Create your Business Operation Document from scratch

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Here's how it works

01. Start with a blank Business Operation Document
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Business Operation Document in seconds via email or a link. You can also download it, export it, or print it out.

Create Business Operation Document from the ground up with these comprehensive guidelines

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Step 1: Start off by launching DocHub.

Begin by registering a free DocHub account using any offered sign-up method. Simply log in if you already have one.

Step 2: Sign up for a free 30-day trial.

Try out the entire suite of DocHub's pro tools by signing up for a free 30-day trial of the Pro plan and proceed to craft your Business Operation Document.

Step 3: Create a new empty doc.

In your dashboard, choose the New Document button > scroll down and choose to Create Blank Document. You will be taken to the editor.

Step 4: Organize the document’s view.

Use the Page Controls icon indicated by the arrow to toggle between two page views and layouts for more flexibility.

Step 5: Start inserting fields to create the dynamic Business Operation Document.

Navigate through the top toolbar to add document fields. Insert and format text boxes, the signature block (if applicable), insert images, etc.

Step 6: Prepare and customize the incorporated fields.

Organize the fields you incorporated based on your preferred layout. Modify each field's size, font, and alignment to make sure the form is user-friendly and neat-looking.

Step 7: Finalize and share your document.

Save the ready-to-go copy in DocHub or in platforms like Google Drive or Dropbox, or create a new Business Operation Document. Send out your form via email or utilize a public link to reach more people.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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While these vary for different industries and businesses, business operations typically include marketing, sales, and service. For certain companies, they might also include product, manufacturing, and order management.
Building a Business Operating System for your Company Identify your company values. Set goals for your company and teams. Create structure for you teams. Establish business processes for each team. Decide on systems for each of your teams. Clearly define roles. Match the talent with best-fit roles.
Step 1: Identify the Need for the Document. Step 2: Know Your Audience. Step 3: Plan the Structure. Step 4: Use Clear and Concise Language. Step 5: Incorporate Visuals. Step 6: Format Properly. Step 7: Edit and Proofread. Step 8: Get Feedback.
How to create an operations strategy (8 steps) Define your objectives. Get to know your audience. Develop a deep understanding of your team. Evaluate current processes. Build actionable strategies and workflows. Align operations with go-to-market. Allocate resources. Implement and monitor.
Here are the steps to follow: Create an outline for your manual. Add important information about your company. Map out your company hierarchy. Set out job descriptions and contact details for each role. Describe every business process. List your company policies. Add information about emergency procedures.
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Related Q&A to Business Operation Document

5 steps to making an operational plan Start with a strategic plan. If you havent already, create a strategic plan first. Narrow down your scope. Identify key stakeholders. Create the plan. Share and update your operational plan.
Getting started with business operations Make a commitment. Decide on your model and teams. Find your business operations champion. Perform an operations audit and start hiring. Build a road map. Get to work.
How to document a process Identify the process. First, identify the process you are documenting. Place boundaries. Document the start and end points of the process. List the expected result. Detail the inputs. Walk through the process. Determine who is involved. Utilize your process documentation system.

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