[{"data":1,"prerenderedAt":120},["ShallowReactive",2],{"help-article-files-management":3,"help-articles-nav":10},{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"content":9},"files-management","Admin","Files Management","Learn how to upload, organise, and manage important documents for your food business using Forkto's Files section.","2026-03-18T00:00:00.000Z","\u003Cp>The Files page in Forkto gives you a central place to store and manage important documents for your business — things like certificates, policies, supplier agreements, or any other files your team needs access to.\u003C/p>\n\u003Ch2>Overview\u003C/h2>\n\u003Cp>When you open the \u003Cstrong>Files\u003C/strong> page, you’ll see:\u003C/p>\n\u003Cul>\n\u003Cli>A \u003Cstrong>header\u003C/strong> showing the total size of all your uploaded files (e.g., “Your Files (12.5 MB)”).\u003C/li>\n\u003Cli>\u003Cstrong>Filters\u003C/strong> — a search bar to find files by name, and a tag filter dropdown to filter by tag.\u003C/li>\n\u003Cli>A \u003Cstrong>file table\u003C/strong> listing all uploaded files with columns for File Name, Upload Date, Size, Tags, Departments, and actions.\u003C/li>\n\u003Cli>An \u003Cstrong>Upload\u003C/strong> section at the bottom for adding new files.\u003C/li>\n\u003C/ul>\n\u003Cp>Files are sorted by upload date, newest first.\u003C/p>\n\u003Ch2>Uploading a File\u003C/h2>\n\u003Cp>To upload a new file:\u003C/p>\n\u003Col>\n\u003Cli>Scroll to the \u003Cstrong>Upload\u003C/strong> section at the bottom of the page.\u003C/li>\n\u003Cli>Click the file input and select a file from your device.\u003C/li>\n\u003Cli>The file uploads automatically. You’ll see a success message once it’s done.\u003C/li>\n\u003C/ol>\n\u003Cp>\u003Cstrong>Accepted file types:\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>Images (JPEG, PNG, etc.)\u003C/li>\n\u003Cli>PDF documents\u003C/li>\n\u003Cli>Word documents (.doc, .docx)\u003C/li>\n\u003Cli>CSV files\u003C/li>\n\u003C/ul>\n\u003Cp>Files are uploaded one at a time.\u003C/p>\n\u003Ch2>Viewing and Previewing Files\u003C/h2>\n\u003Cp>The file table shows each file’s name, when it was uploaded, its size, and any tags or department assignments.\u003C/p>\n\u003Cp>To preview a file:\u003C/p>\n\u003Col>\n\u003Cli>Click the \u003Cstrong>preview button\u003C/strong> (eye icon) on the file row.\u003C/li>\n\u003Cli>A modal opens showing the file content:\n\u003Cul>\n\u003Cli>\u003Cstrong>Images\u003C/strong> are displayed at full width.\u003C/li>\n\u003Cli>\u003Cstrong>PDFs\u003C/strong> open in a viewer with page navigation (Previous/Next buttons and a page counter).\u003C/li>\n\u003Cli>Other file types will show a “File cannot be displayed” message — use the download option instead.\u003C/li>\n\u003C/ul>\n\u003C/li>\n\u003C/ol>\n\u003Ch2>Downloading a File\u003C/h2>\n\u003Cp>To download a file to your device:\u003C/p>\n\u003Col>\n\u003Cli>Click the \u003Cstrong>download button\u003C/strong> (downward arrow icon) on the file row.\u003C/li>\n\u003Cli>The file will be saved to your device.\u003C/li>\n\u003C/ol>\n\u003Ch2>Organising Files with Tags\u003C/h2>\n\u003Cp>Tags help you categorise and find files quickly. A file can have multiple tags.\u003C/p>\n\u003Cp>To manage a file’s tags:\u003C/p>\n\u003Col>\n\u003Cli>Click \u003Cstrong>‘Manage’\u003C/strong> in the Tags column for the file.\u003C/li>\n\u003Cli>In the modal, you can:\n\u003Cul>\n\u003Cli>\u003Cstrong>Add a new tag\u003C/strong> — type a tag name and add it.\u003C/li>\n\u003Cli>\u003Cstrong>Add an existing tag\u003C/strong> — select from tags already used across your workspace.\u003C/li>\n\u003Cli>\u003Cstrong>Remove a tag\u003C/strong> — click the remove button next to any assigned tag.\u003C/li>\n\u003C/ul>\n\u003C/li>\n\u003C/ol>\n\u003Cp>To filter files by tag, use the \u003Cstrong>tag filter dropdown\u003C/strong> in the filters section at the top of the page.\u003C/p>\n\u003Ch2>Department Assignment\u003C/h2>\n\u003Cp>If your account has the Departments feature enabled, files can be assigned to specific departments. This controls which team members can see each file.\u003C/p>\n\u003Cul>\n\u003Cli>By default, files are visible to \u003Cstrong>all departments\u003C/strong>.\u003C/li>\n\u003Cli>Admins can click \u003Cstrong>‘Edit’\u003C/strong> in the Departments column to assign a file to one or more specific departments.\u003C/li>\n\u003Cli>Non-admin users will only see files assigned to their department, plus any files with no department restriction.\u003C/li>\n\u003C/ul>\n\u003Ch2>Deleting a File\u003C/h2>\n\u003Cp>To permanently remove a file:\u003C/p>\n\u003Col>\n\u003Cli>Click the \u003Cstrong>actions menu\u003C/strong> on the file row.\u003C/li>\n\u003Cli>Select \u003Cstrong>‘Delete’\u003C/strong>.\u003C/li>\n\u003Cli>Confirm when prompted.\u003C/li>\n\u003C/ol>\n\u003Cp>\u003Cstrong>Note:\u003C/strong> This permanently deletes the file and cannot be undone.\u003C/p>\n\u003Ch2>Auditor Access\u003C/h2>\n\u003Cp>If your account has the \u003Cstrong>Auditor\u003C/strong> role, you can view and download files but cannot upload, delete, or manage tags.\u003C/p>\n\u003Chr>\n\u003Cp>Keep your files organised with tags and department assignments so your team can quickly find the documents they need. Upload certificates, policies, and compliance documents here for easy access across your business.\u003C/p>\n",[11,16,21,26,31,36,41,43,48,53,58,63,68,73,78,83,88,93,98,104,110,115],{"id":12,"category":5,"title":13,"description":14,"lastUpdated":8,"excerpt":15},"allergens","Allergen Management","Learn how to manage allergen information for your menu items and generate allergen matrix reports in Forkto.","\nThe Allergens page in Forkto lets you track which of the 14 major allergens are present in your menu items. You can view your allergen data as a matr...",{"id":17,"category":5,"title":18,"description":19,"lastUpdated":8,"excerpt":20},"audits","Audits","Learn how to create, perform, and score internal and external audits in Forkto.","\nThe Audits feature in Forkto lets you perform structured audits of your business — covering hygiene, structural, and management standards. You can re...",{"id":22,"category":5,"title":23,"description":24,"lastUpdated":8,"excerpt":25},"check-form-builder-management","Check Form Builder & Management","Learn how to create, manage, and customise check forms for your food business using Forkto's Check Form Builder.","\nThe Check Form Builder lets you create custom digital forms for operational checks in your business — things like opening checklists, cleaning schedu...",{"id":27,"category":5,"title":28,"description":29,"lastUpdated":8,"excerpt":30},"clock-in-clock-out","Clock In / Clock Out","Learn how to track working hours using Forkto's Clock In / Clock Out feature for accurate time management.","\nThe Clock In / Clock Out feature in Forkto lets your team record their working hours. Staff clock in at the start of a shift and clock out when they ...",{"id":32,"category":5,"title":33,"description":34,"lastUpdated":8,"excerpt":35},"complaints","Complaints","Learn how to log, track, and resolve supplier complaints in Forkto.","\nThe Complaints feature in Forkto lets you log and track complaints against suppliers when there's an issue with a meat delivery. You can document the...",{"id":37,"category":5,"title":38,"description":39,"lastUpdated":8,"excerpt":40},"departments","Departments","Learn how to create and manage departments to organise your team and control access to data in Forkto.","\nDepartments in Forkto let you organise your team into groups — such as Kitchen, Front of House, or Production. Departments control which data team me...",{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"excerpt":42},"\nThe Files page in Forkto gives you a central place to store and manage important documents for your business — things like certificates, policies, su...",{"id":44,"category":5,"title":45,"description":46,"lastUpdated":8,"excerpt":47},"intakes","Intakes","Learn how to book in meat, ingredients, packaging, and deliveries using Forkto's intake system.","\nIntakes in Forkto are how you record goods arriving at your business. When you book in a delivery of meat, ingredients, or packaging, the items are a...",{"id":49,"category":5,"title":50,"description":51,"lastUpdated":8,"excerpt":52},"issues","Issues & Corrective Actions","Learn how to create, track, and resolve issues and corrective actions in Forkto to maintain food safety standards.","\nThe Issues feature in Forkto helps you track problems and corrective actions across your business. Issues can be created manually or generated automa...",{"id":54,"category":5,"title":55,"description":56,"lastUpdated":8,"excerpt":57},"locations-management","Locations Management","Learn how to add, edit, and manage the locations of your food business in Forkto.","\nThe Locations page in Forkto lets you manage all the physical sites your business operates from. Each location can have its own address, temperature ...",{"id":59,"category":5,"title":60,"description":61,"lastUpdated":8,"excerpt":62},"products","Products","Learn how to produce, track, and label products from your recipes in Forkto.","\nThe Products section in Forkto is where you produce finished products from your [recipes](/help/recipes). When you run a production, stock is consume...",{"id":64,"category":5,"title":65,"description":66,"lastUpdated":8,"excerpt":67},"reports","Reports","Learn how to view, filter, and export reports across all areas of your business in Forkto.","\nThe Reports section in Forkto gives admins and auditors a central place to view and export data from across the platform — intake records, temperatur...",{"id":69,"category":5,"title":70,"description":71,"lastUpdated":8,"excerpt":72},"client-profile","Settings & Business Profile","Manage your business details, preferences, billing, and account settings in Forkto.","\nThe Settings page is your central hub for managing everything about your Forkto account — from business details and preferences to billing, team acce...",{"id":74,"category":5,"title":75,"description":76,"lastUpdated":8,"excerpt":77},"staff-rota","Staff Rota","Learn how to schedule shifts, manage your team's rota, and let employees view their own schedules in Forkto.","\nThe Staff Rota in Forkto lets you plan your team's work schedule on a weekly calendar. Admins build the rota and publish it, and employees can view t...",{"id":79,"category":5,"title":80,"description":81,"lastUpdated":8,"excerpt":82},"stock-management","Stock Management","Learn how to view and manage your stock levels across all intake types in Forkto.","\nThe Stock page in Forkto gives you a unified view of your inventory across all intake types — meat, ingredients, packaging, deliveries, and produced ...",{"id":84,"category":5,"title":85,"description":86,"lastUpdated":8,"excerpt":87},"suppliers-management","Suppliers Management","Learn how to add, view, and manage your food suppliers in Forkto to keep your supply chain organised.","\nThe Suppliers page in Forkto lets you maintain a directory of all your food suppliers, including their contact details, delivery schedules, and certi...",{"id":89,"category":5,"title":90,"description":91,"lastUpdated":8,"excerpt":92},"training","Training","Learn how to create training courses, assign them to team members, and track completion in Forkto.","\nThe Training feature in Forkto lets you create training courses from PDF documents, assign them to team members, and track who has completed their tr...",{"id":94,"category":5,"title":95,"description":96,"lastUpdated":8,"excerpt":97},"user-management","User Management","Learn how to add, manage, and organise your team members in Forkto, including roles, locations, and access control.","\nUser Management in Forkto lets you add team members, assign roles, control what they can access, and organise them by location. You'll find it under ...",{"id":99,"category":100,"title":101,"description":102,"lastUpdated":8,"excerpt":103},"recipes","Food Management","Recipes","Learn how to create and manage recipes in Forkto, including adding ingredients from stock, setting up labelling details, and producing products.","\nRecipes in Forkto let you define the ingredients, quantities, and details for the food products your business makes. Once a recipe is set up, you can...",{"id":105,"category":106,"title":107,"description":108,"lastUpdated":8,"excerpt":109},"checks","Health & Safety","Checks","Learn how to perform, view, and manage operational checks to maintain standards in your food business.","\nChecks in Forkto let your team complete digital check forms — things like opening checklists, cleaning schedules, delivery inspections, or any other ...",{"id":111,"category":106,"title":112,"description":113,"lastUpdated":8,"excerpt":114},"food-temperature-records","Food Temperature Records","Learn how to log, view, and manage temperature records for food preparation stages to ensure compliance with health and safety standards.","\nFood Temperature Records in Forkto lets you track the temperature of food items through each stage of preparation — cooking, cooling, reheating, hot-...",{"id":116,"category":106,"title":117,"description":118,"lastUpdated":8,"excerpt":119},"temperature-logging","Temperature Logging","Learn how to log, monitor, and manage temperature readings to maintain food safety standards in your business.","\nTemperature Logging in Forkto helps you record and track the temperatures of your fridges, freezers, and other storage areas. Keeping on top of your ...",1779266070508]