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Store your compliance documents

Upload PDFs and office files to the Documents area, organize them in folders, and find them by search when the inspector asks.

The Documents area holds the files that live alongside your records: licenses, lab results, process authority letters, your HACCP plan.

  1. Open Documents and click Upload document.
  2. Give the document a Document Title (titles must be unique in your account) and, if you like, a Description.
  3. Choose the Document File. Accepted formats include PDF, Word, Excel, PowerPoint, CSV, text, and ZIP. The size limit is 25 MB per file.
  4. Pick a Folder, or leave it unfiled, and click Upload Document.

Folders are flat groups, one level deep. Anyone with the Member role or higher can create folders with New Folder and upload; renaming or deleting a folder is admin-only. Deleting a folder does not delete its documents; they become unfiled.

Finding things. The list searches by title, filename, folder, and uploader, and sorts by date, title, or file size. Switch between List and Grouped to see documents by folder. Tick several documents, choose a folder under Move selected to, and click Move Selected to move them in one step.

Process authority letters. An owner or admin can link a filed scheduled process to the letter it was read from in Documents, so the letter opens in one step from the filing. Upload the letter here first, then pick it on the filing.

Uploads count against your plan's file storage limit, shared with batch photos and CCP instrument photos.

Documents list with folder sidebar The Documents page with an Upload document button. A sidebar lists All Documents, a New Folder button and three folders. The main area has Search and Sort with an Apply button, and a table of documents showing title, folder, size, date and a View button. Documents + Upload document 1 All Documents 12 New Folder 2 Lab results 5 Licenses 3 Process authority 2 List Grouped Search Search by title, filename, folder, or uploader Sort Newest Apply Title Folder Size Date Actions Process letter 2026 Process authority 212 KB 10/02/2026 View pH meter cert 2026 Lab results 88 KB 09/18/2026 View Cottage food license Licenses 1.4 MB 08/05/2026 View HACCP plan v3 — 640 KB 07/21/2026 View
Upload a document (1) and organize files into folders from the sidebar (2). Some table columns are left out for space.
Document deletion is permanent

Deleting a document removes the file for good, and it takes the admin role. There is no trash bin. If you are not sure, move it to a folder instead. A document that a filed scheduled process uses as its letter cannot be deleted: FourFoxes names the filing, and you need to point that filing at a different document or clear its letter first.

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