Manage documents

In Business Butler you can store and manage important documents such as certificates, contracts, and licenses.

Requirements

• You are signed in as Owner or Leader of the location.
• For photos you need a camera and permission to use it.

Step by Step

Capture a document with the camera

1. Select Documents in the sidebar.
2. Tap Upload.
3. Choose Take photos.
4. Tap Capture to photograph pages.
5. Tap Use photo to keep a photo or Retake to take it again.
6. Tap Done.
7. Enter a Document Name.
8. Tap Upload.

Upload an existing PDF

1. In Documents, tap Upload.
2. Choose Select PDF file.
3. Select the file and enter a Document Name.
4. Tap Upload.

View documents

1. Select Documents.
2. Tap a document in the list to view or download it.
3. Earlier documents are shown under Previous Documents.

Delete a document

1. Tap Delete on a document.
2. Confirm with Delete.

Next Steps

• Generate and export reports
• Delete a location

Tip: Pay attention to the notes shown for certain document types, for example about keeping employment contracts.