BusinessDocs User Guide
Learn how to create, manage, and download professional business documents in seconds.
Creating Documents
You can create 8 types of documents (Invoices, Quotes, Receipts, etc.) without even signing up.
Home Page
Route: /
- Select the type of document you need.
- Click "Create a Document" to start from scratch.
- View the "How it Works" section for a quick overview.
The Generator
Route: /a/generator/
- Fill: Use the left-side form for business, customer, and item details.
- Preview: See live updates on the A4 document on the right.
- Download: Click "Download PDF" or "Print" to save your work.
- Save: If logged in, click "Save to My Documents" to keep a copy.
Managing Your Account
User Dashboard
Route: /a/dashboard/
Your central hub for a quick look at your business health.
- See total documents created and recent activity.
- Quickly access your most recent files for editing or downloading.
My Documents List
Route: /a/my_documents/
A complete library of every document you have saved.
| Action | Description |
|---|---|
| Search & Filter | Find docs by type, customer name, or document number. |
| Edit/Duplicate | Open a saved document to update it or create a copy. |
| Delete | Remove old or incorrect documents permanently. |
Customers
Route: /a/customers/
Save customer contact info to save time when generating documents.
- Add new customer names, emails, and addresses.
- Edit existing details when they change.
- Deleting a customer won't remove their past documents.
Business Profile
Route: /a/business_profile/
Setup your business once; we’ll pre-fill it every time you create a new doc.
- Upload your Business Logo.
- Set your default address, tax number, and website.
- Update your information any time.
Need to start over? Go to the Generator