FAQs
FAQs
By Casey1 author13 articles
- Understanding Notifications in KivoLearn how Kivo notifications keep you informed through Dashboard updates and email alerts. Understand how Updates, My Work, Reviews & Approvals, and Upcoming sections work, when reminder/summary emails are sent,…
- Email NotificationsLearn how Kivo notifications keep users informed about assigned tasks, due dates, training, workflows, and document activity through email reminders and homepage updates, including timing, cadence, and opt-out options.
- Accessing KivoRequired Roles: All RolesRequired Permissions: All PermissionsIndex Overview Login Steps Single Sign-On (SSO) Next Steps After Login Troub...
- Home Page Overview and Best PracticesLearn how to use the Kivo Home Page to track Updates, My Work, Reviews & Approvals, and Upcoming deadlines. This article explains how to prioritize tasks, manage due dates, and…
- Resetting PasswordsReset your Kivo password from the login screen using the Forgot Password link. If your workspace uses Single Sign-On (SSO), reset your password through your identity provider such as Entra…
- How to Clear Cache and Cookies in BrowserClear your browser cache and cookies to resolve login, Microsoft 365, SharePoint, or DocuSign integration issues. This guide explains when Support may request it and how to safely reset your…
- Enabling Pop-up Windows in Safari on MacOSEnable pop-ups in Safari on macOS to ensure Microsoft 365 document editing and DocuSign integrations work properly. This guide explains why pop-ups are required and how to allow them for…
- Searching for Content in KivoSearch for documents, folders, cabinets, and placeholders in Kivo using Simple Search, Advanced Search, and Document Browser filters. Learn how to refine results by area, cabinet, or folder to quickly…
- User Roles & PermissionsRequired Roles: Workspace Manager (to configure access)Required Permissions: Varies by role. See tables below for module-level and DMS-lev...
- Release Communication and Validation for CustomersLearn how Kivo communicates software releases, including notification timelines, what is included in each release, validation documentation provided, and how feature, patch, and configuration releases impact customer change control and…
- Resolving Unzip Errors When Exporting Folders or Cabinets (Using 7-Zip)Why you may see errors extracting an exported .zip file on Windows, and a step-by-step guide to extracting successfully using 7-Zip.
- DocuSign Access Update: What You Need to KnowDocuSign web access via Kivo-linked accounts has been disabled. All envelopes must be created in Kivo. If you have issues, switch to your company’s corporate DocuSign account to continue using…
- Email Notifications: Complete Trigger ReferenceA complete reference of Kivo email notifications, including when they're sent, what triggers them, and who receives them.