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How can I rename or delete a document in Zoho Books?
You can rename or delete the document like receipts, attachments, etc., from the Documents module in Zoho Books.
Prerequisite: You should have enabled Documents enabled Documents for your organization in Zoho Books.
- Go to Documents on the left sidebar.
- Select the All Documents tab in the left sidebar.
- Select the file you wish to rename or delete.
- Click the Gear icon next to the Move to tab on the right sidebar.
- Click Rename or Delete.
You can press the enter or return key to confirm your renaming action.
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