Guidelines
Keep your team policies and best practices in one place
Document your best practices and policies, and keep your team aligned with clear, accessible guidelines.
Write your first guidelineFree account, no card needed. The Guidelines pack is €4.99/month, excluding VAT, and you add it in the app.
THE GUIDELINES ADVANTAGE
Write down how your team should handle the work
Write a rule down once, and everyone on the team reads the same version.
Write down your company's operating rules, standards and the way you handle common situations, and keep them where your team works. A guideline is guidance, not a procedure: it says how something should be done and leaves the steps to the person doing it.
Each guideline has an owner who keeps it up to date, and every saved change keeps the earlier version.
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Your rules in one place
Keep best practices and internal rules in one list your team can search, instead of in emails and chat threads.
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Built for clarity and consistency
Use structured fields and Markdown to write clear, consistent standards your team can follow.
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Same standards, no micromanagement
Everyone works from the same standards across projects and tasks, and adapts them to the situation at hand.
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Answers to the questions that keep coming up
Write down how to handle the situations that come up often, so the answer does not depend on who is asked.
WHEN TO USE A GUIDELINE
Set standards, not procedures
Not every document needs steps. Sometimes you only need to say how something should be done.
Guidelines help you set standards across your company, without turning everything into a procedure.
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Document internal standards
Define formatting rules, writing tone, product naming conventions, and more.
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Share best practices
Offer strategic advice on how to approach common workflows or client situations.
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Attach the rules to a project
Link a guideline to a project, so the people working on it find the rules that apply.
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Onboard with confidence
Help new teammates understand your company's way of working with clear, in-app instructions.
How to use guidelines in Enlivy
Create a guideline, write its content, then read it in the app or download it as a PDF.
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Start from the Guideline section
From the left-side menu, go to Guidelines to open the list. Click Add Guideline, then fill in the title and description, choose the kinds of records it covers (such as Contracts or Products), assign an owner and, if you like, link it to a project.
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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.
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Save and view your guideline
Once you are done writing, click Save. Your guideline appears in the Guidelines list, ready to read, share or reuse.
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Download your guideline
Download any guideline as a PDF, in the guideline’s language, to read offline or send to someone.
Your team’s rules, written down
Your internal know-how should not live in emails or be forgotten after meetings.
With Guidelines, the way your team works is written down in one place, where everyone can read it.
- Easy to update, with its history
Edit a guideline as your company changes. Every saved change keeps the earlier version, so you can see what changed.
- Linked where it matters
Label each guideline with the kinds of records it covers, such as Contracts or Products, and link it to a project so the right people find it.
- Shared with clients when you choose
Give a client or an outside collaborator access in the Customer Portal to read the guideline and, if you allow it, download it.
- Export & share as PDF
Need to collaborate outside Enlivy? Download any guideline as a PDF you can send to anyone.
Works together with
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.