Files

The File Manager is your team's shared library for warehouse documents, such as carrier pickup schedules, dock maps, receiving checklists, and product reference photos. Everyone on your team with access to Files works from the same copies.

Watch how to find a file, upload a receiving checklist spreadsheet, check its details, add a tag, and delete outdated files.

Open the File Manager

Go to Settings → Files (opens the Cybership dashboard in a new tab).

The list shows each file's name, description, category, tags, and size, with the newest files first. Use the toggle beside Upload File to switch to a grid of thumbnails, which is easier when you're looking for a photo or map.

To find a file, click the search icon and type part of its name or description, or one of its tags. To narrow the list by tag, created date, or updated date, click the filter icon, then Filter.

Upload a file

1. Click Upload File.
2. Drag a file onto the upload area, or click Choose Files and select it.
3. Check File Name. Cybership fills it in from the file you chose, so change it to a name your team will recognize.
4. Type a tag and press Enter to add it. Add as many tags as you need.
5. Add a Description so teammates know when to use the file.
6. Click Upload File.

Upload one file at a time. Choose Files accepts PDF, Word, Excel, CSV, text, PNG, JPEG, WebP, SVG, HTML, and ZIP files. Cybership assigns each file a category, such as Document or Image, from its file type.

Preview and download

Click a file to open its preview. PDFs, images, video, and audio play or display in the preview. Other file types show Download to View instead. File Details beside the preview lists the size, type, category, tags, created and modified dates, and description.

Download File opens the original file in a new browser tab, where you can save or print it. If your browser can't display that file type, it downloads the file instead.

Every file also has an actions menu in the list and grid with the same options.

Edit a file's details

1. Open the file's preview or actions menu and click Edit File.
2. Change the name, tags, or description. Tags are saved in lowercase.
3. Click Update File.

Editing changes the details only. To replace a document with a new version, upload the new file and delete the old one.

Delete files

• To delete one file, click Delete File in its preview or actions menu, then confirm.
• To delete several, select their checkboxes, click the Selected button, choose Bulk Delete, and confirm.

Files on work orders and purchase orders

The Attachments section of a work order or purchase order uses the same library. Click Add Files to choose files from the File Manager or upload a new one. Files uploaded there also appear in Settings → Files (opens the Cybership dashboard in a new tab).

Permissions

Access is set by the Files permissions in a role. Go to Settings → Roles (opens the Cybership dashboard in a new tab) to change them.

Developers can also manage files through the Files API.