As a Kitchen Administrator
Uploading client documents
Go to Clients > select the client name > Documents
Click Edit (or Add Document)
Upload your file and enter an expiration date
Click Upload Document
To delete a document: Go to Clients > select the client name > Documents > click the trash icon.
Uploading kitchen documents
Kitchen documents can be shared with all clients or kept private.
Go to Documents > Kitchen Documents
Click Edit (or Add Document)
Choose Shared or Private
Upload your file and enter an expiration date
Click Upload Document
Common shared documents: kitchen schedules, parking maps, kitchen layouts, SOPs, policies, blank contracts
Common private documents: licenses, employee information, internal checklists
You can learn more about documents here.
As a Food Business
We recommend food businesses upload their own documents whenever possible. You can share the following quick steps with your clients:
Log in to your account
Go to Documents
Choose Required, Shared, or Private
Upload your file and add an expiration date (if needed)
Click Upload Document
Need more detailed instructions? Have them check out our guide: How do I add my documents?
