> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt > Use this file to discover all available pages before exploring further. # Documents Manage customer-related documents and folders. Supports creating folders, uploading documents, organizing files, and maintaining contract documentation. ## Add a Folder or Document CRM D Nav CRM D Add CRM D Add Type Select **Save** to complete or **Cancel** to exit without saving changes.  ## **Edit, Download, or Delete a Document** CRM D Action Only document downloads are supported. To download a file within a folder, open the folder and download the file individually. * **Edit**: Select **Save** to complete or **Cancel** to exit without saving changes. * **Download**: Download will start automatically after selection. * **Delete**: Select **Delete** to complete or **Cancel** to exit without saving changes. ## Move a Document or Folder CRM D Select CRM D Move CRM D Move S CRM D Move C Select **Move here** to complete or **Cancel** to exit without saving changes.