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Files

The Files section of the Knowledge Hub provides a searchable library for your team’s documentation.

Upload documents, manuals, guides, and other reference materials to make them available to your team. Supported file types include PDFs, images, spreadsheets, and other common document formats.

Files can be uploaded to:

  • The Knowledge Hub (workspace-wide reference)
  • Device Models (technical documentation for a device type)
  • Individual devices (device-specific files)
  • Work orders, cases, and other entities

Uploaded files are processed and made searchable. After processing (which may take up to 24 hours for new uploads), you can search for content within your documents.

These files are also available through Smart Search (the magnifier icon in the header bar), so you can search your documentation directly from the search bar.

Knowledge Hub files on device models are meant for general, model-wide documentation that applies to all devices of that model — such as operating manuals, datasheets, or FAQs.

Files that concern only a single, specific device (for example the purchase contract for that exact device) should ideally be stored directly on the device — via the device page under Files. This keeps device-specific paperwork attached to the right device, while model-wide documentation stays centrally available on the device model.

Organize your files with:

  • Titles — Give files descriptive titles for easy identification
  • Descriptions — Add context about what the file contains
  • Language/Locale — Specify the language of the document
  • Upload operating manuals and safety guides when adding new device models
  • Attach relevant technical documentation to Work Templates
  • Use descriptive titles so files are easy to find
  • Update files when new versions of documents become available