---
title: How to add User Manuals
description: User Manuals make it easy for you to share important documents — like policies, SOPs, or training guides — directly within Helix.
---
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November 12, 2025
# How to add User Manuals
## User Manuals make it easy for you to share important documents — like policies, SOPs, or training guides — directly within Helix.
### 🌐 Overview
#### The User Manual can be tailored by branch and role, ensuring each team member has fast access to the information most relevant to their work.
---
### 🧭 Navigation
**Control Panel → User Settings → User Manual**
---
#### ***Add a Manual***
1. Click **+** (top-right).
2. **Branches:** Select one or more branches (multi-select).
3. **Name:** Enter the title shown to users (e.g., *“Pre-op Nursing SOP v2”*).
4. **Description:** Add a short summary (optional).
5. **Category:** Choose one of the following — *Operations, Human Resources, Medical,* or *Policies*.
6. **Visibility:**
- **Roles:** Select specific roles, or
- Toggle **All Roles** to make it visible to everyone.
7. **Upload File:** Attach your manual (PDF or PNG only).
8. Click **Submit** 💾 to save.
---
#### 💡 ***Tips***
- Use **clear, descriptive titles** — e.g., *“Front Desk Check-In Guide”* or *“HR Policy 2025”*.
- Keep PDFs light for faster loading ⚡.
- Replace outdated versions instead of duplicating manuals.
- Use the **Policies** category for compliance documents everyone must read.
- Review manual visibility regularly to ensure new staff have access.
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