Files, logs and manual

Why

When storage is full you cannot upload result/X-Ray images, queue attachments or customer files until you delete files or buy more — check before it blocks the front desk

How

1. 1Open File manager — the Storage used card shows usage of the total and the percentage
2. 2Read Package and Storage add-on to see where the total comes from (No storage add-on = package only)
3. 3Read the coloured bar by category (X-Ray, queue files, customer files, profile photos, receipts, expenses) — on mobile press Show storage details first
4. 4If a Storage is almost full or Storage is full banner shows, read its Largest category
5. 5Nearly full: press Buy more storage (opens in a new tab) or remove unused files as in Select many, download and deleteBuy storage page (new tab)

Why

Every queue’s and customer’s files are here, so you need not open queues one by one — handy for before/after photos or documents a customer asks for

How

1. 1Choose the Queue files, X-Ray / results or Customer files tab
2. 2Date range: press Today, 7 days, 30 days, All or Custom (then pick From date / To date)
3. 3Queue files tab: under Room choose Examination room or Use the service to narrow results
4. 4Search box: type customer name, HN, queue no., tag or file name, then Enter or Search
5. 5Switch Grid (thumbnails) or List (table with download / view-detail buttons) at the right
6. 6Tap a file to open the large viewFile details window
7. 7In the window: Zoom in / Zoom out / Rotate · Previous file / Next file · Download · Open in new tab
8. 8Press Open customer to go to the file owner’s record

Why

Hand over or back up many files at once, and deleting unused files frees space without buying more

How

1. 1Press Select files next to the download button — it changes to Selecting files
2. 2Tap the files you want (a tick appears top right), or Select this page in List view
3. 3The bottom bar shows N files selected — press Download (.zip) (Clear selection to start over)
4. 4Without selecting: press Download .zip on the toolbarDownload menu
5. 5Choose Files on this page or All search results (the menu shows count and size)
6. 6To delete: open the file and press Delete file — shown to shop owners only
7. 7Read Delete this file permanently… and press Delete file in the footer again to confirm (or Cancel)

Why

When numbers don’t match, a receipt is cancelled or a customer record changes, the log is the evidence of who did it and when

How

1. 1Open Activity log — types are in 4 groups: Customers & care · Sales & finance · Products & stock · Settings & users, each noting what it records
2. 2Type search: e.g. receipt, stock, sign-in
3. 3Tap the type you need, e.g. Receipts — its log page opensReceipt log page
4. 4Inside a log, switch type from the History types rail on the left (desktop) or the dropdown at the top (mobile)

Why

Logs are large — narrow to the day, person and action you care about to see the answer

How

1. 1Date range: press Today, Yesterday, 7 days, 30 days or Custom
2. 2With Custom, pick From date and To date (up to 92 days at a time)
3. 3User: pick the person to check, or Everyone
4. 4Tap an Action chip (e.g. add · edit · cancel/delete) — chip numbers are counts
5. 5Search box: user, detail or document no.
6. 6Press Open → on a row to go to that document or customer
7. 7Press Export Excel at the top right — every row matching the filters (up to 20,000)

Why

New staff can learn one topic at a time without waiting for a trainer, and each video has a button to the menu it teaches

How

1. 1Open User manual and search, e.g. receipt, transfer course, stock
2. 2Or tap a category, e.g. System setup, Sales & receipts, Reports — the number is the episode count
3. 3Pick an episode in the list below
4. 4Press play on the video — it is marked Watched
5. 5Use Previous / Next to continue
6. 6Press Open … under the video to do it on that page (shop-settings menus are for owners only)