Manufacturing document management from the folder to the station.
Drawings, SOPs and certificates live in folders by site, each open to everyone or to a named list. Link a work instruction to a process, and every station that runs it can open it.
Folders by site, access by folder.
Tenant-wide folders reach every site, and each site keeps its own. Leave a folder public, or manage it so only the people you list can open it.
Viewer or Manager
Viewers open and download. Managers upload, rename, move and delete. The grant covers every subfolder, so one list guards the whole folder.
Found by the people allowed
Search matches names, tags and descriptions across every folder you can open, or just the one you're in. Files you can't open never show up.
Module folders from day one
Every company and site starts with the standard module folders. They can't be renamed, moved or deleted, so the structure holds.
Work instructions, at the station that needs them.
Link a PDF from Files to a process revision. Every job that runs the process brings it to the workstation, and the file itself stays in its folder.
Linked, not copied
The process points at the file in Files. Remove the link and the file stays in its folder for everything else that uses it.
Picked from the library
Add file opens your folders: browse, search, or upload straight into a folder you manage, then attach it.
One tap on the floor
At the workstation, Operator Tools › Instructions shows the PDFs for every job loaded on the asset, labelled with the process and its revision.
Attachments that travel with the job.
Drop a drawing or the customer's PDF on an order or a job and it stays with that record. Every workstation that loads the job can open it.
On the record, not in a folder
Order and job attachments are PDFs of up to 25 MB, kept with the record they belong to, so nobody has to file them first.
From the order to its jobs
A file on the order shows on each of its jobs, next to the PDF the order came in on. Removing it warns you it goes from each of them.
Open, not edit, at the station
The workstation's Attachments widget gathers the files of every loaded job. Operators open them full size and can't remove them.
Files questions, answered.
What is manufacturing document management?
It is keeping the drawings, SOPs, work instructions, certificates and customer files a plant runs on in one place, organised so the right people can open them, and putting the right one in front of the operator at the station. In Bulk that is Files, alongside the PDF templates that print travellers, certificates and labels from live records.
What files can we store, and how big?
PDF, Word, Excel, PowerPoint and image files (JPG, PNG, GIF and WebP), up to 25 MB each. PDFs and images preview inside Bulk; other types download to open in their own app. The Storage panel in the sidebar shows how much of your plan’s storage is used.
Who can open files, and who can change them?
Anyone whose role includes View Files can browse public folders; Operator, Manager, Entity admin and Super user have it by default. Uploading, renaming, moving and deleting need Manage Files. A managed folder opens only for its owner and the people listed on it, as Viewer or Manager, and that applies to everything inside it.
How do we find a file?
Type in Search files at the top of the sidebar. It matches file and folder names, the original file name, tags and descriptions, across every folder you can open or just the one you are in, and a Where column shows each file’s folder. Folder links carry the folder in the address, so a colleague who opens one lands in the same place.
Where else do files from the library show up?
Beyond process instructions, an inbound document’s Reference PDFs can be picked with Browse files in library, and a board’s File Display widget shows a PDF or image from a Files folder with a link to open it full size. Files attached straight to an order, job or quality issue stay on that record rather than in a folder.
Where do we start with change paperwork?
Download our engineering change template to record a proposed change, the affected items and the review, and keep its drawings and evidence in Files. The guides explain how to organise files and folders and use files in other modules.
Move your shared drive in.
Start a free trial, set up your folders by site, decide who opens which, and attach the instructions the floor opens most. No card needed.
