Company Settings
File Manager
Store and find files, such as invoices, receipts and recipe cards, in Cinchio Back Office.
Can't find what you need? Contact Cinchio:
About
File Manager stores files in Cinchio Back Office, such as invoices, receipts, recipe cards and bank deposit slips.
Where files can be uploaded
- File Manager
- Supplier orders
- Cash purchases
- Transfers
- Products
- Stock and cash periods
- Bank deposits
Wherever a file is uploaded, you can find it in File Manager. For example, a petty cash receipt uploaded to a cash purchase is in both the cash purchase and its File Manager folder.
How files are organised
Folders
Every file is in a folder. Folders can be limited to certain sites, and to the areas they can be uploaded from. At Head Office, you can see every folder.
Tags
Files can also be tagged, to make them easier to find.
Ready to start?
Go to the File Manager tab.
File Manager
Upload, change, find and delete files.
Upload
This covers uploading straight into File Manager. Uploading from other areas, such as supplier orders, is covered in their own guides.
1
Choose the folder
Go to Company Settings > File Manager, choose the folder in the Folders list, and select UPLOAD FILE.
2
Choose the file
Select CHOOSE FILE and choose the file. On a phone or tablet, you can take a photo instead.
3
4
Upload it
Select UPLOAD.
The file is in the folder.
Edit
Search
Go to Company Settings > File Manager. If you know which folder the file is in, choose it in the Folders list. Otherwise:
Search by name
Enter all or part of the name in Search Files and select SEARCH.
Search by tag
Choose a tag in the Tags list to see every file with it.
Delete
You have delete rights
If you don't but think you should, find out how to get access.
This can't be undone
Deleting a file is permanent. It can't be recovered.
1
Find the file
Go to Company Settings > File Manager and find the file, by searching or in its folder.
2
Delete it
Hover over the file, select the cross icon in the corner and confirm.
The file is deleted.
Configuration
Set up the folders and tags files are organised with.
Folders
About
Every file is stored in a folder. Every folder shows in File Manager, and you can also choose:
Which sites can use it
Limit a folder to certain sites.
Where files can come from
Let files be uploaded into it from other areas, such as cash purchases.
Create
1
Start a new folder
Go to Company Settings > File Manager and select NEW FOLDER below the Folders list.
2
Fill in the details
Fill in:
The folder's name.
The sites that can use the folder. Head Office can always see every folder.
The areas files can be uploaded into this folder from. It's always available in File Manager.
3
Save
Select SAVE.
The folder is ready for files.
Edit
1
Open the folder
Go to Company Settings > File Manager, choose the folder in the Folders list, and select EDIT FOLDER below the list.
2
Make your changes
Change any of:
- Name
- Allowed Sites
- Allowed Section
3
Save
Select SAVE.
The folder is updated.
Search
Shown straight away
Every folder you can use is listed in the Folders list in Company Settings > File Manager.
Delete
It's empty
Move or delete its files first.
This can't be undone
Deleting a folder is permanent. It can't be recovered.
1
Choose the folder
Go to Company Settings > File Manager and choose the folder in the Folders list.
2
Delete it
Select REMOVE FOLDER below the list and confirm.
The folder is deleted.
Tags
About
Tags are labels you can add to files. You can then pick a tag to see every file that has it.
Create
1
Open the tags
Go to Company Settings > File Manager and select the edit icon next to the Tags heading.
2
Add the tags
Select NEW, enter a Name and select SAVE. Repeat for each tag.
3
Go back
When you're done, select BACK TO FILE MANAGER.
The tags can now be added to files.
Edit
Files update too
Renaming a tag also changes it on every file that has it.
1
Open the tags
Go to Company Settings > File Manager and select the edit icon next to the Tags heading.
2
Rename it
Select EDIT against the tag, change its Name and select SAVE.
3
Go back
When you're done, select BACK TO FILE MANAGER.
The tag is renamed.
Search
Shown straight away
Every tag is listed in the Tags list in Company Settings > File Manager.
Delete
No files have it
Remove it from every file first.
This can't be undone
Deleting a tag is permanent. It can't be recovered.
1
Open the tags
Go to Company Settings > File Manager and select the edit icon next to the Tags heading.
2
Delete it
Select DELETE against the tag and confirm.
3
Go back
When you're done, select BACK TO FILE MANAGER.
The tag is deleted.
FAQs
Frequently asked questions
QWhat files can I upload?
PDFs
PDF documents.
Images
Most standard image types.
Each file can be up to 15MB. On a phone or tablet, you can choose a file or take a photo.