Files

The Files module is a built-in file manager for storing, organizing, and previewing documents within Gem Logic. Files can be uploaded standalone or attached to records like products, orders, contacts, and more.

Uploading files

Navigate to Productivity ‣ Files and drag-and-drop files onto the upload area, or click to browse. Multiple files can be uploaded at once (up to 200 MB per file).

You can also upload files directly from any detail page that has a Files card — the uploaded files are automatically linked to that record.

Folders

Organize your files into folders. Click New folder to create one. Folders can be nested inside other folders, and breadcrumb navigation shows your current location in the folder tree.

Move files into folders by dragging and dropping them onto a folder card, or by using the Move to folder action.

Rich text documents

Create documents directly in Gem Logic using the built-in text editor. Click New document to open the editor. Changes are saved automatically as you type.

Rich text documents support formatting, lists, tables, and other standard editing features.

File preview

Click on a file to open its detail page. Depending on the file type, Gem Logic shows:

  • Images: Displayed inline with a lightbox popup

  • PDFs: Embedded viewer

  • Text files: Rendered in a text viewer

  • Other files: Download link with a file type icon

The system recognizes 20+ file types (PDF, Word, Excel, CSV, PowerPoint, images, archives, and more) and displays an appropriate icon and color for each.

Grid and table view

Switch between two view modes:

  • Grid view: Files and folders shown as cards with type-specific icons

  • Table view: Traditional table with columns for name, type, created date, and actions

Your preferred view mode is remembered across sessions.

Attached files

Many modules in Gem Logic include a Files card on their detail pages. Files uploaded there are linked to that specific record. This is available on:

  • Products

  • Orders (sales, quotes, repairs, creations, memos)

  • Contacts

  • Transactions

  • Stock in records

  • Customer purchases

  • Tasks and projects

  • Shipping labels

Star / favorite

Mark important files with a star for quick reference.

Filtering

Search files by name, folder name, or filename. Filter by the user who uploaded the file.

See also