Files

Table of contents

Files gives you a central place to store and retrieve certificates, photos, inspection reports, and any other supporting documents. Find it in the sidebar under Business → Files. Available if the Files module is on for your account.

Uploading files

1. Go to Business → Files.
2. Drag and drop files onto the upload area, or click it to browse. Accepted formats: images, PDF, DOCX, DOC, CSV. Maximum size per file: 25 MB.
3. A progress bar appears for each item while it uploads. You can Cancel an in-progress upload or Retry one that failed.
4. Once uploads finish, click Clear completed to tidy the queue.

Finding files

• Use the Search files box to filter by file name.
• Use the Tags dropdown to filter by one or more tags.
• Use the Departments dropdown to show only files assigned to specific departments.

Tagging files

Tags help you group and filter related documents (for example: “Allergen cert”, “Audit 2024”).

1. In the Tags column, click the tag area on any row.
2. Type a new tag or choose an existing one from the suggestions.
3. Tags save automatically.

Assigning files to departments

You can restrict a file so it’s only visible to one or more departments.

1. Click the Departments cell on any row.
2. Select the relevant departments and click Save.
3. Files with no department assigned are visible to everyone.

Previewing and downloading files

• Click a file name to open a preview panel. Images display inline; PDFs open with page navigation and zoom controls.
• Use Prev file / Next file (or the left/right arrow keys) to step through the filtered list.
• Click the download icon in the preview panel, or open the row’s ⋯ menu and choose View or Download.

Bulk actions

1. Tick the checkboxes on the rows you want, or click Select all visible to grab the full filtered list.
2. Click Download to save all selected files.
3. Click Delete to remove all selected files — this cannot be undone.