Documents - BizBone

Add a Document

1

Navigate to Documents

PM D Navigate

2

Select Add

PM D Add

3

Select a document type

PM D Add Type

4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Move Documents

1

Select a document

PM Doc Select

2

Select Move To

PM D Move To

3

Select a folder

PM D Move C

Select Move here to complete or Cancel to exit without saving changes.

Modify a Document

1

Select an action

PM D Act

Edit: Select the edit icon to update an existing entry
Delete: Select the trash icon to delete an existing entry.
Download: Download will start automatically after selection.

2

Confirm the action

Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.