Documents in Biznsbook: An Overview
What the Documents module covers — library, approvals, reminders, versioning, templates, OCR assist, and e-signatures.
Upload a Document
How to upload a file to the Documents library with metadata, category, and optional OCR field suggestions.
Work with the Document Library
How to search and filter the Documents library by category, status, entity, and expiry.
Manage Document Details and Versions
How to review document details, approve or reject, archive, delete, and upload a new version.
Set Up Categories and Reminders
How to define document categories, expiry and approval rules, and category- or document-level reminders.
Use Templates and Generate Documents
How to create HTML document templates with placeholders and generate PDF documents into the library.
Request E-Signatures
How to create, track, remind, and certify electronic signature requests on Documents.
Documents Permissions and Troubleshooting
What each Documents permission unlocks, and fixes for missing menus, reminders, and signature issues.