Define formatting rules, writing tone, product naming conventions, and more.

  • Share best practices

    Offer strategic advice on how to approach common workflows or client situations.

  • Support new teammates

    Attach guidelines directly to projects or modules so everyone knows how things should be done.

  • Onboard with confidence

    Help new teammates understand your company's way of working with clear, in-app instructions.

How to Use Guidelines in Enlivy

Document best practices in minutes. Share with confidence.

  1. Start from the Guideline Section

    From the left-side menu, go to Guidelines to access your dashboard. Click Add Guideline, then fill in the title, description, target entity (like Contracts, Projects, or Products), assign an owner, and optionally link it to a project.

  2. Define Your Structure and Add Content

    Create the content for your guideline using either plain text or Markdown. This flexibility lets you format your instructions, add links, and structure the information in a way that is easy to read and follow.

  3. Save and View Your Guideline

    Once you are done writing, hit Save. Your guideline is listed in the dashboard, ready to view, share, or reuse.

  4. Download Your Guideline

    Download any guideline as a PDF anytime, for offline access or documentation. A clean, well-structured document ready to share.

Keep Knowledge Flowing, Keep Teams Aligned

Your internal know-how shouldn’t live in emails or be forgotten in meetings.

With Guidelines, you build a long-lasting knowledge base that keeps your team efficient, compliant, and always on the same page.

  • Reusable & Easy to Update

    Create once, reuse forever. Edit as your company evolves without recreating content.

  • Linked Where It Matters

    Attach guidelines to specific entities like Contracts, Projects, or Products for contextual access.

  • Consistency Across Teams

    Align everyone on the same rules, formats, and expectations, from onboarding to execution.

  • Export & Share as PDF

    Need to collaborate outside Enlivy? Download any guideline as a clean, shareable PDF.

Works together with