Access & Administration
By Casey1 author26 articles
- Handling Unblinded Data in KivoLearn how Kivo handles unblinded data access and visibility, including how to enable unblinded viewing permissions, what it means for regulatory and clinical content, and how access is controlled by…
- Troubleshooting E-Signature Approval Issues in KivoTroubleshoot e-signature approval issues in Kivo, including missing PDFs, users not appearing on approver lists, and approval errors. Learn common causes, step-by-step fixes, and when to contact Support for Microsoft…
- Linking Quality Events to Documents in KivoLink Quality Events to documents in Kivo to improve traceability and compliance. Learn how to associate QEs using the Related tab, manage connected records, and support audit readiness with clear…
- Creating a Document AliasCreate aliases to share a single document across multiple folders with customized permissions and version settings for each location.
- Understanding Document and Version DetailsEvery file in the document management has a details view that offers a host of information about the document, versions, metadata and more...
- Pin a Document for Quick AccessThe Pin feature creates a shortcut to documents on the Home menu. Step 1. Navigate to a document that you want to pin and click on the Do...
- Sharing a Folder or DocumentShare a document or folder copies a hyperlink to user's clipboard person(s). Paste hyperlink in email, message or other communication to ...
- Locking a DocumentUser with edit permissions and Editor and Reviewer roles can lock the documents, readers do not enjoy this privilege. See information on U...
- Delete Document VersionsDocument Management> Deleting Documents and Versions If a document contains multiple draft versions, these draft versions can be soft-d...
- Restore Soft-Deleted DocumentsDocument Management> Deleting Documents and Versions Workspace Manager user permissions. Deleted documents can be restored so that the...
- Deleting Draft DocumentsDocument Management> Deleting Documents and Versions Editor user permissions. Draft documents that contain minor versions (0.1, 0.2, 0....
- Deleting Approved DocumentsDocument Management>Deleting Documents and Versions Workspace Manager user permissions. Kivo can be configured to allow workspace manag...
- Understanding Document DetailsDocument Management>General Document Management Viewer, Reviewer Editor, and Workspace Manager user permissions. Document Details locat...
- Convert an Office document to a PDFPlease note that Office file must be in .docx format, please do not use file in .doc format.Here below are the steps to convert an Office ...
- Previewing a DocumentClick on Documents Navigate to the document you wish to preview In the Current Version box, Click on “Source” This will open a ...
- Move a file in KivoClick on Documents Navigate to the file you wish to move In the Document detail pane, click on the waffle menu, in the upper rig...
- Downloading a Source Document Click on Documents Navigate to the Document you wish to download Click on the arrow next to the version you wish to download Un...
- Download a PDF RenditionClick on Documents Navigate to the Document you wish to download Click on the arrow next to the version you wish to download Unde...
- Accessing the Audit Trail of a DocumentLearn how to view and download a document’s Audit Trail and Where Used report in Kivo to track document history, activity, and where it is referenced across submissions and workflows.
- Democratic Workflows: A Detailed LookThis article explains what changes when Democratic Workflows is enabled, covering who can cancel steps, edit due dates, and remove participants across different step types.
- Table view in the DMS: filtering, custom views, and related-to itemsHow to use Table View in the Document Management System to filter, sort, and monitor documents across a folder — including custom filters, saved views, and Related To filtering for…
- Watermarking and Document OverlaysHow to enable watermarking and configure overlay templates in Kivo — covering folder-level setup, building overlay .docx files with dynamic fields, page layout variants, and the full list of supported…
- Reason Definitions: Configuring and Using Reasons in KivoHow to configure predefined reason lists for key document actions in Kivo, why you'd want to, and how the Allow Other option works for your team.
- Export or Download a Folder or CabinetHow to download or export a folder or cabinet in Kivo, including all export options: version mode, file format, file naming, metadata, related content report, CSV export, and how to…
- Bulk Moving FoldersSelect and move multiple folders at once from Manager mode in Kivo.
- Moving Documents and FoldersMove documents and folders individually or in bulk to organize your workspace.