Powerful new capabilities. Less manual work. Better compliance.
This quarter introduces some of our biggest usability and compliance enhancements yet. From built-in electronic signatures to full-text document search, these features are designed to help your teams work faster while strengthening control and visibility.
Many of these capabilities can be enabled for your organization today. Explore what's new below, watch the short walkthrough videos, and reach out to the Kivo team if you'd like to turn on any of the available features.
Version Labels
Instantly identify the right document version.
Stop opening documents just to determine whether they're a draft, under review, or approved. Version Labels place document status directly alongside every file throughout Kivo, making it easy for teams to identify the official version at a glance.
Why you'll love it
See document status directly in folder views and search results
Create your own label taxonomy (Draft, In Review, Approved, Final, and more)
Filter documents by status in seconds
Improve consistency across your document library
🎥 Watch the walkthrough
Learn More Here:
Automating Document Lifecycle with Version Labels
Electronic Signatures
Complete compliant signatures without leaving Kivo.
Request, review, and capture electronic signatures directly inside Kivo. Signed documents automatically return to the document record, complete with a comprehensive audit trail that follows the document throughout its lifecycle.
Why you'll love it
Eliminate external signature platforms
Automatically file signed documents back into Kivo
Maintain complete version continuity
Capture every signature event in a single audit trail
🎥 Watch the walkthrough
Learn More Here:
Kivo Part 11 E-Signatures: Setup, Configuration, and Use
Watermarking & Document Overlays
Protect every document after it leaves Kivo.
Downloaded documents don't have to lose their context. Dynamic watermarks help discourage unauthorized sharing by automatically stamping documents with user-specific information like the downloader's name, date, and custom confidentiality messaging.
Why you'll love it
Apply dynamic watermarks automatically
Display user name, download date, and custom text
Configure by folder or document type
Strengthen document security outside Kivo
🎥 Watch the walkthrough
Learn More Here:
Watermarking and Document Overlays
Full-Text Search
Search inside your documents, not just their titles.
Finding information should take seconds, not minutes. Full-Text Search indexes the actual contents of your documents so you can locate policies, procedures, contracts, and SOPs using words or phrases that appear anywhere within the file.
Why you'll love it
Search PDFs, Word documents, SOPs, and more
View matching text directly in search results
Jump straight to the relevant section
Spend less time hunting for information
🎥 Watch the walkthrough
Learn More Here:
Full Text Search: search inside your documents, not just their names
Available by request. Contact the Kivo team to enable Full-Text Search for your workspace.
Automatic Training
Deliver training exactly when it's needed.
Move beyond calendar-based assignments. Automatically assign training based on real user activity, ensuring employees receive the right guidance at the moment they need it.
Why you'll love it
Trigger training from user actions
Reduce manual administration
Improve training relevance and adoption
Track assignments and completions automatically
🎥 Watch the Walkthrough:
Learn More Here:
Automated Training Enrollment
Kivo Training Overview
Product Module Manager
Build a simpler Kivo experience.
Every organization uses Kivo differently. Product Module Manager allows administrators to enable only the modules their teams need, creating a cleaner interface and making phased rollouts easier than ever.
Why you'll love it
Hide unused modules
Reduce interface complexity
Roll out functionality gradually
Customize Kivo for each organization
🎥 Watch the walkthrough
Learn More Here:
Product Module Managers: Role Overview and Assignment
Table Views
Browse documents like a spreadsheet.
Sometimes a table is simply the fastest way to work. Table View gives you sortable columns, filtering, and bulk actions for faster document management.
Why you'll love it
Sort by document name, status, version, and dates
Filter large folders instantly
Perform bulk actions more efficiently
Scan hundreds of documents with ease
🎥 Watch the walkthrough
Learn More Here:
Table view in the DMS: filtering, custom views, and related-to items
✅ Already available to every Kivo customer. Simply switch your folder to Table View to get started.
Ready to Enable These Features?
Several of these capabilities are available behind feature flags and can be enabled for your organization today.
If you'd like to learn more or schedule a quick walkthrough, reach out to [email protected] and we'll help you determine which features are the best fit for your team.